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Showing 31 - 40 of 194 results for %22Mutual Trust%22

Chief investment officer departs Mutual Trust

ELIZABETH MCARTHUR  |  FRIDAY, 30 APR 2021
The multi-family office Mutual Trust has appointed a new chief investment officer following the departure of Graeme Bibby. Bibby, who was chief investment officer at Mutual Trust for more than four years, has left the business. A spokesperson for Mutual ...

Hostplus, HNWs back CSIRO fund

ANNABELLE DICKSON  |  TUESDAY, 27 APR 2021
... Lockheed Martin and Temasek, as well as family offices and private investors from Morgan Stanley Wealth Management and Mutual Trust. The first fund helped develop 26 companies including v2food, Myrotia, Coviu, Kasada, Gilmour Space, Q-CTRL and Baraja ...

Defined benefit fund in SFT

ELIZABETH MCARTHUR  |  FRIDAY, 23 APR 2021
... benefit fund with $77 million in funds under management is completing a successor fund transfer to a Mercer subplan. Factory Mutual Insurance Company Superannuation (FMIC) members and assets will be transferred from the existing fund to a Mercer sub-plan ...

Dealer group GM exits

JAMIE WILLIAMSON  |  THURSDAY, 18 MAR 2021
... LinkedIn post, Kriss thanked IOOF and Bridges for what he described as an "immensely rewarding" 19-year tenure. "Importantly, I trust my Bridges tenure has been a mutually rewarding one. I have enjoyed playing a role growing our respective practices ...

Colonial Super Retirement Fund rejigs managers

KANIKA SOOD  |  WEDNESDAY, 3 MAR 2021
... April 2021 and apply to 19 products available via Colonial Super Retirement Fund and other products issued by the Colonial Mutual Life Assurance Society Limited (CMLA). In Australian fixed income, Macquarie's Australian Fixed Income Fund will replace ...

Perpetual introduces new family office team

ANNABELLE DICKSON  |  MONDAY, 15 FEB 2021
Perpetual Private has created a new family office team and appointed a head from Mutual Trust and named four specialists dedicated to servicing the family office clients. Nick Lipscombe has been named as head of family office and he will develop and ...

First Sentier launches infrastructure fund

KARREN VERGARA  |  FRIDAY, 15 JAN 2021
... usage," Greenup said. First Sentier Investors managing director for Americas Bachar Beaini said: "Until now, US investors in mutual funds had limited options to invest in publicly traded infrastructure assets in this country outside of globally focused ...

Morningstar introduces new platform

KARREN VERGARA  |  FRIDAY, 15 JAN 2021
... and newsfeeds. The platform has 40 configurable web components to help wealth managers follow market changes on stocks, mutual funds, ETFs, closed-ended funds, foreign-exchange markets, options, preferred stocks, indexes, commodities and fixed income. ...

ATO backs SMSFs as strong retirement choice

ELIZA BAVIN  |  THURSDAY, 17 DEC 2020
... in partnership with all our stakeholders across the SMSF sector and I look forward to continuing these relationships of mutual support and collaboration," he said. "We want to ensure SMSFs remain a strong and credible retirement planning choice for the ...

Australia bottoms out on fund disclosure

ANNABELLE DICKSON  |  TUESDAY, 15 DEC 2020
Australia has been given the lowest grade by a research house for being the only mutual fund market in the world that does not have regulated portfolio holdings disclosure. Morningstar's biannual Global Investor Experience (GIE) report gave Australia ...