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Showing 2991 - 3000 of 9279 results for "wealth"

HESTA takes active approach to class actions

ELIZA BAVIN  |  THURSDAY, 27 AUG 2020
... diligence on the part of management that ultimately impacts the proper functioning of markets and long-term, sustainable wealth creation." HESTA said any attempts to excuse poor corporate behaviour or provide excuses for a lack of due diligence on the ...

Citi hires new banking, wealth lead

ALLY SELBY  |  WEDNESDAY, 26 AUG 2020
Citi Australia has appointed a new head of its banking and wealth management distribution business. After more than 10 years with the bank, Gofran Chowdhury has nabbed the role, and will now lead the sales and distribution division within Citi Australia's ...

Sam Henderson pleads guilty

ELIZABETH MCARTHUR  |  TUESDAY, 25 AUG 2020
... publicly. Henderson's book One-Page Financial Plan: Everything you need to successfully manage your money and invest for wealth creation allegedly contains the false claim about his degree. It is also claimed Henderson told a freelance writer that ...

Melbourne boutique wins Crestone allocation

KANIKA SOOD  |  TUESDAY, 25 AUG 2020
Crestone Wealth Management has allocated to a Melbourne boutique's real assets fund that targets 7-11% per year in returns while aiming for a measurable social impact. The HNW advice firm will use Conscious Investment Management's impact fund, which ...

Australian Unity investments GM to depart

KARREN VERGARA  |  TUESDAY, 25 AUG 2020
The executive general manager of investments at Australian Unity Wealth is departing in mid-September as the business looks to restructure the role and the responsibilities of the chief executive. Geraldine Barlow joined Australian Unity in May 2016 ...

Roar Software bolsters team, partners with Milliman

ALLY SELBY  |  TUESDAY, 25 AUG 2020
... while Simon Bishop has nabbed a role as a national sales executive. Pettiona was formerly the chief executive of specialist wealth management platform HUB24, and is currently a director at Midas. Roar Software said he would bring "considerable fintech ...

Zurich rejigs operations team

KARREN VERGARA  |  MONDAY, 24 AUG 2020
... underwriting approaches across the Zurich and OnePath retail portfolios are distinctly different: Zurich's range of Wealth Protection, Active and Sumo, and OnePath's OneCare. Also taking the newly-created role of chief claims officer is Joanne ...

AMP hires risk lead

ELIZABETH MCARTHUR  |  FRIDAY, 21 AUG 2020
... platforms. Justine Gorman will step into the role, joining AMP from National Australia Bank where she was head of risk, wealth transformation program. Gorman spent approximately two and a half years at APRA as principal adviser, policy development (superannuation ...

Suncorp wealth business down

ELIZA BAVIN  |  FRIDAY, 21 AUG 2020
Suncorp has reported an 8% drop in funds under administration for its wealth business, as it posted a 6.8% fall in ongoing operations for FY20 as a result of COVID-19. Suncorp has been battered by extreme weather events, high reinsurance costs and low ...

Pengana sales manager lands distribution gig

ALLY SELBY  |  THURSDAY, 20 AUG 2020
A former Pengana Capital national sales manager for private banking and wealth has found his feet after moving to sunny Queensland, landing a new role as the head of distribution at two boutique funds management companies. Alex Keen has nabbed the role ...