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Showing 71 - 80 of 1050 results for "Mutual"

Viola Private Wealth appoints family office wealth adviser

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
Viola Private Wealth has appointed a financial adviser from Mutual Trust, Australia's largest multi-family office, to deliver bespoke, wealth management solutions. The new appointee, Angus Mann, has a 17-year career in financial services, most recently ...

AdviceIQ general manager Paul Harding-Davis to retire

ANDREW MCKEAN  |  TUESDAY, 28 JAN 2025
... qualified" with a "distinguished career." Sullivan said he's keen to selectively add "a few more practices" to AdviceIQ's mutual ownership licensee structure, which he said, "fosters accountability and knowledge sharing." Notably, AdviceIQ is entirely ...

Goldman Sachs AM nabs Fidelity veteran

ELIZABETH FRY  |  THURSDAY, 16 JAN 2025
... Schroders. At BlackRock, she was responsible for growing BlackRock's Singapore retail distribution business both for mutual funds and iShares ETFs. During her ten years at Schroders, Gan most recently ran the asset manager's intermediary distribution. ...

MLC Life and Resolution Life Australasia to merge

ELIZA BAVIN  |  WEDNESDAY, 11 DEC 2024
... products, exceptional service, and leading customer experiences in the Australian life insurance market," Shimizu said. "As a mutual company owned by our policyholders, Nippon Life has always had a culture which puts customers at the heart of everything ...

UniSuper names product head

ELIZABETH FRY  |  TUESDAY, 10 DEC 2024
... manager of the corporate superannuation business. He has worked as a quant business risk and portfolio analyst at Colonial Mutual Investment Management and an actuarial assistant at Colonial Mutual Life Assurance Society Limited. "During my time at UniSuper ...

BlackRock, State Street, Vanguard sued over climate stance

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2024
... the companies' used their membership of Climate Action 100 and the Net Zero Asset Managers Initiative to "signal their mutual intent" to depress the output of thermal coal, increasing the cost of electricity for US residents. State Street left the Climate ...

Head of strategy exits Australian Retirement Trust

ELIZABETH FRY  |  FRIDAY, 8 NOV 2024
... within the investment strategy team, Blayney previously worked as a senior investment specialist with Suncorp and Avant Mutual Group, where she managed the day-to-day liquidity as treasury lead. Previously, Blayney was the actuarial and investments manager ...

Mutual Trust merges with CMS Private Advisory

JAMIE WILLIAMSON  |  THURSDAY, 7 NOV 2024
Multi-family office Mutual Trust merged with CMS Private Advisory to meet an uptick in demand from South Australian clients. Based in Adelaide, CMS Private Advisory has been operating since 1997, servicing high-net-worth clients across South Australia ...

Australian Unity offloads banking business

ELIZA BAVIN  |  WEDNESDAY, 6 NOV 2024
... deposits. Australian Unity said the evolution of banking in Australia has placed increased demands on smaller credit unions and mutual banks to operate and remain competitive. It said increased investment would be required, particularly in the digital ...

JP Morgan subsidiaries fined $230m by regulator

JAMIE WILLIAMSON  |  FRIDAY, 1 NOV 2024
... several failures by J.P. Morgan Securities and J.P. Morgan Investment Management, including recommending more expensive mutual funds when almost identical ETFs were available much cheaper. J.P. Morgan Securities (JPMS) and J.P. Morgan Investment Management ...