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Showing 341 - 350 of 803 results for Annabelle Dickson

Federation AM awards mandate

ANNABELLE DICKSON  |  THURSDAY, 20 MAY 2021
Federation Asset Management has selected an administrator for its Sustainable Australian Real Asset Trust (SARA). Apex Group will provide fund administration, share registry and regulatory services to Federation's SARA, which will invest in renewable ...

Chi-X hires from ASX

ANNABELLE DICKSON  |  WEDNESDAY, 19 MAY 2021
Chi-X Australia has expanded its team with a senior investment product hire from the ASX. Oran D'Arcy has joined as director - investment products and will be responsible for improving the opportunities for Australian investors through Chi-X's product ...

Apex ups ante on Mainstream bidding war

ANNABELLE DICKSON  |  WEDNESDAY, 19 MAY 2021
Mainstream has received an updated offer from Apex Group after it terminated discussions following a superior bid from SS&C. Apex has made a new offer of $2.65 cash per share, upping its prior bid by 10 cents and bidding 9 cents more than SS&C's ...

EFM appoints EQT on Aussie launch

ANNABELLE DICKSON  |  TUESDAY, 18 MAY 2021
EFM Asset Management is entering the Australian market and has appointed Equity Trustees as the responsible entity for its local offering. The Hong Kong-based global equities specialist is launching the EFM Global Financial Services and Technology Trust ...

Boutique hires from Deloitte

ANNABELLE DICKSON  |  TUESDAY, 18 MAY 2021
Boutique managed accounts provider Watershed Funds Management has appointed an equity analyst from Deloitte. Graeme Miller was a senior consultant in Deloitte's investment wealth and advisory practice. He was previously an analyst at Victor Smorgon ...

Boutique firm expands team

ANNABELLE DICKSON  |  TUESDAY, 18 MAY 2021
MGD Wealth has appointed several advisers to its Brisbane office following the firm's growth over the last year. Lee Chan, Julian King and Julian de Blonk have all joined as senior client advisers. Chan is the former principal of LJ Partners which MGD ...

AdviserLogic executive departs Morningstar

ANNABELLE DICKSON  |  TUESDAY, 18 MAY 2021
The former chief executive of AdviserLogic has stepped down following the integration into Morningstar. Daniel Gara is leaving his role as director of product management, financial planning at Morningstar having joined in 2019 at the time of the Morningstar ...

Plenary expands property team

ANNABELLE DICKSON  |  MONDAY, 17 MAY 2021
Plenary Group has poached a four-person team from John Holland as it looks to bolster its integrated property capabilities. The team includes executive directors George Rolfe and Tom Roche, director Jon Kavali and senior origination manager Zac Freeburn. ...

PPS Mutual launches member offer

ANNABELLE DICKSON  |  MONDAY, 17 MAY 2021
Mutual life insurer PPS Mutual has launched a timesaving underwriting offer for existing members to add cover to their policy. Members who have a current income protection policy with PPS Mutual can now apply to add or increase life, total and permanent ...

AXA hires from CFS

ANNABELLE DICKSON  |  MONDAY, 17 MAY 2021
AXA Investment Managers has appointed a business development manager for AXA IM Core. Bevan Green joins from Colonial First State Investments where he was a business development manager. Green was previously in similar roles at Zurich Insurance, NAB ...