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Showing 471 - 480 of 1653 results for "Excel"

BT Panorama down for a week

ELIZABETH MCARTHUR  |  MONDAY, 9 AUG 2021
BT's $169 billion platform, the largest in the country, was down all last week - leaving advisers frustrated and clients unable to move money. Disruption to BT Panorama started on Monday August 2 and full service was not restored until Sunday August ...

Pinnacle NPAT doubles in FY21

KANIKA SOOD  |  FRIDAY, 6 AUG 2021
Pinnacle Investment Management reported a 108% increase in net profit after tax to $67 million in FY21, after strong inflows and good performance. Its boutique partners' total FUM at June end was $89.4 billion, up 52% from FY20. The FUM has grown at ...

Vale Murray Wyatt

JAMIE WILLIAMSON  |  TUESDAY, 27 JUL 2021
The long serving chair of wealth management firm Morrows is being remembered for his larger-than-life personality and generous spirit following his sudden passing last week. Tributes are flowing for Morrows chair and director Murray Wyatt, who passed ...

Janus Henderson hires global operations chief

KANIKA SOOD  |  FRIDAY, 23 JUL 2021
The ASX-listed US$405 billion manager has hired from State Street to appoint a global chief operating officer. James Lowry will join Janus Henderson on October 1. The newly created role is based in London and reports to Janus Henderson chief executive ...

Yarra Capital appoints managing director

ELIZABETH MCARTHUR  |  FRIDAY, 23 JUL 2021
Yarra Capital has appointed a new managing director, hiring from the Commonwealth Bank. Edward Eason will have oversight of Yarra's day-to-day operations in the managing director role, based in Melbourne. Eason was most recently chief financial officer ...

Boutique appoints chief executive

KANIKA SOOD  |  WEDNESDAY, 21 JUL 2021
H.R.L. Morrison & Co has appointed a new chief executive as the incumbent prepares to step down after 13 years. Marko Bogoievski will be replaced by the firm's head of Australia and New Zealand Paul Newfield, effective 1 January 2022. Newfield is also ...

AMP Capital fund reduces fees, secures major loan

KARREN VERGARA  |  THURSDAY, 15 JUL 2021
AMP Capital's Community Infrastructure Fund (CommIF) is shaking up its management fee structure and has announced that it secured a major loan for one of its key assets. The $1.4 billion fund told shareholders that from August 1, management fees ...

Ord Minnett appoints state lead

KARREN VERGARA  |  MONDAY, 12 JUL 2021
Ord Minnett named a new state manager for Queensland who will also act as a senior investment adviser. David Lane joins the firm from Pitcher Partners where he spent over 11 years as a director of wealth management, a unit he established and led in ...

New chair for AIA Australia

ELIZABETH MCARTHUR  |  WEDNESDAY, 7 JUL 2021
AIA Australia has a new chair, separating its board from the board of AIA New Zealand. Theresa Gattung had been chair for 12 years, now she will serve as chair of the AIA New Zealand board only. Peter Yates, previous chair of CommInsure which AIA acquired ...

AMP Life CIO moves to HESTA

ELIZABETH MCARTHUR  |  WEDNESDAY, 7 JUL 2021
HESTA has a new head of portfolio management, nabbing the former chief investment officer for AMP Life. Jeff Brunton will move to the $62 billion industry fund, after a year as chief investment officer at AMP Life, followed by a year as deputy chief ...