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Showing 31 - 40 of 1263 results for %22perpetual%22

EG grows private wealth strategy

CHLOE WALKER  |  THURSDAY, 26 OCT 2023
... manager for private wealth and capital raising. He has also held senior roles at Macquarie Group, BT Financial, and Perpetual. Walt said Weingarth will play an integral role in further strengthening the presence of EG's private wealth solutions. ...

Macquarie breaks into top 50 fund manager list

KARREN VERGARA  |  TUESDAY, 24 OCT 2023
... Capital's US$84.3 billion, they made the top 200 list of the largest fund managers. Challenger, QIC, Charter Hall, Perpetual, and Pinnacle Investment Management made the top 250. Leslie Mao, head of equity research and co-portfolio manager at Willis ...

Perpetual hires new distribution lead

ELIZABETH FRY  |  FRIDAY, 13 OCT 2023
Perpetual Asset Management has appointed longstanding wealth operative Tom Loneragan as head of listed and direct. In this role, Loneragan will sit within the distribution and sales team and report to the firm's head of wealth, Lee Hopperton. The ...

FEAL appoints NGS Super chief to board

CASSANDRA BALDINI  |  FRIDAY, 29 SEP 2023
... governance and two years at Suncorp as manager of the office of the superannuation trustee. Previtera also formerly worked at Perpetual and Commonwealth Bank in similar roles. Welcoming the new member to the board, FEAL chair Brian Delaney said Previtera's ...

Former adviser lands in jail

KARREN VERGARA  |  TUESDAY, 26 SEP 2023
... money to feed his gambling habit between July and August 2019 while he was sole director and shareholder of Platinum Perpetual Global Private Wealth, court documents read. One client noticed six unauthorised withdrawals amounting to over $100,000 that ...

Boards must crack down on cybersecurity: ASIC

CASSANDRA BALDINI  |  TUESDAY, 19 SEP 2023
The regulator has warned it will take action against boards and directors that neglect cybersecurity risks, saying to do so could result in non-compliance with regulatory obligations. ASIC chair Joe Longo said cybersecurity and resilience are not merely ...

Perpetual shutters innovation fund, Pendal funds

JAMIE WILLIAMSON  |  THURSDAY, 14 SEP 2023
Despite returning over 40% last financial year, Perpetual is terminating a six-year-old global equities fund. It will also shutter several Pendal funds in November. The Perpetual Global Innovation Share Fund was launched in June 2017 and invested in ...

Koda Capital restructures Investment Strategy Group team

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2023
... Koda since it kicked off in 2014, prior to which she held senior roles at BNY Mellon, AllianceBernstein, AMP Capital, Perpetual, and BNP Paribas. Taking over as chief investment officer will be Norman Zhang, currently in the same role at Legalsuper. ...

Managed accounts FUM hits $162bn

KARREN VERGARA  |  TUESDAY, 5 SEP 2023
... clients work towards achieving their financial goals. IMAP recently unveiled its 2023 Managed Account Awards winners. Perpetual Private took out the award for Licensee Managed Account, while Alvia Asset Partners took home the inaugural award for Boutique ...

IMAP names annual award winners

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2023
... that the quality and number of entries has continued to grow with each year as managed accounts mature in Australia. Perpetual Private took out the award for Licensee Managed Account, while Alvia Asset Partners took home the inaugural award for Boutique ...