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Showing 391 - 400 of 4724 results for "Jon"

SocietyOne launches portal, hires

ELIZABETH MCARTHUR  |  MONDAY, 5 JUL 2021
Digital finance platform SocietyOne has launched a new broker portal and made several key appointments. The new broker portal features a 'quick quote' and secured loan option, which the company said should allow brokers to find a rate for their client ...

Alphinity adds to global equities team

ANNABELLE DICKSON  |  MONDAY, 5 JUL 2021
Alphinity Investment Management has appointed a portfolio manager from Global Evolution Capital to its global equities team, alongside former Ellerston executive Mary Manning. Trent Masters founded Global Evolution Capital in 2019 and managed a global ...

Family offices should supplement super

KARREN VERGARA  |  WEDNESDAY, 23 JUN 2021
Despite the raft of reforms aiming to make superannuation more attractive, wealthy Australians should consider supplementing their nest eggs, a wealth management expert says. HLB Mann Judd wealth management partner Michael Hutton says the passing of ...

Plenary hires team of seven from AMP Capital

ELIZABETH MCARTHUR  |  FRIDAY, 18 JUN 2021
Plenary has bolstered its funds management business, nabbing seven professionals who all worked on one AMP Capital fund. Plenary had already announced that Julie-Anne Mizzi, who had spent 17 years at AMP Capital and led its $1.24 billion Community Infrastructure ...

Investa names chief executive

ANNABELLE DICKSON  |  FRIDAY, 18 JUN 2021
Investa Property Group has promoted its chief investment officer to lead the company following the resignation of Jonathan Callaghan. Peter Menegazzo rejoined Investa in 2007 having worked for the firm from 2002 to 2004. He was previously the fund manager ...

Boutique hires from AMP Capital

ANNABELLE DICKSON  |  THURSDAY, 17 JUN 2021
Talaria Asset Management has appointed a former AMP Capital portfolio specialist as director - sales for New South Wales. Mitch Hannigan spent over three years at AMP Capital in distribution roles, acting as an intermediary between the investment teams ...

Licensee to acquire Sentry Group

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
An ASX-listed financial services firm will acquire Sentry Group for $7 million and add 155 authorised representatives to its books. WT Financial Group (WTL) announced today that upon completing the takeover, it will have some 275 financial advisers ...

Chief economist update: US inflation may not be as transitory as the Fed believes

BENJAMIN ONG  |  FRIDAY, 11 JUN 2021
We really do see what we want to see and hear what we want to hear... and rationalise accordingly. How else does one explain the US equity market's opposing reaction to the two most important indicators the Fed watches in determining its next policy ...

Citi appoints head of global asset managers

ELIZABETH MCARTHUR  |  THURSDAY, 10 JUN 2021
... in the region," Metzger said. McLean's move follows managing director Nick Forster recently relocating to New Zealand and Jon Gidney being promoted to managing director, head of financial institutions for Citi Australia and New Zealand. "While we will ...

Link moves to streamline super fund advice

ELIZABETH MCARTHUR  |  THURSDAY, 27 MAY 2021
Link Group has a new technology partnership aimed at streamlining financial advice for superannuation fund members. Link will combine its services with personal financial management tool Moneysoft for a new offering will be available to all super funds ...