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Showing 71 - 80 of 8885 results for "Trust"

Lombard Odier brings plastic circularity fund down under

JAMIE WILLIAMSON  |  TUESDAY, 19 MAR 2024
Lombard Odier Investment Managers (LOIM) is bringing its Plastic Circularity Fund to Australia, following a first close last year with backing from the sovereign wealth fund of Monaco, among others. The LOIM Plastic Circularity Fund (Australia), a private ...

Inaugural CSLR levy slugs advisers $18.5m

KARREN VERGARA  |  TUESDAY, 19 MAR 2024
... that among the 15,624 registered advisers, they will have to fork out about $1200 each. "The CSLR is intended to promote trust and confidence in the financial services sector and in particular, financial advice. However, if advisers are driven out of ...

Castlerock embarks on $30m capital raise

KARREN VERGARA  |  TUESDAY, 19 MAR 2024
... in Frankston, which will be leased by the Victorian State Government. The fund was formerly known as the Auslink Property Trust No. 2. Castlerock director Adam Bronts said: "We are consistently exploring future opportunities for acquisitions or development ...

Mayfair 101 regains control of assets, liquidators abandon claims

JAMIE WILLIAMSON  |  MONDAY, 18 MAR 2024
The terms of a $44 million legal settlement reached between Mayfair 101, James Mawhinney and the liquidators of IPO Wealth Holdings have been released to the public. In July 2022, Mayfair 101, its managing director James Mawhinney, and the liquidators ...

UK manager recruits Australia head

ELIZABETH FRY  |  FRIDAY, 15 MAR 2024
... Investments Australia as head of new business and held other senior roles at BNP Paribas Securities Services, Invesco and Bankers Trust. Thurgood said he looks forward to building on BlueCove's success in Australia. "Australian investors have a long ...

Australian Retirement Trust announces new investment strategy and options

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
Australian Retirement Trust (ART) has announced a range of changes to its investment strategy and options. ART chief of retirement, Kathy Vincent, said the fund engaged its members, advisers and employers to co-design the new investment menu. "When ...

Australian Retirement Trust completes Alcoa merger

JAMIE WILLIAMSON  |  THURSDAY, 14 MAR 2024
Australian Retirement Trust (ART) finalised the successor fund transfer with the Alcoa of Australia Retirement Plan, one year on from discussions kicking off. In December 2022, Alcoa Super informed members it was on the hunt for potential merger partners ...

Coastal Advice Group merges with Compass Financial Management

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
Coastal Advice Group (CAG) has continued its expansion plans by announcing it has merged with Port Macquarie financial advice firm Compass Financial Management. This comes after CAG also acquired both RI Advice Brighton and Wealth for Life Financial ...

Government consults on options to improve performance test

ANDREW MCKEAN  |  MONDAY, 11 MAR 2024
The government is seeking feedback on alternative superannuation performance test designs after criticism about unintended investment consequences. In considering potential reform options, the primary focus is on improving member outcomes through an ...

Retirement saving, investing daunting for women: Surveys

KARREN VERGARA  |  FRIDAY, 8 MAR 2024
... of women are happy with the amount in their super fund, a survey of 1000 super members led by the Australian Retirement Trust (ART) shows. A similar number of women members said they feel secure about their financial situation overall. ART executive ...