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Showing 21 - 30 of 382 results for %22Charles Wu%22

Rest extends custody mandate with State Street

CASSANDRA BALDINI  |  TUESDAY, 8 NOV 2022
... fund's custodian since 2011. In February last year, the relationship was expanded when Rest engaged State Street company Charles River Development Investment Management Solution (IMS), to consolidate its front and middle office operations for managing ...

Adviser of the Year named

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2022
... shone brightest throughout the rigorous process." The other finalists for the award were Main Street Financial Solutions Charles Badenach and Joseph Hoe from Wealthwise.

AFA award finalists named

CHLOE WALKER  |  TUESDAY, 13 SEP 2022
... Excellence in Advice (FEIA) award have been announced by the Association of Financial Advisers (AFA), Zurich and TAL. Charles Badenach from Main Street Financial Solutions, Felicity Cooper from Cooper Wealth Management, and Joseph Hoe from Wealthwise ...

Stock exchanges, industry pay tribute to Queen Elizabeth II

JAMIE WILLIAMSON, CASSANDRA BALDINI  |  FRIDAY, 9 SEP 2022
... longest-reigning monarch, having served the public since 1952. Upon her passing, in his first statement as the new monarch, King Charles III said: "We mourn profoundly the passing of a cherished Sovereign and much-loved mother. I know her loss will be ...

Active Super reaffirms commitment to regional members

JAMIE WILLIAMSON  |  FRIDAY, 2 SEP 2022
Home to more than 12% of its members, Active Super has opened a new office to service Newcastle and the Central Coast, with chief executive Phil Stockwell saying the importance of regional and rural New South Wales to the fund can't be downplayed. ...

MobiSuper, licensee to pay $250k penalty

JAMIE WILLIAMSON  |  MONDAY, 29 AUG 2022
MobiSuper and its licensee will pay a $250,000 penalty for breaching superannuation advice laws while promoting the MobiSuper fund. MobiSuper and ZIB Financial will pay the combined penalty after the Federal Court found MobiSuper representatives had ...

The big case for big data

CHLOE WALKER  |  THURSDAY, 16 JUN 2022
... benefits of data backed science and why investment professionals should not overlook it. State Super chief investment officer Charles Wu said: "In 20 years' time, I don't think any super funds or any fund manager will survive without at least a big ...

NZ Super Fund hires from ART

ELIZABETH FRY  |  FRIDAY, 13 MAY 2022
... before that an associate at Macquarie Group. Commenting on the appointment, NZ Super Fund's head of asset allocation Charles Hyde said Wong's experience in strategic and dynamic asset allocation will enable him to make a valuable contribution ...

Plato launches net zero fund

JAMIE WILLIAMSON  |  MONDAY, 31 JAN 2022
... net zero carbon footprint without the use of carbon credits. Managed by head of long/short strategies David Allen and Charles Lowe, the firm is calling it a 'net zero now' option for investors. "We believe the race to net zero emissions will ...

Former BT executive assumes CIO role

KARREN VERGARA  |  THURSDAY, 20 JAN 2022
... new role at a $49 billon UK fund manager. Patrick Farrell is the new head of research and chief investment officer at Charles Stanley. Farrell was BTFG's chief investment officer and head of advance asset management between December 2008 and June 2016. ...