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Showing 5971 - 5980 of 22137 results for "Tim"

J.P. Morgan rolls out global accounting services

ELIZA BAVIN  |  WEDNESDAY, 23 SEP 2020
... consistent technology and reporting capabilities. Head of product development, Securities Services, Australia and New Zealand Tim Helyar told Financial Standard the rollout has been a big development for the group. "In the last six months we've reached ...

ASIC cleans up 'cash plus' funds

KANIKA SOOD  |  WEDNESDAY, 23 SEP 2020
ASIC found 14 'cash' funds with $7 billion in assets had confusing or inappropriate labelling, resulting in changes to names, asset allocations or in one case, even a closure. The corporate regulator found some funds that labelled themselves as 'cash ...

Bermuda-based fund launches down under

ALLY SELBY  |  WEDNESDAY, 23 SEP 2020
A boutique manager has launched its Bermuda-based fund to the Australian market, with underlying assets in US life insurance policies. The Life Settlements Fund is projected to return 8-12% per annum according to its manager Laureola Advisors, with ...

MLC Wealth risk lead departs

ELIZABETH MCARTHUR  |  WEDNESDAY, 23 SEP 2020
A chief risk officer at MLC Wealth has departed the business, with an acting chief appointed for the interim. Julia Pryor finished in her role as acting chief risk officer for the retirement and investment solutions and platforms division at MLC Wealth ...

AMP Capital launches infra debt strategy

ALLY SELBY  |  WEDNESDAY, 23 SEP 2020
AMP Capital has launched a new infrastructure debt strategy, set to help investors capitalise on emerging growth opportunities in the Asia Pacific region. The Infrastructure Debt Asia Pacific strategy will target infrastructure mezzanine debt opportunities ...

817 super complaints during COVID-19

ELIZABETH MCARTHUR  |  WEDNESDAY, 23 SEP 2020
The Australian Financial Complaints Authority has revealed the breakdown of what was complained about between 3 March 2020 and 31 August 2020. Superannuation complaints were dwarfed by other industries with just 817 of the 7420 total. Travel insurance ...

Count Financial adds member firm

ANNABELLE DICKSON  |  WEDNESDAY, 23 SEP 2020
Count Financial has expanded its member network with Sydney-based financial advice firm Small & Gunn joining its licence. Small & Gunn completed the transition to Count Financial in just a six week period after seeking a forward-looking licensee to ...

Liberman firm backs non-bank lender

KANIKA SOOD  |  TUESDAY, 22 SEP 2020
A Liberman family investment company has topped up its investment in a small bank lender. Josh Liberman Investment Group first invested in small-medium enterprise lender Lumi in November 2018 with a $31.5 million raise as a cornerstone investor. Lumi ...

Robo advice solution set to launch

ALLY SELBY  |  TUESDAY, 22 SEP 2020
Nucleus Wealth and Arrow Financial Advice have partnered to launch a white label digital advice platform, set to feature actively managed portfolios and over 30 ESG filters. This will make it the most comprehensive robo advice service in the Australian ...

Boutique welcomes operations chief

KARREN VERGARA  |  TUESDAY, 22 SEP 2020
A former executive of Lazard Asset Management has moved to a $10 billion Sydney-based boutique to lead its operations. Melanie McQuire is the new chief operating officer at Maple-Brown Abbott, responsible for the firm's operating and technology ...