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| | | Alternative investment platform iCapital has appointed Mark Oliver as head of client solutions for Australia ahead of opening a Sydney office, signaling the New York-based fintech's push into the local market. Oliver will be responsible for building ... |
| | | | ... head of risk and compliance to enhance its governance capabilities. Swanwick, previously a senior risk and compliance partner at TelstraSuper, has over two decades of experience in Australia's financial services industry, gaining experience in institutional ... |
| | | | ... investor market, and I'm excited to lead this expansion," he said. Alex Ovchar, PEP managing director and member of the partner and client group, commented: "Alex is excited at the prospect of continuing to develop the skills of the team leaning ... |
| | | | Capstone Financial Planning has appointed its executive manager growth and development. Commencing his role on July 1, Marcus O'Sullivan will be responsible for licensee growth, practice developments, and licensing and education activities. O'Sullivan ... |
| | | | The $13 billion fund manager is welcoming a former Perpetual executive to its investment team. Nathan Parkin has been appointed head of equities, effective June 13, and will play a critical role in steering the ethical manager's investment performance. ... |
| | | | New Forests made its first investment in Vietnam, backing one of the country's top suppliers of lumber and logs. Via the Tropical Asia Forest Fund 2 (TAFF2), New Forests has invested in Tavico Group. It is the fourth investment made by the fund ... |
| | | | ... circumstance and provide guidance on understanding savings and contributions behaviour and product selection. NMG Consulting partner Lachlan Reardon told the FSC panel discussing the paper that retirement is a service and not a product proposition. "We ... |
| | | | Touchstone Asset Management has closed its flagship Australian equity fund nearly a decade after it launched. The Touchstone Index Unaware Fund shuttered in May, having been in operation since 4 April 2016. The fund aimed to outperform the return of ... |
| | | | AUSIEX has finalised its acquisition of FIIG Holdings, while LGT Crestone's takeover of Commonwealth Bank of Australia's (CBA) private wealth business has completed. AUSIEX, which is a subsidiary of Nomura Research Institute (NRI), has now expanded ... |
| | | | ... and US$2 billion for Dai-ichi Life over the next five years, M&G will become Dai-ichi Life's preferred asset management partner in Europe. Dai-ichi Life will buy 15% of M&G, giving it the right to appoint a director to the board. M&G said this will ensure ... |
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