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Showing 41 - 50 of 735 results for %22Personal Investor%22

Perpetual restructures asset management leadership, regional chiefs exit

ANDREW MCKEAN  |  THURSDAY, 24 AUG 2023
... Standard, David Lane, the chief of Perpetual's US asset management division, will step down at the end of the month, citing personal and family reasons for his departure. Perpetual's FY23 results showed it assets under management increased to $212.1 ...

Wall Street firms slugged $442m for recordkeeping breach

KARREN VERGARA  |  WEDNESDAY, 9 AUG 2023
... massive fines that totalled US$289 million ($442m) after the Securities and Exchange Commission (SEC) found that they used personal apps to conduct business. From at least 2019, the 11 firms admitted they used "off-channel communications" in the form ...

Russell Investments reports super returns up to 13.5%

ANDREW MCKEAN  |  FRIDAY, 28 JUL 2023
Russell Investments GoalTracker, the MySuper default option for iQ Super, Nationwide Super and Resource Super members, has posted returns up to 13.5%. The GoalTracker investment option delivered a 13.5% return for members aged 50 and under, attributed ...

ASIC acts against illegal investment scheme operator

JAMIE WILLIAMSON  |  WEDNESDAY, 26 JUL 2023
... over the life of each development, expected to be 18-24 months. ASIC has also previously alleged that Hopkins misused investor funds, including converting them into crypto assets. ASIC is seeking to have The A Team Property Group wound up, alongside ...

AAC at centre of billionaire insider trading scheme

CHLOE WALKER  |  WEDNESDAY, 26 JUL 2023
... 2021, the 86-year-old exploited his access to corporate boardrooms, repeatedly providing inside information to friends, personal assistants, private pilots, and romantic partners. This included publicly traded companies he was a major investor in. "Those ...

New Vanguard regional ETF capital markets lead

KARREN VERGARA  |  TUESDAY, 25 JUL 2023
Vanguard Australia has appointed a new lead for the Asia Pacific region who will oversee ETF capital markets as the incumbent takes up another role within the firm. Adam DeSanctis, who most recently had a stint in personalised indexing for financial ...

ASIC permanently bans David Sutton

ANDREW MCKEAN  |  TUESDAY, 4 JUL 2023
... between his clients at a significant price differential and used the price margin for his own benefit, including to pay personal debts. He also disguised that a related party was the true owner and seller of unlisted shares that he arranged his clients ...

High value investors playing it safe: Report

CHLOE WALKER  |  TUESDAY, 20 JUN 2023
... making investment decisions. However, they are less focused on the fees or costs associated with investing and their personal circumstances, and instead are more likely to consider the need for diversification in their portfolios as well as the past ...

Soros hands the reins to son

CHLOE WALKER  |  FRIDAY, 16 JUN 2023
... Endowment Fund) in the 1970's, and is well-regarded as one of the most successful hedge fund managers in history. His personal net worth is approximately $9.9 billion.

Greg Combet steps down as IFM Investors, ISA chair

ANDREW MCKEAN  |  WEDNESDAY, 14 JUN 2023
IFM Investors and Industry Super Australia (ISA) chair Greg Combet has relinquished his role to head the government's new Net Zero Agency. Recognised for his expertise in government, investment, climate policy, and industrial relations, as well ...