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Showing 3101 - 3110 of 10367 results for "Trust"

Ord Minnett expands footprint

ANNABELLE DICKSON  |  FRIDAY, 29 JAN 2021
In its next phase of growth, the wealth management group has opened the doors to its new office in Tasmania which will offer full-service stockbroking and financial planning. The office is led by senior investment adviser and branch manager Luke Rybarczyk ...

Centuria spends big ahead of fund launch

ELIZA BAVIN  |  FRIDAY, 29 JAN 2021
... portfolio weighting to Victoria by 1% to 38%. "The two Derrimut acquisitions were off-market opportunities that expand the Trust's critical mass, now totalling five stabilised assets, within this well-established industrial market. The properties are ...

Maple-Brown Abbott finetunes Aussie equities lineup

KANIKA SOOD  |  THURSDAY, 28 JAN 2021
... around since 2002 and uses leverage to invest in two other funds from the firm: the Sharemarket Fund and Small Companies Trust. Over that period, it returned 6% p.a. while the S&P/ASX 200 Total Returns did 9% p.a. The geared funds' performance picked ...

Investors going in blind: Research

ANNABELLE DICKSON  |  THURSDAY, 28 JAN 2021
... to trade stocks. Meanwhile, 35% of investors from Western Australia are getting investment advice from friends while 38% trust their families for advice. South Australians and Queenslanders are independent when it comes to getting investment advice ...

IOOF buffeted by advice restructure

ELIZA BAVIN  |  THURSDAY, 28 JAN 2021
... billion from the liquidation of IOOF's cash management fund and a $400 million one-off transfer from the cash management trust. The financial advice business saw outflows of $1.3 billion with IOOF saying it was because of the advice business transformation ...

ASI appoints new APAC chief

ELIZA BAVIN  |  WEDNESDAY, 27 JAN 2021
... Additionally, he will provide strategic counsel to Buehlmann and retain his director positions on fund and UK investment trust boards. "Hugh has been instrumental in establishing a solid foundation for our Asia Pacific business, building a deep bench ...

Platform hires distribution lead

KARREN VERGARA  |  WEDNESDAY, 27 JAN 2021
... establishing Macquarie Wrap, the Professional Series, and retail life insurance businesses, as well as leading the Cash Management Trust. Pettiona was the chief executive and co-founder of wealth management platform HUB24 for over five years.

ERS a setback for young workers

KARREN VERGARA  |  MONDAY, 25 JAN 2021
Young workers who took advantage of the early release of superannuation have less than $1000 in their nest egg, a new study that details the impact of the scheme shows. The Australian Institute of Superannuation Trustees (AIST) found nearly one million ...

ESG professionals in huge demand

ELIZABETH MCARTHUR  |  MONDAY, 25 JAN 2021
Recruiters are reporting that financial services professionals specialising in environmental, social and governance (ESG) areas are in very strong demand. "The demand for ESG professionals is increasing, clearly outstripping supply of experienced professionals," ...

Fund manager hires distribution lead

KARREN VERGARA  |  MONDAY, 25 JAN 2021
... negotiated the proposal with CVC and entered into a share purchase agreement, funded via a cross-staple loan from Eildon Trust to Eildon Capital. EDC invests in industrial, residential and commercial properties in New South Wales, Queensland and Victoria ...