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Showing 951 - 960 of 1617 results for "Excel"

KPMG appoints wealth management and compliance director

KERRIE SYDEE  |  THURSDAY, 17 MAR 2016
KPMG has appointed Cecilia Storniolo as director of wealth management compliance and conduct. Storniolo joins KPMG from BT Financial where she was a key account manager. Prior to this she worked as a senior policy manager with the Financial Services ...

FSC announces life insurance award winners

ALEX BURKE  |  WEDNESDAY, 16 MAR 2016
The Financial Services Council has announced the winners of its 2016 Life Insurance Awards. Six awards were presented - the first, the Pioneer Award for "[demonstrating] an outstanding commitment to innovative thinking to transform the life insurance ...

BMO appoints institutional business director

KERRIE SYDEE  |  WEDNESDAY, 16 MAR 2016
BMO Global Asset Management has appointed Jonathan Goll as director of institutional business for BMO Global Asset Management Asia Pacific. Goll joins BMO Global Asset Management from Grantham, Mayo, Van Otterloo & Co. (GMO), a Boston based asset management ...

PGI appoints institutional sales director

KERRIE SYDEE  |  TUESDAY, 15 MAR 2016
Principal Global Investors (PGI) has appointed Michael Gaffney as director of institutional sales, Australia. Gaffney joins PGI from nabInvest, where he served as an investment specialist with the institutional distribution team. Prior to that, he held ...

NAS appoints data partner

DARREN SNYDER  |  THURSDAY, 10 MAR 2016
National Australia Bank Asset Servicing (NAS) has appointed Thomson Reuters as its preferred data partner to deliver market information, exchange-traded pricing and reference services. Through Thomson Reuters' DataScope Select and Eikon financial analysis ...

Zurich appoints AIA claims manager

ALEX BURKE  |  WEDNESDAY, 9 MAR 2016
Zurich has appointed a new head of claims from rival AIA. Sheriff Hamza will oversee the strategic direction, policy and governance of claims. He joins Zurich having previously been with AIA for almost six years, most recently as national group claims ...

Zurich buys Macquarie Life

MARK SMITH  |  FRIDAY, 4 MAR 2016
Macquarie Group has entered into an agreement to sell its Macquarie Life insurance business to Zurich Australia. The deal will see Zurich's in force premiums go from $370 million to roughly $610 million, effectively increasing the size of the life business ...

BT awarded Life Company of the Year

DARREN SNYDER  |  FRIDAY, 4 MAR 2016
BT Financial Group has been awarded 2015 Life Company of the Year at a ceremony hosted by Plan for Life and the Association of Financial Advisers in Sydney last night. BTFG collected three of 13 awards on offer, also winning the Income Protection Award ...

BNP Paribas Securities Services wins mandate

MARK SMITH  |  WEDNESDAY, 2 MAR 2016
AIA has appointed BNP Paribas Securities Services as its OTC derivatives operations provider. Under the mandate, BNP Paribas will provide trade management, collateral management and trade repository reporting in Hong Kong and Singapore. "We have been ...

Credit Union enters super through platform

DARREN SNYDER  |  TUESDAY, 1 MAR 2016
Bankstown City Credit Union has become the latest mutual to use a shared superannuation platform, allowing them to enter the $2 trillion market and expand its product range. The credit union, which has about 5000 members, is now using Financial Synergy's ...