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Showing 31 - 40 of 252 results for "Shaw"

Managed accounts FUM hits $162bn

KARREN VERGARA  |  TUESDAY, 5 SEP 2023
... equities), Infinity Asset Management (Aussie equities small caps), Lonsec (ESG), Franklin Templeton (international equities), Shaw and Partners (fixed interest), Drummond Capital Partners (multi-asset) and Nucleus Wealth (innovation).

IMAP names annual award winners

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2023
... Asset Management for Aussie equities small caps. On the international equities front, the gong went to Franklin Templeton. Shaw and Partners took out the award for fixed interest options, while Drummond Capital Partners was awarded for having the best ...

Banned adviser told to stay put

CHLOE WALKER  |  FRIDAY, 16 JUN 2023
Having already permanently banned former Shaw and Partners senior adviser Kristofer Ridgway, ASIC has now made sure he cannot leave or attempt to leave Australia. Interim travel restraint orders were made on June 11 following the regulator's application. ...

4D Infrastructure welcomes new investment director

CASSANDRA BALDINI  |  TUESDAY, 30 MAY 2023
Tim Snelgrove has been appointed investment director and will report into chief investment officer Sarah Shaw. Snelgrove will be based in Sydney and brings 14 years of experience in financial services to the role, including 12 years in globally listed ...

Blackwattle Investment Partners debuts

CHLOE WALKER  |  TUESDAY, 23 MAY 2023
... investors include Perth's Mimaro Family Office and the Wall Family Office, as well as private investors William Taylor and Kemper Shaw, former NAB and Tattarang executive Andrew Hagger, and Flannery Family Office chief investment officer Quentin Flannery. ...

Uptick in adviser numbers: Research

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2023
... Capstone Financial Planning (259), Lifespan Financial Planning (258), SMSF Advisers Network (241), Fortnum Private Wealth (213), Shaw and Partners (174), and Infocus Securities (172) make up the top 10 non-aligned licensees. Insignia continues to be ...

Former Shaw and Partners adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 13 APR 2023
A former Shaw and Partners financial adviser was permanently banned by ASIC after it was determined he was not competent and likely to breach the law again. It followed an investigation that found he, among other things, accepted unlawful commissions ...

SG Hiscock commences abrdn fund changes

JAMIE WILLIAMSON  |  THURSDAY, 6 APR 2023
Changes to several abrdn funds are due to be rolled out this month, following the handover of its Australian equities business to SG Hiscock. The fund manager has notified investors that changes will be made to the abrdn Ex-20 Australian Equities Fund ...

Retirement officer roles critical in super funds

CHLOE WALKER  |  THURSDAY, 23 MAR 2023
With a wave of new members coming into retirement, it's more important than ever for super funds to create dedicated C-suite roles, a panel of executives at the Conference of Major Super Funds urged yesterday. As Aware Super's head of retirement ...

Cbus retirement lead jumps to AustralianSuper

ELIZABETH FRY  |  FRIDAY, 25 NOV 2022
Cbus confirmed that its head of retirement has left the fund to join AustralianSuper. Jon Sedawie has been appointed principal, retirement product at the country's largest superannuation fund. Sedawie spent nine years at Cbus, most recently as head ...