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Showing 831 - 840 of 1374 results for "SCOT"

Sunsuper CIO retires

DARREN SNYDER  |  THURSDAY, 6 AUG 2015
Sunsuper chief investment officer David Hartley is retiring from the $34 billion industry fund but has ruled out full retirement from the investment industry. After a decade with Sunsuper, Hartley announced his retirement today and said it was time ...

Custody: Revolution or evolution?

MARK SMITH  |  WEDNESDAY, 5 AUG 2015
Regulatory change, technological advances and the evolving needs of customers have led some to believe custodial services are under-going a drastic revolution. Or is that all part of what being a custodian is all about? That was the question representatives ...

Dalton Nicol Reid boosts investment team

ALEX BURKE  |  MONDAY, 3 AUG 2015
Dalton Nicol Reid has appointed a new member to its investment team. Scott Kelly joins the boutique equity manager from Morgan Stanley, where he was an executive director. He has also held the same position at UBS, along with other roles at Wilson HTM ...

Executive appointment round-up

DARREN SNYDER  |  MONDAY, 27 JUL 2015
NGS Super is searching for a new chief investment officer and Fiducian hired a former Media Super chief executive. These are among the list of the biggest industry moves this week. Northern Trust appoints Australian head - Madeleine Senior has been ...

Perpetual, TAL advisers join independent firm

LAURA MILLAN  |  WEDNESDAY, 22 JUL 2015
A non-aligned Sydney advice firm has hired two financial advisers who were previously at Perpetual Private and TAL. Manly Financial Services (MFS) is aiming to maintain the current client growth of 30%, following the purchase of Augeo Wealth Management ...

Greens strike pension test deal with coalition

DARREN SNYDER  |  WEDNESDAY, 17 JUN 2015
A deal between the Coalition and the Greens means special consideration will be given to retirement incomes in the federal government's Tax Discussion Paper, and proposed changes to the pension asset test will be passed by parliament. The deal was struck ...

Omega appoints head of investment solutions

ALEX BURKE  |  THURSDAY, 4 JUN 2015
Omega Global Investors has appointed a new head of investment solutions. Scott Lawrence joins the firm from Parametric Portfolio Associates, where he was managing director. He has also held positions at Vanguard, ITG and Commonwealth Investment Management. ...

Lonsec awards mFund mandate to UBS

STAFF WRITER  |  MONDAY, 1 JUN 2015
Lonsec has awarded UBS Australia the mandate to clear and settle all domestic equities and mFund transactions for its stockbroking arm. The decision to transfer the mandate to UBS was driven by Lonsec's desire to partner with a clearing services provider ...

Government scraps philanthropic donation fees

LAURA MILLAN  |  FRIDAY, 29 MAY 2015
Philanthropists will no longer need to pay fees to the Australian Taxation Office (ATO) to donate listed shares and managed funds. The Prime Minister's Community Business Partnership, which includes Minister for Social Services Scott Morrison and Assistant ...

Plan sponsors have fiduciary obligations: SCOTUS

ALEX DUNNIN  |  THURSDAY, 21 MAY 2015
In a case that is expected to send shock waves through the US workplace superannuation market, the US Supreme Court has agreed that 401(k) sponsors have a fiduciary obligation to not just monitor their funds but remove underperforming or excessively ...