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Showing 1 - 10 of 120 results for "BT Funds Management"

Newmark Capital elevates distribution capabilities

MATTHEW WAI  |  FRIDAY, 22 NOV 2024
... services to the fold. Early on in his career, Wares focused on the ultra-high-net-worth space through roles at BT Funds Management, Citigroup Asset Management, ANZ, Westpac and St George. More recently, Wares was the managing director, Australia and ...

amicaa head of distribution exits

ELIZABETH FRY  |  MONDAY, 28 OCT 2024
... bought a minority stake in Ardea in 2021 through Fidante. Gordon also worked as a relationship manager for BT Funds Management following Westpac's full acquisition of BT Financial Group in late 2002. Earlier, he worked at Colonial First State, covering ...

Financial services class actions surge

JAMIE WILLIAMSON  |  WEDNESDAY, 20 MAR 2024
... by offering retail investors the ability to trade CFDs. In October 2023, a class action was filed against BT Funds Management as trustee of BT Super, while IG Markets was the target of two class actions filed in May 2023. Overall, the number of class ...

Federal Court approves BT Super $30m settlement

KARREN VERGARA  |  TUESDAY, 12 DEC 2023
The Federal Court approved the $29.95 million class action settlement against Westpac after subsidiaries BT Funds Management (BTFM) and Westpac Life Insurance Services (WLIS) allegedly failed to manage conflicts of interest when investing BT Super member ...

Westpac reports $7.2bn profit

KARREN VERGARA  |  MONDAY, 6 NOV 2023
... its lawsuits. On 5 October 2023, Westpac defended a class action in the Federal Court of Australia against BT Funds Management (BTFM), Westpac Securities Administration (WSAL) and Westpac Life Insurance Services (TAL Life Insurance Services) (WLIS) ...

Insignia appoints to board

CHLOE WALKER  |  MONDAY, 30 OCT 2023
... sits on several boards in both the listed and non-listed spaces. Previously, McGrath held several roles at BT Funds Management, including general manager risk solutions, head of customer service delivery, general manager customer service and chair. She ...

Partners Wealth Group names head of alternatives

CHLOE WALKER  |  MONDAY, 24 JUL 2023
... office experience, having previously worked in portfolio management and research roles across AMP Capital, BT Funds Management and Craig Investment Partners in New Zealand. Partners Wealth Group chief investment officer Graeme Bibby said Juventin's appointment ...

Equity Trustees, OnePath dominate choice heatmap failure

KARREN VERGARA  |  WEDNESDAY, 26 APR 2023
... Super), Avanteos Investments (Colonial First State FirstChoice Super), AvSuper, Nulis Nominees (MLC Super), BT Funds Management (Retirement Wrap), EISS Super, Perpetual (WealthFocus Superannuation Fund) and REI Super. But it was Equity Trustees and OnePath ...

ASIC warns super funds on member communication failure

KARREN VERGARA  |  WEDNESDAY, 12 APR 2023
... shamed the following trustees and the respective super funds whose communication strategies are under fire: BT Funds Management (Retirement Wrap), Equity Trustees Superannuation (AMG Super), EISS Super (Pool A), SCS Super (Australian Catholic Superannuation ...

BT to wind up Retirement Wrap

JAMIE WILLIAMSON  |  FRIDAY, 24 MAR 2023
... management. As at September 2022, BT Panorama Super had $46.5 billion in total. The trustee of Retirement Wrap, BT Funds Management, considered the potential risks and best financial interests of all fund members, it said. In a statement, BT chief strategy ...
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