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Showing 41 - 50 of 110 results for %22Australian Unity Wealth%22

Australian Unity creates new partnerships role

ELIZABETH MCARTHUR  |  THURSDAY, 21 MAR 2019
Australian Unity Trustees has recruited from Equity Trustees to fill the newly-created position of head of partnerships. Sally Fenemor is taking on the new role, joining from Equity Trustees where she was most recently national business development ...

Australian Unity names equity origination head

KARREN VERGARA  |  MONDAY, 11 MAR 2019
A new head of equity origination is joining Australian Unity's wealth and capital markets business. Brad Watson joined in February as head of equity origination for property. He is responsible for developing and executing product and sales strategies ...

Choice outweighs balance for women

KARREN VERGARA  |  FRIDAY, 8 MAR 2019
... overlooked is empowering women to make choices to live a financially secure and fulfilling life. This is according to Australian Unity Trustees general manager Emma Sakellaris, who says that achieving balance can be "extremely difficult" for women. Years ...

Wills are an afterthought for the rich: Lawyer

KARREN VERGARA  |  WEDNESDAY, 27 FEB 2019
... don't have wills or rely on do-it-yourself will kits still comes as no surprise to an estate planning expert. Australian Unity Trustees national manager of estate planning Anna Hacker says wealthier people are not as organised in their estate planning ...

Morningstar IM appoints regional chief investment officer

KANIKA SOOD  |  TUESDAY, 13 NOV 2018
... group. Prior to this, he was Russell Investment Group's director of consulting for APAC for seven years. New Australian Unity hire Morningstar IM Australia has also appointed a head of institutional portfolio management and solutions. Jody Fitzgerald ...

Growth spurs new hires at Australian Unity

HARRISON WORLEY  |  TUESDAY, 13 NOV 2018
Australian Unity made a raft of appointments to support growth in its investments arm. The wealth manager added George Cupac to lead its private markets and institutional clients division, while hiring former AMP Capital executive Shantini Nair as its ...

Platypus distribution director departs

KANIKA SOOD  |  THURSDAY, 8 NOV 2018
... Partners he will be a national key account manager. "Platypus is considering a number of options and is working with Australian Unity to assess the business' distribution arrangements," a spokesperson for the boutique said. Hearne has worked at AMP ...

Australian Unity's wealth business grows

KANIKA SOOD  |  WEDNESDAY, 12 SEP 2018
Australian Unity's profit after income tax jumped 10% in FY18 even though its revenues dipped slightly. It generated $1.8 billion in revenues and $51.5 million in profit after income tax. Its wealth and capital markets business recorded the highest ...

Former Mercer director joins MGP

JAMIE WILLIAMSON  |  MONDAY, 3 SEP 2018
... executive director, financial services at ASIC, and former general counsel and group executive, governance at Australian Unity. "We are delighted that Pamela has joined our board as a director at what is an exciting time for our company and a period ...

Former Australian Unity executive joins advice licensee

JAMIE WILLIAMSON  |  FRIDAY, 27 JUL 2018
A financial advice dealer group has added its third former Australian Unity executive this month. Former Australian Unity Personal Financial Services chief executive Steve Davis has joined Infocus Wealth Management in the newly created role of chief ...