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Showing 21 - 30 of 519 results for "Fidelity"

Australian investors undeterred by global market turbulence

ANGELIQUE MINAS  |  WEDNESDAY, 17 SEP 2025
... However, 30% of participants said they are still developing their investment strategy. Similarly, an international survey by Fidelity indicates Australians are the most confident investors in the APAC region despite volatility. Examining responses from ...

CC Capital drags feet on Insignia takeover bid

KARREN VERGARA  |  MONDAY, 21 JUL 2025
... founded in 2016 by Chinh Chu and Douglas Newton. Its portfolio includes annuities and indexed universal life products Fidelity & Guaranty Life provider, commercial data and analytics firm Dun & Bradstreet, and investment technology and advisory solutions ...

Bombora Advice appoints new chair, managing director

ELIZA BAVIN  |  MONDAY, 30 JUN 2025
... growth in the future." Prior to joining Bombora in 2023, McConville held roles at the Pro Bono Financial Advice Network, Fidelity Life and TAL Australia. In welcoming McConville into the role of managing director, Handley said he is a seasoned financial ...

Magellan bolsters investment and distribution ranks

ELIZABETH FRY  |  THURSDAY, 26 JUN 2025
... Victoria focusing on advisers and research relationships. He brings over 25 years' experience, including 15 years at Fidelity, where he was most recently director of platforms and key accounts. Dowling also held senior roles at BT Funds Management ...

Fidelity International launches first global equity SMA

ANDREW MCKEAN  |  WEDNESDAY, 11 JUN 2025
Fidelity International has unveiled its first global equity separately managed account (SMA) in Australia, with support from private wealth partner Emanuel Whybourne & Loehr. The Fidelity Global Top 50 ex Australia Portfolio draws on the firm's global ...

MAX Awards honour best of the best

STAFF WRITER  |  FRIDAY, 6 JUN 2025
... Katelyn Hynes of Ptarmigan Media who was named Executive of the Year - Agency. Other winners included Colonial First State, Fidelity International, La Trobe Financial, and UniSuper. Commenting, Financial Standard executive director of media Michelle ...

Analyst promotions: Frontier, Fidelity, ART

ELIZABETH FRY  |  THURSDAY, 15 MAY 2025
... later this month, focusing on investment and manager research. She will be based in the Melbourne office. Meanwhile, Fidelity International has appointed Zara Lyons as portfolio manager within its Australian equities team. Based in Sydney, Lyons will ...

Blue Owl completes local private wealth team

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
... has done about 70% of the transactions and dominates the sale-leaseback transactions space. Santer previously served as Fidelity International's regional lead for wholesale, alongside his role as head of private banking, wealth and strategic clie ...

Aussies need help to navigate the great wealth transfer: Fidelity

MATTHEW WAI  |  FRIDAY, 4 APR 2025
... wealth transfer, many are voicing concerns around navigating the legal, financial and investment aspects, a new study by Fidelity International found. In the next 20 years, Australia is on track to transfer $3.5 trillion between generations, with Generation ...

Anthony Doyle quits Schroders, rejoins Pinnacle

ELIZABETH FRY  |  TUESDAY, 1 APR 2025
Anthony Doyle has left Schroders Australia just six weeks after joining the firm's global equities team and returned to Pinnacle Investment Management. In February, Doyle jumped from Pinnacle-backed Firetrail Investments - as head of investment ...