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Showing 81 - 90 of 351 results for asg

Power to join Colonial First State

EMMA RAPAPORT  |  THURSDAY, 21 DEC 2017
BT Financial Group's Kelly Power will move into a new role at Colonial First State. Currently serving as head of platforms, Power - whose resignation from BT was first reported by Financial Standard on Tuesday - will join the wealth management group ...

BTFG head of platforms to depart

JAMIE WILLIAMSON  |  TUESDAY, 19 DEC 2017
BT Financial Group's head of platforms is leaving the business. A spokesperson for the group confirmed the resignation of Kelly Power, wishing her the best of luck in her next chapter. "We thank Kelly for the outstanding contribution she has made to ...

Head of distribution exits listed platform

JAMIE WILLIAMSON  |  THURSDAY, 28 SEP 2017
The marketing and distribution lead at a major listed wealth management platform will depart after tendering his resignation. HUB24's Wes Gillett will leave the position he's held since May 2013, with West Australian regional manager Greg Newman taking ...

Fund manager chief steps down, appoints investment director

KARREN VERGARA  |  FRIDAY, 25 AUG 2017
UCA Funds Management is searching for a new chief executive and recently appointed a new investment director. Michael Walsh led The Uniting Church in Australia's investment management arm, with $1.1 billion in funds under management, for more than four ...

Fidelity hires new director

KARREN VERGARA  |  THURSDAY, 17 AUG 2017
Fidelity International appointed a new lead to help expand its Australian wholesale sales team. Andrew Mathie joins Fidelity as a director of wholesale sales for Australia after serving as a senior key account manager at Vanguard Investments. Sydney-based ...

HUB24 lures BTFG executive

KARREN VERGARA  |  FRIDAY, 23 JUN 2017
Listed wealth management platform HUB24 appointed Craig Lawrenson as its chief operations officer. Lawrenson will start his new role in mid-August after serving more than 20 years at Westpac subsidiaries BT Financial Group and Asgard. He most recently ...

MDA operator appoints distribution head

JAMIE WILLIAMSON  |  THURSDAY, 8 JUN 2017
The former director of business development at Calastone is now leading managedaccounts.com.au's distribution and marketing operations. Tony Nejasmic commenced with the managed discretionary account provider this week as head of distribution and marketing ...

BT and Asgard add bond fund

ALEX BURKE  |  TUESDAY, 4 APR 2017
An active bond fund has been added to the BT Wrap and Asgard platforms. Jamieson Coote Bonds' Active Bond Fund is the retail form of its wholesale Australian government bond strategy; it was recently rated as "recommended" by Lonsec. The fund is distributed ...

Panorama fortifies BTFG adviser market

KARREN VERGARA  |  FRIDAY, 24 MAR 2017
BT Financial Group's mammoth financial outlay in upgrading its wealth management platform will generate cost savings of $100 million per year with benefits for financial advisers and investors. BTFG head of product development Anil Sagaram said it's ...

YBR partnership drives wealth renewal

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2017
In transforming its wealth division Yellow Brick Road will work with an industry software provider to benefit its network of franchisee owners. YBR will roll out Rubik's scaled advice software Provisio to its franchisees, enabling them to write 80% ...