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Showing 551 - 560 of 2923 results for "Phil"

Licensee chair steps down

KARREN VERGARA  |  WEDNESDAY, 10 NOV 2021
The founder and chair of a licensee will step down from executive duties at the end of the year. Fortnum Private Wealth announced that Ray Miles will retire but will continue serving as non-executive chair. He will provide counsel to the board and leadership ...

SG Hiscock rejigs fund

ANNABELLE DICKSON  |  THURSDAY, 4 NOV 2021
SG Hiscock & Company has renamed the long standing SGH20 fund and increased the number of holdings in the fund. SGH20 was established in 2004 and has been renamed the SGH High Conviction Fund. The underlying strategy remains the same, yet the maximum ...

Family offices back Regal resources fund

ELIZABETH MCARTHUR  |  FRIDAY, 22 OCT 2021
... strategy solely dedicated to the resources sector, led by Regal head of mining Tim Elliott along with chief investment officer Phil King. Elliot joined Regal from Glencore, where he was head of mergers and acquisitions, in 2017. The long/short resources ...

Link names head of insurance

KARREN VERGARA  |  WEDNESDAY, 20 OCT 2021
Link Group hired a new lead for insurance who recently finished up at TAL Australia. Phil Angelico is now part of Link's retirement and superannuation solutions (RSS) unit, taking on the position of head of insurance in September. He is responsible ...

NAB adds to board

ANNABELLE DICKSON  |  WEDNESDAY, 20 OCT 2021
The big four bank appointed the former chief executive and founder of Vocus Communications as a non-executive director. James Spenceley founded Vocus Communications in 2007, which was recently acquired by Macquarie Infrastructure and Real Assets for ...

UBS names country head from BlackRock

ANNABELLE DICKSON  |  MONDAY, 18 OCT 2021
UBS Asset Management appointed BlackRock's chief operating officer as country head for Australia and New Zealand. Alison Telfer has been appointed to the role, effective January 2022. Along with being BlackRock's chief operating officer, Telfer was ...

Industry mixed over FSC advice framework

ANNABELLE DICKSON  |  FRIDAY, 15 OCT 2021
... being supplied with general information by a product provider, for example." AFA general manager, policy and professionalism Phil Anderson added: "We also welcome the KPMG report on the cost of financial advice, which highlights the current problem with ...

Pendal FUM rises despite mandate losses

KARREN VERGARA  |  FRIDAY, 15 OCT 2021
Several mandate losses did not dampen Pendal Group's 30% increase in funds under management for the September quarter. Pendal's total FUM grew to $139.2 billion from $106.7 billion quarter on quarter, a trading update on the ASX shows. For its ...

FPA reveals 2021 award finalists

KARREN VERGARA  |  WEDNESDAY, 13 OCT 2021
The Financial Planning Association of Australia unveiled its shortlist of finalists for the upcoming FPA Awards. The ninth annual FPA Awards recognise the outstanding achievements of financial planners, paraplanners, university students and FPA professional ...

Link hires RSS compliance head

ANNABELLE DICKSON  |  THURSDAY, 30 SEP 2021
Link Group hired a senior superannuation specialist from ASIC to take on the role of global head of risk and compliance for its Retirement & Superannuation Solutions (RSS) division. Theresa Mills joined ASIC in 2016 as a director of its financial literacy ...