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| | | Alexander Funds, the credit income investor, has added a second operative to its Sydney office to boost its distribution team. Oliver Carr joins as a business development associate, reporting to James Curnow, regional manager for NSW, ACT and Queensland. ... |
| | | | ... He joins from Medibank, where he was portfolio manager for fixed interest and cash. Previous roles include head of credit funds at Mutual Ltd, similar roles at Alexander Funds Management, equity research at Macquarie Bank, and credit risk management ... |
| | | | ... portfolio manager with more than 30 years of experience, including leadership roles in accounting, investment banking, and funds management. Before joining Jarden, Kelly was a portfolio manager at DNR Capital and earlier held roles at UBS, Macquarie ... |
| | | | ... JANA's advisory, research and investment teams - which now sees 100 professionals managing more than $1.7 trillion in funds under advice. Six have been named principal consultant: Bill Dwyer, Ed Giudice and Prashanthi Nadarajah on the client advisory ... |
| | | | ... Stewart Investors and FSSA Investment Managers back together. FSSA Investment Managers will take over Stewart Investors' funds this week, First Sentier Group said. The decision follows the departures of David Gait, Sashi Reddy and Sujaya Desai in August. ... |
| | | | ... in superannuation and retirement planning from previous senior roles in the financial services sector, from large super funds to smaller boutique advisory firms. His most recent role was as national manager, SMSFs at Findex, and he's previously held ... |
| | | | ... insurance Carmen Beverley-Smith has warned superannuation trustees that the regulator will use the full extent of its powers if funds are spending member money in irresponsible ways. Beverley-Smith said one reason consumers have a lack of trust in the ... |
| | | | ... includes looking closely at their fees, margin structures and conflict-of-interest management in wholesale private credit funds. It will also examine the sale of private credit funds to retail clients through direct and advised channels. |
| | | | ... reasonable care and skill in doing so. ASIC also believes SQM Research made misrepresentations that understated the percentage of funds managed by parties related to Shield. SQM Research's reports allegedly did not "accurately depict the standard ... |
| | | | ... First Guardian. Documents state Interprac informed the lead generator it "can bring the concept that one of the preferred funds you use is First Guardian" but that they couldn't "make it so that First Guardian is the underlying reason for the call ... |
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