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Showing 31 - 40 of 460 results for "Australian Unity"

Australian Unity lashed by ASIC over TMD questionnaire

JAMIE WILLIAMSON  |  THURSDAY, 6 JUN 2024
Australian Unity Funds Management has been told to stop offering its Select Income Fund, with ASIC saying retail clients are unlikely to understand the questionnaire used to determine whether they would be in the target market. ASIC made an interim ...

Australian Ethical snaps up asset manager

ANDREW MCKEAN  |  THURSDAY, 23 MAY 2024
... Australian Ethical has struck a deal to acquire Altius Asset Management, the sustainable fixed income business of Australian Unity, a move that will see its funds under management (FUM) swell by $2 billion. The acquisition will see both firms merge their ...

Australian Unity appoints general manager of social infrastructure

ANDREW MCKEAN  |  MONDAY, 20 MAY 2024
Australian Unity has appointed Darren Dawson, an experienced executive in sustainable finance and ethical investment, as its social infrastructure funds general manager. Dawson will oversee the management of Australian Unity's social infrastructure ...

Perennial Partners takes over Australian Unity fund

ANDREW MCKEAN  |  WEDNESDAY, 8 MAY 2024
Perennial Partners has agreed with Australian Unity Funds Management Limited (AUFM) to take over the investment management of the latter's Future of Healthcare Fund. AUFM will also step down as trustee of the fund, with Perennial taking over as trustee. ...

FSC expands financial advice membership

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... strong, unified industry voice that ensures reform remains a priority for the government. The FSC also appointed Australian Unity chief executive for wealth and capital markets Esther Kerr and J.P. Morgan Asset Management chief executive for Australia ...

Fortnum, PFS launch parent company

KARREN VERGARA  |  MONDAY, 22 APR 2024
... November, AZ NGA-backed Fortnum and Nestworth Financial Strategists (formerly Henderson Matusch) took over PFS from Australian Unity for an undisclosed amount. Nestworth acquired Australian Unity's employed adviser and corporate superannuation services ...

Centuria shakes up senior investments team

KARREN VERGARA  |  FRIDAY, 12 APR 2024
... having joined in 2019. His prior experience includes working as a fund manager at Investa Property Group and Australian Unity. COF assistant fund manager Belinda Cheung steps into the role of fund manager for the REIT, having joined Centuria in 2018 ...

Advice firms must scale up to meet demand: AZ NGA

CASSANDRA BALDINI  |  WEDNESDAY, 6 DEC 2023
... by AZ NGA-backed Nestworth Financial Strategists in partnership with Fortnum Private Wealth. Barrett said the Australian Unity deal is just the latest in a series of transactions enabled by AZ NGA. "We have so much conviction that advice businesses need ...

Australian Unity sells advice arm to Fortnum, Nestworth

ANDREW MCKEAN  |  TUESDAY, 14 NOV 2023
Australian Unity entered into a strategic alliance, selling its financial advice business to AZ NGA-owned advisory firm Nestworth and Fortnum Private Wealth. AZ NGA, through Nestworth, will acquire Australian Unity's employed adviser and corporate superannuation ...

Morningstar executive lands at ART

KARREN VERGARA  |  TUESDAY, 7 NOV 2023
... Management's head of institutional portfolio management and solutions, a role she took in 2018. She was previously Australian Unity Investments' head of investment product and strategy. Fitzgerald served in various senior positions that included ...