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Showing 821 - 830 of 1164 results for Chloe Walker

Umlaut acquires Specialist PMC

CHLOE WALKER  |  MONDAY, 4 JUL 2022
The two businesses are set to provide a new level of Xplan knowledge and support to the financial services sector. While each business will continue operating as normal, financial services firm Umlaut said the acquisition of the Xplan consultant will ...

Rest expands sustainability mandate

CHLOE WALKER  |  MONDAY, 4 JUL 2022
The super fund has expanded an existing mandate with Calvert to include a carbon reduction tilt that will cover its entire Australian equity portfolio. Earlier this year, Rest enlisted the help of Calvert Research and Management and Parametric Portfolio ...

ASIC bans Melbourne adviser

CHLOE WALKER  |  FRIDAY, 1 JUL 2022
The corporate regulator has dealt out a three-year ban to David Noel Ruthenberg of Venture Advisory Consulting. ASIC found that, between June 2015 and September 2017, Ruthenberg recommended that some of his clients invest in the Investport Income Opportunity ...

Collimate Capital deals inch toward completion

CHLOE WALKER  |  FRIDAY, 1 JUL 2022
The sale of Collimate Capital's domestic real estate and international infrastructure equity businesses remains on track, with both deals expected to close before the end of the year. According to AMP, both transactions are continuing to progress towards ...

ETF Securities appoints business development manager

CHLOE WALKER  |  THURSDAY, 30 JUN 2022
Based in Melbourne, Arjun Shanker will oversee various ETF Securities accounts, including financial advice firms across Victoria and Tasmania. In his new role, he will report to head of distribution Kanish Chugh. Shanker joins the team from Lincoln ...

TIP Group appoints senior executives

CHLOE WALKER  |  THURSDAY, 30 JUN 2022
Teaminvest Private Group (TIP) has appointed Timothy Wong as its new head of TIP Equity and Michael Baragwanath as its new head of wealth. Effective July 1, Wong will be running the firm's private equity division and Baragwanath will oversee the group's ...

Practifi partners with Voyant

CHLOE WALKER  |  WEDNESDAY, 29 JUN 2022
The Australian wealth management technology platform is partnering with financial planning solution Voyant to provide enhanced client experience and performance optimisation. The integration, which comes just one year after Voyant's entrance into the ...

Advisers optimistic for the future: Natixis IM

CHLOE WALKER  |  WEDNESDAY, 29 JUN 2022
Australian financial advisers believe they will grow their business by 5% this year and 11% over the next three years, according to the 2022 Global Survey of Financial Professionals by Natixis Investment Managers. However, while market projections look ...

Former adviser charged over faked books

CHLOE WALKER  |  TUESDAY, 28 JUN 2022
A former financial adviser has been charged with seven counts of alleged falsification of company books following an ASIC investigation. ASIC alleged that between February 2010 and December 2018, Tai Thanh Nguyen of Interprac Financial Planning falsified ...

Barwon adds to healthcare fund

CHLOE WALKER  |  TUESDAY, 28 JUN 2022
Barwon Investment Partners has added four new assets with a combined value of over $45 million to its rapidly growing unlisted healthcare property fund (BHPF). The properties, located in Queensland and Western Australia, include an eye surgery at Brisbane's ...