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| | | ... pairing of Jacobs and McWilliams as creating a strong balance, Stafford cited Jacobs' strong disciplined operation and management focus, and McWilliams' ability to attract new business through his strong corporate superannuation relationships. |
| | | | ... Financial Services Council (FSC) chief executive Blake Briggs said the regulatory pendulum for the superannuation, funds management, and financial advice sectors swung too far over the last decade under successive governments, pointing in particular ... |
| | | | ... of equities at State Super and TCorp, as well as head of investments at ESSSuper. More recently, he held portfolio management roles at ANZ Wealth and IOOF before becoming executive director of Clearway Capital Solutions. |
| | | | ... take on a whole-of-firm focus. Hulley brings more than twenty years of executive experience, having led investment management operations, regulatory compliance and business transformation across complex financial services environments. Most recently ... |
| | | | ... chair Christine McLoughlin said Brake's investment expertise and deep understanding of portfolio construction, risk management and governance will be invaluable as the fund continues to deliver strong retirement outcomes for its members. "Sue's ... |
| | | | ... largest and longest-serving superannuation fund. He was most recently chief financial officer at Prime Value Asset Management, having previously spent 18 years as chief executive of Prime Super During his two decades at the helm of Prime Super Baird ... |
| | | | Vector Capital Management has created a new chief investment role as it continues its push to bridge traditional and digital finance for high-net-worth and institutional clients. The Melbourne-based digital asset specialist has appointed William Fong ... |
| | | | ... due diligence of new investment options; the triggers and controls it relied upon to monitor and review options; and management of conflicts of interest arising from outsourcing services to Netwealth Investments and other third parties. "While Netwealth ... |
| | | | ... reaching a binding agreement, or that any transaction would proceed. Perpetual announced its intent to sell the wealth management business in February 2025. On November 5, Perpetual confirmed the exclusive agreement with Bain Capital Private Equity to ... |
| | | | ... registrable superannuation entities (RSEs) and has approximately 649,000 member accounts and over $37 billion in funds under management. The additional licence conditions follow APRA's recent thematic review of the investment governance, strategic ... |
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