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Showing 61 - 70 of 6698 results for "Senior"

AFCA flags legal uncertainty on SMSF wholesale test

KARREN VERGARA  |  THURSDAY, 28 MAR 2024
... wholesale test on self-managed super funds (SMSF), according to the Australian Financial Complaints Authority (AFCA). AFCA senior ombudsman Alex Sidoti used a case study at the recent AFCA Member Forum to highlight a grey area that advisers can overlook ...

QMV Legal folds, managing partner to launch new firm

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2024
... regulatory change and investigations, and material service provider contracts." Melbourne-based QMV Legal also comprises senior regulatory consultant Jessica Pomeroy. Steffanoni will launch a new independent business that remains focused on providing ...

UniSuper appoints new head of fixed interest

ANDREW MCKEAN  |  TUESDAY, 26 MAR 2024
... new head of fixed interest. McCrum has over 30 years of experience in the investment management, previously serving as a senior portfolio manager specialising in income-focused strategies at boutique firm Plato Investment Management. Prior to that, he ...

Platypus AM appoints new chief executive

ELIZA BAVIN  |  TUESDAY, 26 MAR 2024
... has appointed a new chief executive following the retirement of Gary Adamson. Jelena Stevanovic, who joined Platypus as a senior equities analyst in 2008 before being appointed portfolio manager for Platypus' flagship equities portfolio in 2016, will ...

Northern Trust appoints head of international enterprise client solutions

ANDREW MCKEAN  |  FRIDAY, 22 MAR 2024
... to the bank's asset servicing and asset management solutions, Northern Trust said. Paulin has 25 years of experience in senior level investment research, business creation, asset management, capital markets, and asset servicing roles. Before joining ...

Funds SA asset allocation head to depart

ELIZABETH FRY  |  FRIDAY, 22 MAR 2024
... development for Funds SA clients. He joined Funds SA from the New South Wales Treasury Corporation (TCorp) where he held several senior asset allocation and investment strategy roles. Before his seven years with TCorp, he worked at AMP Capital as an ...

Perpetual seeds Kapstream fund

KARREN VERGARA  |  FRIDAY, 22 MAR 2024
... private debt," he said. Bourke added that the non-bank warehouse market size is estimated at $200 billion. "Banks provide senior funding (with lowest return and risk), we focus on the middle 'mezzanine' notes, which offer attractive return and risk profiles," ...

Former Schroders chief joins private markets firm

ELIZABETH FRY  |  FRIDAY, 22 MAR 2024
... Before his two years as chief of Schroders, Hallinan served as chief executive of Nikko AM Australia. He also held several senior leadership positions at National Australia Bank and MLC Asset Management. Spire Capital partner Dale Holmes noted that Hallinan ...

Two more executives leave Morningstar

ELIZABETH FRY  |  THURSDAY, 21 MAR 2024
... seeking to replace Peter Warnes, who retired earlier this month as head of equities research. Meantime, in February, its senior manager, investment specialist Annika Bradley took on a new role with UniSuper.

ART adds heavyweights to board

ELIZABETH FRY  |  THURSDAY, 21 MAR 2024
... make the merger a reality," he said. Also, former Future Fund chief executive and investment banking and listed company senior executive Mark Burgess has been appointed chair of ART's investment committee as part of the planned changes to the board. ...