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Showing 81 - 90 of 446 results for %22Australian Unity%22

Australian Unity names chief executive

ALLY SELBY  |  MONDAY, 27 JUL 2020
Australian Unity has nabbed the Bank of New Zealand's head of private banking, wealth and insurance to lead its retail business, following the resignation of the incumbent. BNZ chief customer officer of private, wealth and insurance Christine Yates ...

Evans & Partners adds distribution lead

JAMIE WILLIAMSON  |  THURSDAY, 16 JUL 2020
... experience in distribution, having also previously served as a business development manager for Morningstar and Australian Unity Investments before becoming key account manager at Walsh & Company. Evans & Partners' head of international equities Bob ...

Pengana sales manager departs for Sunshine State

ALLY SELBY  |  THURSDAY, 9 JUL 2020
... Trustees as a key account manager, servicing the firm's NSW and ACT dealer groups. He also spent four years with Australian Unity in various business development roles, having previously worked with Investa Property Group in business development. ...

Best performing managed funds revealed

ELIZA BAVIN  |  THURSDAY, 9 JUL 2020
... Macro Opportunities Fund returning 7.8% pa over three years. Australian equities large cap best performers were: Australian Unity Platypus Australian Equities (three-year return of 13.9% per year), Bennelong Australian Equities Fund (12.2%), Bennelong ...

Australian Unity rejigs executive lineup

KANIKA SOOD  |  TUESDAY, 7 JUL 2020
Australian Unity has appointed a new chief executive for its wealth and capital markets business, as it also launches a new green bond fund backed by Crestone Wealth Management. Esther Kerr-Smith is moving into the role of chief executive for wealth ...

MSC Trustees wins mandate

JAMIE WILLIAMSON  |  THURSDAY, 2 JUL 2020
... Sandhurst Trustees, then owned by Bendigo and Adelaide Bank, in 2016. It also provides note trustee services to Australian Unity, among others. MSC Trustees managing director Matt Fletcher said the firm is delighted with the appointment. "MSC continues ...

OneVue scores admin mandate

KANIKA SOOD  |  MONDAY, 29 JUN 2020
... acquisition bid, OneVue has managed to snag its single biggest client in its managed funds administration business. Australian Unity Wealth & Capital Markets (AUWCM) has signed a five-year outsourced managed fund administration agreement with OneVue ...

Best Australian equities funds, with risk considered

KANIKA SOOD  |  FRIDAY, 19 JUN 2020
... Standard deviation stood at 16.7% p.a. and Sharpe and Omega Ratios of -0.2%. In the high performance category, Australian Unity Platypus Australian Equities Fund had the best annualised return (8.7%) and Sharpe Ratio (0.4) and Omega Ratio (1.6). Lazard's ...

Research firm bolsters executive leadership

HARRISON WORLEY  |  WEDNESDAY, 10 JUN 2020
A former Australian Unity Investments head of distribution has been appointed to the executive leadership of a funds management research house. Active fund information source Australian Fund Monitors has appointed Damen Purcell as chief operating officer ...

Australian Unity hires from QIC

ELIZABETH MCARTHUR  |  MONDAY, 11 MAY 2020
Australian Unity has appointed a portfolio manager for its new healthcare investment initiative. Victor Windeyer has been appointed portfolio manager to lead the development of a new healthcare investment focussed initiative within the funds management ...