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Showing 371 - 380 of 1616 results for "Excel"

Apostle Funds Management appoints chief operating officer

CHLOE WALKER  |  MONDAY, 6 JUN 2022
Eric Chu will become the first chief operating officer at Apostle Funds Management. Chu joins in the newly created role with over a decade of experience in financial services, including a career in fund accounting at Custom House Global Fund Services ...

Teaminvest creates co-living impact fund

CHLOE WALKER  |  MONDAY, 6 JUN 2022
Teaminvest Private Group (TIP) launched a new wholesale managed fund with a focus on housing affordability, accessibility, and inclusivity. The Coliving Future Property Fund is set to invest in co-living related assets, which may include businesses ...

Stephen Jones confirmed as financial services minister

CASSANDRA BALDINI  |  WEDNESDAY, 1 JUN 2022
Stephen Jones has today been sworn in as assistant treasurer and minister for financial services, replacing Jane Hume who had overseen the financial services portfolio since 2019. Jones has served as shadow financial services minister since 2019 and ...

Allianz subsidiary, former portfolio managers charged over massive fraud

JAMIE WILLIAMSON  |  WEDNESDAY, 18 MAY 2022
Allianz Global Investors and three of its former portfolio managers have been charged by the US regulator over a multi-billion-dollar securities fraud sold to pension funds that went on for more than four years. The Securities and Exchange Commission ...

Investment Leadership Awards finalists revealed

STAFF WRITER  |  TUESDAY, 17 MAY 2022
The finalists for the annual Financial Standard Investment Leadership Awards have been determined, with investment strategies from the likes of Alphinity Investment Management, Hyperion Asset Management, Lincoln Indicators and Pendal Group getting a ...

ISPT selects new chief executive

JAMIE WILLIAMSON  |  MONDAY, 16 MAY 2022
Industry Super Property Trust has named Chris Chapple of 151 Property Group as its new chief executive. Following a global search, Chapple will replace Daryl Browning who announced his intention to retire earlier this year. While his start date is yet ...

Foresters Financial appoints head of partnerships

ANDREW MCKEAN  |  THURSDAY, 12 MAY 2022
Foresters Financial has appointed Jenny Liakopoulos to the newly created role of head of partnership. Liakopoulos has more than 15 years' experience in financial services in business development, client relationship management and project management. ...

US firm backs Koda Capital

JAMIE WILLIAMSON  |  THURSDAY, 12 MAY 2022
The private wealth manager has sold a minority stake to Emigrant Partners as part of a broader strategy that will see Koda Capital make its own acquisitions. Emigrant Partners is now a minority strategic investor in the HNW firm, adding Koda Capital ...

Magellan offloads GYG stake

JAMIE WILLIAMSON  |  MONDAY, 9 MAY 2022
Magellan Financial Group has sold its 11.6% stake in Guzman y Gomez to a Barrenjoey Capital Partners entity for $140 million so it can focus on funds management. According to an ASX statement, Barrenjoey intends to seed an investment trust comprising ...

Australian Retirement Trust confirms new HQ

CHLOE WALKER  |  TUESDAY, 3 MAY 2022
Australian Retirement Trust has secured a new headquarters at 266 George St, Brisbane Square. From late 2022, Australian Retirement Trust will occupy the top floors of the building owned by Charter Hall's Brisbane Square Wholesale Fund (BSWF) and the ...