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Showing 5661 - 5670 of 9286 results for "wealth"

ASIC hits ex-ANZ adviser with ban

ALEX BURKE  |  THURSDAY, 14 JAN 2016
... an appeal to the Administrative Appeals Tribunal to review ASIC's findings. The investigation was part of ASIC's broader Wealth Management Project, established in October 2014 to analyse the conduct of wealth management divisions in major financial institutions ...

Prime Super awards multi-asset mandate

ALEX BURKE  |  WEDNESDAY, 13 JAN 2016
... Lachlan Baird. "We offer straightforward superannuation solutions to empower our members to grow, manage and protect their wealth and retirement income and believe the PineBridge Global Dynamic Absolute Return Fund will be able to provide our members ...

EQT creates new division, appoints head

ALEX BURKE  |  WEDNESDAY, 13 JAN 2016
... Superannuation Trustee Office will become Superannuation & Portfolio Services (SPS), and will be led by current KPMG director, wealth advisory Mark Blair. The new division continues EQT's long history of providing superannuation fund administration and ...

Northern Trust wins Mutual Trust custody mandate

DARREN SNYDER  |  TUESDAY, 12 JAN 2016
Multi-family office and wealth management firm Mutual Trust has appointed Northern Trust to provide global custody services for a portfolio of international assets. Mutual Trust chief operating officer wealth management Andrew Wood said the appointment ...

New role for IOOF executive

DARREN SNYDER  |  FRIDAY, 8 JAN 2016
IOOF general manager of distribution Renato Mota will take on a newly created role at the wealth management firm in 2016, following a company restructure and the resignation of Mick Farrell. Farrell resigned as general manager of dealerships in December ...

NAS searching for new EGM

DARREN SNYDER  |  FRIDAY, 8 JAN 2016
... Andrew Mehrtens as an associate director business development. Mehrtens was previously a key account manager at Centric Wealth, a subsidiary of Findex. NAS is Australia's largest custodian with about $793 billion in assets under custody. Its most recent ...

Magellan prepping ASX-quoted version of infra fund

MARK SMITH  |  FRIDAY, 18 DEC 2015
Magellan Asset Management is replicating the structure of its innovative ASX-quoted managed fund for its global listed infrastructure fund. The move, expected to be completed in the first half of 2016, follows the success of the listed Magellan Global ...

Spire Copper Rock small cap fund added to two platforms

MARK SMITH  |  THURSDAY, 17 DEC 2015
... including 13 Australian institutions, but Spire Capital has the remaining $300 million capacity available for the private wealth market with some licensees now including the fund in their model portfolios. "Copper Rock are a proven specialist in a sector ...

Mine Wealth + Wellbeing partners admin newcomer

MARK SMITH  |  THURSDAY, 17 DEC 2015
Mine Wealth + Wellbeing is changing its administration systems provider to Recreo Financial, a small fintech company with its early experience in the SMSF market. The deal sees the$9.5 billion mining industry super fund taking a minority stake in Recreo. ...

ETF businesses bullish on growth prospects

MARK SMITH  |  THURSDAY, 17 DEC 2015
... opportunities, so seeing this level of confidence in spite of current economic headlines is not surprising," EY Oceania wealth and asset management leader, Antoinette Elias, said. "We continue to see great energy and promise for the future. However ...