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Showing 821 - 830 of 1653 results for "Excel"

BigTech: The next frontier for high-net-worth investors

EMMA RAPAPORT  |  FRIDAY, 29 SEP 2017
High-net-worth individuals could soon turn to Apple, Google, Amazon and Facebook for wealth management needs according to latest research from Capgemini. In its 2017 World Wealth Report the consulting firm found BigTech is casting a long shadow in wealth ...

Impact Investment Group chief executive departs

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2017
Responsible investing fund manager, Impact Investment Group (IIG), announced the departure of its co-founder and chief executive Chris Lock. IIG chair, Danny Almagor, will step into the chief executive role in the interim as the company searches for ...

Alternatives managers celebrated at annual event

JAMIE WILLIAMSON  |  FRIDAY, 15 SEP 2017
The Macquarie Australia Plus Fund has taken out a key accolade at the 2017 Hedge Funds Rock and Australian Alternative Investment Awards. The awards, which recognise alternative investment managers who have produced superior risk adjusted returns and ...

Former BlackRock president joins Yarra board

ALEX BURKE  |  FRIDAY, 15 SEP 2017
The former head of Blackrock Japan will join Yarra Capital Management's board as a non-executive director and senior adviser for Japan. Prior to BlackRock, new Yarra director Masato Degawa held senior roles at Societe Generale Asset Management and J.P. ...

Adviser, Practice of the Year finalists named

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
Australia's best financial advisers and advice businesses have been recognised as the Association of Financial Advisers and Zurich announced the finalists for the 2017 AFA Adviser and Practice of the Year awards. The AFA Adviser of the Year Award, now ...

APRA names heavyweight panel to investigate CBA

EMMA RAPAPORT  |  FRIDAY, 8 SEP 2017
The Australian Prudential Regulation Authority appointed three highly experienced panel members to conduct an inquiry into the governance, culture and accountability frameworks of the Commonwealth Bank. Chairman of the Banking and Finance Oath, John ...

Mercer names new chief investment officer

EMMA RAPAPORT  |  THURSDAY, 7 SEP 2017
Mercer strengthened its investment leadership with the appointment of a new chief investment officer for the Pacific. Long serving TCorp senior manager Kylie Willment will join Mercer from 25 October, overseeing the investment performance of Mercer's ...

Female Excellence Award finalists announced

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2017
The five finalists in the 2017 Female Excellence in Advice Award have been named. Presented by the Association of Financial Advisers and TAL, the FEIA Award recognises the significant contributions made by women in the financial advice profession, their ...

Platinum covers cost for new listed funds

ALEX BURKE  |  FRIDAY, 25 AUG 2017
At the same time as reporting $3.6 billion in net outflows over the 2017 financial year, Platinum Asset Management said it would cover establishment and operating costs for the launch of two new exchange-traded managed funds. The two new funds, which ...

Executives must think beyond the technical

KARREN VERGARA  |  TUESDAY, 22 AUG 2017
Transitioning from a technical to a leadership role is challenging for financial services executives who overlook the broader soft skills to be effective leaders. CommInsure chief financial officer and chief actuary Jennifer Lang says executives may ...