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Showing 1 - 10 of 426 results for "Australian Unity"

FSC expands financial advice membership

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... strong, unified industry voice that ensures reform remains a priority for the government. The FSC also appointed Australian Unity chief executive for wealth and capital markets Esther Kerr and J.P. Morgan Asset Management chief executive for Australia ...

Fortnum, PFS launch parent company

KARREN VERGARA  |  MONDAY, 22 APR 2024
... November, AZ NGA-backed Fortnum and Nestworth Financial Strategists (formerly Henderson Matusch) took over PFS from Australian Unity for an undisclosed amount. Nestworth acquired Australian Unity's employed adviser and corporate superannuation services ...

Centuria shakes up senior investments team

KARREN VERGARA  |  FRIDAY, 12 APR 2024
... having joined in 2019. His prior experience includes working as a fund manager at Investa Property Group and Australian Unity. COF assistant fund manager Belinda Cheung steps into the role of fund manager for the REIT, having joined Centuria in 2018 ...

Advice firms must scale up to meet demand: AZ NGA

CASSANDRA BALDINI  |  WEDNESDAY, 6 DEC 2023
... by AZ NGA-backed Nestworth Financial Strategists in partnership with Fortnum Private Wealth. Barrett said the Australian Unity deal is just the latest in a series of transactions enabled by AZ NGA. "We have so much conviction that advice businesses need ...

Australian Unity sells advice arm to Fortnum, Nestworth

ANDREW MCKEAN  |  TUESDAY, 14 NOV 2023
Australian Unity entered into a strategic alliance, selling its financial advice business to AZ NGA-owned advisory firm Nestworth and Fortnum Private Wealth. AZ NGA, through Nestworth, will acquire Australian Unity's employed adviser and corporate superannuation ...

Morningstar executive lands at ART

KARREN VERGARA  |  TUESDAY, 7 NOV 2023
... Management's head of institutional portfolio management and solutions, a role she took in 2018. She was previously Australian Unity Investments' head of investment product and strategy. Fitzgerald served in various senior positions that included ...

Australian Unity to sell off failed development

CHLOE WALKER  |  MONDAY, 6 NOV 2023
Australian Unity has been forced to put a half-completed apartment building up for sale because of "ongoing construction-related issues." In a recent letter to investors of the Australian Unity Select Income Fund, Australian Unity said that after having ...

Three actively managed funds shutter

KARREN VERGARA  |  FRIDAY, 20 OCT 2023
... Accumulation Index. Total returns since inception stood at 7.9% as at September. The fund's responsible entity Australian Unity said it has suspended new investor applications and additional contributions including reinvestments or regular savings ...

Renato Mota to leave Insignia Financial

JAMIE WILLIAMSON  |  FRIDAY, 20 OCT 2023
After two decades with the business, Insignia Financial chief executive Renato Mota will exit in February 2024. In an ASX announcement, Insignia said the decision was a mutual agreement between the business and Mota. It has already commenced the search ...

MaxCap, Australian Unity in social infrastructure partnership

CHLOE WALKER  |  FRIDAY, 13 OCT 2023
The real-estate investment manager has joined forces with Australian Unity and UniLodge to develop $1 billion of new purpose-built student accommodation (PBSA) assets across Australia. The social infrastructure strategy is focused on meeting the increasing ...
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