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Showing 1 - 10 of 14 results for "Australian Unity Wealth"

Australian Unity appoints head of responsible investment

CHLOE WALKER  |  WEDNESDAY, 19 JAN 2022
... experience, Matthew is the right person to lead this critical function." Esther Kerr-Smith, chief executive of Australian Unity Wealth & Capital Markets, said the appointment aligns with Australian Unity's commitment to responsible corporate citizenship ...

Charter Hall Direct bolsters distribution team

ANNABELLE DICKSON  |  THURSDAY, 30 SEP 2021
... previously a key account manager at Franklin Templeton and was national manager-strategy investments at Australian Unity Wealth. Mark Weingarth has taken on the role of state distribution manager for New South Wales from Macquarie Group where he was ...

New finance, operations GM at Australian Unity

KARREN VERGARA  |  THURSDAY, 25 MAR 2021
... HLB Mann Judd, Charter Hall, ING Real Estate Investment Management and Greengate Group. Saliba will join Australian Unity Wealth & Capital Markets on May 10. Wealth and Capital Markets chief executive Esther Kerr-Smith said Saliba's experience in ...

Australian Unity launches new fund

ELIZA BAVIN  |  THURSDAY, 15 OCT 2020
... preventative and remedial healthcare and health associated businesses and assets." Chief investment officer, Australian Unity Wealth & Capital Markets, Joe Fernandes said the fund will draw on Australian Unity's breadth of expertise and long-established ...

Australian Unity investments GM to depart

KARREN VERGARA  |  TUESDAY, 25 AUG 2020
The executive general manager of investments at Australian Unity Wealth is departing in mid-September as the business looks to restructure the role and the responsibilities of the chief executive. Geraldine Barlow joined Australian Unity in May 2016 ...

OneVue scores admin mandate

KANIKA SOOD  |  MONDAY, 29 JUN 2020
... 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 and will move ...

FASEA rethinks CPD, provides exam update

ELIZABETH MCARTHUR  |  TUESDAY, 17 MAR 2020
... reconsider its CPD requirements during the pandemic with many CPD-earning events have been cancelled. Australian Unity Wealth strategic wealth adviser Adrian Hanrahan shared an email he had sent to FASEA chief executive Stephen Glenfield asking whether ...

Franklin Templeton boosts retail distribution

ELIZABETH MCARTHUR  |  THURSDAY, 18 JUL 2019
... He'll report to the head of retail for Australia, Manuel Damianakis. Ramsay joins Franklin Templeton from Australian Unity Wealth where he was national manager, strategy. He spent 11 years at Australian Unity Wealth, working his way up to the national ...

Wealth heavyweights join FSC board

HARRISON WORLEY  |  THURSDAY, 4 APR 2019
... Yetton - who is leading Commonwealth Bank's wealth demerger - have joined the FSC's board. Meanwhile, Australian Unity wealth chief executive, group chief investment officer and current FSC director David Bryant will replace outgoing deputy chair and ...

Australian Unity expands investment bond offering

KARREN VERGARA  |  TUESDAY, 24 JUL 2018
... joined Australian Unity as general manager of self-employed advice - a new role that will contribute to the Australian Unity Wealth and Capital Markets executive team. He was formerly the acting chief executive of Count Financial. Csavas is primarily ...
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