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Showing 561 - 570 of 1653 results for "Excel"

BNY Mellon expands to Asia Pacific

KARREN VERGARA  |  WEDNESDAY, 2 SEP 2020
A US$2 trillion fund manager is expanding to Taiwan and appointed a lead to drive its strategy in the Asia Pacific. BNY Mellon Investment Management announced Rebecca Chu will spearhead the firm's growth as head of Taiwan, focusing on local clients ...

Australian Ethical benefits from seismic cultural shift

ALLY SELBY  |  WEDNESDAY, 26 AUG 2020
Australian Ethical has seen almost 10,000 new members invest in its super and managed funds offerings in the past financial year, while institutional players - including other super funds - have also been knocking at the door. "We are fielding calls ...

Zurich rejigs operations team

KARREN VERGARA  |  MONDAY, 24 AUG 2020
Zurich Life & Investments has made a series of leadership changes across its operations team, taking the next steps to integrate with OnePath. Tina Beilby has moved to the newly-created role of head of operations, integration. Beilby is now responsible ...

CBA profit takes hit, dividend cut

ELIZA BAVIN  |  WEDNESDAY, 12 AUG 2020
The Commonwealth Bank has announced an 11.3% profit hit due to the effects of the COVID-19 pandemic and slashed its dividend by 31%. The bank announced its FY20 results, saying it reflects the impact of COVID-19 on its customers and the economy, adding ...

Advice firm awarded international certification

ELIZABETH MCARTHUR  |  MONDAY, 10 AUG 2020
Shadforth Financial Group has achieved the international fiduciary certification following an assessment by the Centre for Fiduciary Excellence. Shadforth is now one of just seven Australian advice firms to have the certification. "Advice relationships ...

First company lists on Sydney Stock Exchange

ELIZABETH MCARTHUR  |  FRIDAY, 7 AUG 2020
Junior gold miner Torque Metals has become the first company to list on the Sydney Stock Exchange. Sydney Stock Exchange chief executive Michael Go said the listing was the first under the exchange's new strategy and that several more companies were ...

Vanguard funds downgraded by Morningstar

KANIKA SOOD  |  WEDNESDAY, 5 AUG 2020
Four Vanguard funds totaling $17 billion in funds under management had their ratings slashed at Morningstar this week, as they had their first review under the ratings house's new methodology. The Vanguard Growth Index Fund ($5.6 billion), the Vanguard ...

SelfWealth awards brokerage mandate

ALLY SELBY  |  TUESDAY, 4 AUG 2020
ASX-listed trading platform SelfWealth has renewed its clearing, settlement and execution (CS&E) mandate with retail broker OpenMarkets, in a move that it says demonstrates the two fintech's shared objective of disrupting the status quo. The agreement ...

AMP Capital names real estate head replacement

ELIZA BAVIN  |  TUESDAY, 4 AUG 2020
AMP Capital named its new head of real estate following Carmel Hourigan's decision to join Charter Hall. Kylie O'Connor has been promoted to the position, currently working as AMP Capital Real Estate chief operating officer and managing director separate ...

AFCA creates new role

ANNABELLE DICKSON  |  TUESDAY, 4 AUG 2020
The Australian Financial Complaints Authority (AFCA) has appointed Campbell Daff to the newly created position of head of membership services. Daff has significant experience in the design and delivery of membership value and service propositions and ...