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| | | ... credentials, along with indicative controls and reporting expectations. Trustees can also use it to test whether their risk management frameworks and operational risk settings adequately address fraud and scam threats. Meanwhile, the Scams Policy Template ... |
| | | | ... Hearts & Minds Investments (HM1) is the latest fund manager to write off its stake in the beleaguered Corporate Travel Management (CTD), while Wilson Asset Management slashed its value by 50%. The ASX-listed travel and accommodation agency services provider ... |
| | | | ... high net worth investors. Tim Warrick, managing director and group head of alternative credit with Principal Asset Management, says there are now a wide variety of investors in Australia who are investing or thinking of investing in the US private credit ... |
| | | | ... the for-purpose sector to deliver investment solutions aligned with their mission. Reeves arrives from Yarra Capital Management where she worked on the client relationship side of the business. Before that she spent nine years at AXA Investment Managers ... |
| | | | Nathan Lim is retiring after three decades in global asset management, stepping down from his role as chief investment strategist at Evidentia Group. Evidentia said it has begun the search for his successor and expects to make an appointment in the ... |
| | | | ... practice support, technology, and client engagement tools. Spittle brings more than 25 years of experience in wealth management, including senior leadership roles at Insignia Financial, Macquarie Bank and AMP. Most recently, a director at Investment ... |
| | | | ... pricing team, following a five-year tenure at Knight Frank. The chartered surveyor brings advanced analytical and asset management skills honed within Knight Frank's London capital markets and development team. Perkins previously worked in Australia's ... |
| | | | ... experience and strong adviser relationships from his previous roles at Macquarie Group and, more recently, Ophir Asset Management. Leah Willis, Australian Ethical's head of distribution, welcomed Lin to the team at what she called an exciting time ... |
| | | | Morningstar's former head of alternatives has moved to New Zealand to run Clarity Funds Management. Craig Stanford has been appointed chief executive officer of the Auckland-based asset manager that runs about $8 billion on behalf of community trusts ... |
| | | | ... will keep upward pressure on unit labour costs, prolonging the disinflation process, Vanguard said. Ausbil Investment Management chief economist Jim Chronis highlighted there are several longer-term structural drivers that may help drive new value supply ... |
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