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The infrastructure benchmark challenge

KERRIE SYDEE  |  THURSDAY, 27 OCT 2016
... difficult for investors to analyse the asset class, according to executive director, head of infrastructure research at J.P. Morgan Asset Management's Infrastructure Investments Group, Serkan Bahceci. Bahceci, who will be presenting at the upcoming Atchison ...

BTIM appoints new director

ALEX BURKE  |  WEDNESDAY, 26 OCT 2016
... Kathryn Matthews joins the BTIM board while also holding board positions at Hermes Fund Managers, Rathbone Brothers, J.P. Morgan Chinese Investment Trust, Aperam and the Montanaro UK Smaller Companies Investment Trust. Previously, she was chief investment ...

Charter Hall abandons REIT IPO

ALEX BURKE  |  WEDNESDAY, 19 OCT 2016
... and a weighted average lease expiry (WALE) in excess of 12 years," according to the company's statement at the time. J.P. Morgan Australia and UBS were appointed joint lead managers on the transaction. In September, the company updated the ASX on the ...

Two more Macquarie veterans join Shaw

ALEX BURKE  |  WEDNESDAY, 19 OCT 2016
... contacts/clients that will add great value to the firm." Luke Koekoek, meanwhile, will join Shaw's Brisbane office from Morgan Stanley, where he spent six years as vice president financial adviser. Before that, he, like Wardman, worked at Macquarie Private ...

Antipodes LIC launches on ASX

ALEX BURKE  |  TUESDAY, 18 OCT 2016
... the listing was Seed Partnerships; the issue was arranged through NAB, which was also a joint lead manager with Morgans, Morgan Stanley, Ord Minnett and Taylor Collison.

AFA award shines spotlight on women in financial advice

MICHELLE BALTAZAR  |  MONDAY, 10 OCT 2016
... Patricia Peters, director and Certified Financial Planner at Peters McKeown and Susan Rallings, senior vice president at Morgan Stanley Wealth Management. The prize for the award rose this year to a $15,000 TAL education package. In the past, the award ...

Morgan Stanley chief executive steps down

JAMIE WILLIAMSON  |  FRIDAY, 7 OCT 2016
Steve Harker has stepped down as chief executive of Morgan Stanley Australia. Harker is one of the longest standing financial services chief executives, having been in the top job for 18 years after assuming the role in 1998. Succeeding Harker is Richard ...

StatePlus appoints new CEO, boosts board

ALEX BURKE  |  FRIDAY, 7 OCT 2016
... he was chief operating officer at FSS; he took this role having previously spent 15 years in various positions at J.P. Morgan. StatePlus chair Neil Cochrane said he was "delighted" to announce Arnott's appointment, adding that Arnott "brings to this ...

OneVue strengthens board following merger

JAMIE WILLIAMSON  |  THURSDAY, 6 OCT 2016
... the investment banking and asset management industries and has held several leadership roles with ANZ McCaughan, IOOF, JP Morgan and Legg Mason. Also joining the board is Andrew Macpherson who was most recently regional managing director for Accenture ...

Bennelong appoints new product manager

JAMIE WILLIAMSON  |  WEDNESDAY, 5 OCT 2016
... manager, corporate trustee services at Equity Trustees. She previously held roles with UBS Wealth Management in Zurich and Morgan Stanley in Switzerland and Italy. She is also a former investment writer, marketing and communications for Legg Mason. Bennelong ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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