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| | | ... be announced shortly. Shanley previously held senior leadership finance, tax and operational roles at Impact Investment Group. Australian Unity, JB Were and Aviva Australia. As for promotions, CareSuper has appointed Mathew Barrie, as a portfolio manager. ... |
| | | | ... consultant. Kim previously spent 12 years as a portfolio manager in the multi-asset and fixed income teams at Macquarie Group before doing a 12 month stint at National Australia Bank in a similar role. Cerise Bootsma joins as senior associate analyst ... |
| | | | Vector Capital Management has created a new chief investment role as it continues its push to bridge traditional and digital finance for high-net-worth and institutional clients. The Melbourne-based digital asset specialist has appointed William Fong ... |
| | | | ... acquire Allgas, a gas distribution network in Queensland. The US$80 billion asset manager has bought the network from APA Group, Marubeni Corporation, and other shareholders for an undisclosed amount. Allgas provides gas distribution infrastructure of ... |
| | | | ... only $7 million can be identified at present. Financial Standard understands the funds offered by FMPE were being sold by a group of unlicensed representatives that claimed to operate under exemptions outlined in section 708 of the Corporations Act. ... |
| | | | ... business had funds under advice (FUA) of $21.5 billion at the end of June. It operates financial advisory firms Fordham Group, Perpetual Private, Jacaranda Financial Planning, and Priority Life. The business added to Perpetual's $235.6 million in ... |
| | | | ... has been designed to assist advisers to increase capacity and deliver greater efficiency when engaging with clients. AMP group executive and platforms director Edwina Maloney and head of adviser experience and digital Peter Batsakis said the new kind ... |
| | | | Natixis Investment Managers and Generali Investment Holdings (GIH) have decided to call off their plans for a joint venture, citing conditions not ripe to reach a final agreement. Natixis' owner BPCE and GIH's parent company Generali said they ... |
| | | | Sequoia Financial Group's embattled licensee and adviser services division flagged it is currently making healthy earnings but expects to take a hit from the First Guardian Master Fund and Shield Master Fund debacle. The unit, which is embroiled in ... |
| | | | Australian Wealth Advisors Group (AWAG) has made two strategic investments, in Avalon Financial Services and SWR Chartered Accountants, doubling its authorised representatives from 40 to 80 across Australia. Avalon is a Sydney-based company specialising ... |
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