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Former BNY Mellon IM country head joins Westpac
KANIKA SOOD  |  TUESDAY, 4 AUG 2020
The global manager's former country head has joined Westpac's private wealth and business division as a director. Phil Filippelis left BNY Mellon in April, after five years with the firm. In his new role, he will work as a director, global investment ...
Partners Group hires from GSFM
KANIKA SOOD  |  TUESDAY, 4 AUG 2020
... significant industry consolidation as evidenced by ANZ and Westpac exiting the space completely and observed that the business models of CBA and NAB/MLC are still evolving...we concluded that the future of a "Strategic Account" role to be changing also." ...
Adviser jailed over $2m Ponzi scheme
JAMIE WILLIAMSON  |  TUESDAY, 4 AUG 2020
... 31 after pleading guilty to six counts of engaging in dishonest conduct in the course of running a financial services business. He will be eligible for parole after serving four years. Miller was the director of CFS Private Wealth, which was wound up ...
Class bolsters tech team
ALLY SELBY  |  TUESDAY, 4 AUG 2020
... of SMSF, portfolios and trusts." MacLarty most recently worked as a technology enablement manager at Qantas' Loyalty business, where he worked for more than five years. Prior to this, he worked at ChannelAssist, First American Title Insurance Company ...
AMP Capital names real estate head replacement
ELIZA BAVIN  |  TUESDAY, 4 AUG 2020
... partnerships. AMP Capital chief executive Boe Pahari said he is delighted to appoint O'Connor to lead the real estate business, and said she is recognised as one of the largest and most experienced wholesale property managers in the region. "Kylie is ...
Perpetual opens retail raise
ANNABELLE DICKSON  |  TUESDAY, 4 AUG 2020
... and presents us with significant growth opportunities in the Australian market and a formidable platform to scale our business internationally." Barrow Hanley's 21 strategies cover US, Europe and Far East global and emerging market equities and US ...
AFCA creates new role
ANNABELLE DICKSON  |  TUESDAY, 4 AUG 2020
... integrated customer experience at Toll Group and previously spent over six years at NAB in a number of roles including business serving manager, manager of commercial partnerships - integrated customer service and manager of customer strategy. AFCA chief ...
Advice firm partners with mortgage aggregator
ELIZABETH MCARTHUR  |  MONDAY, 3 AUG 2020
Encore Advisory Group has partnered with Loan Market, a mortgage aggregator, establishing a new business. The new joint business will be called Financial Advice Mortgage Solutions (FAMS). FAMS said the new business will bring together everything a professional ...
Invesco inks ESG plan
ANNABELLE DICKSON  |  MONDAY, 3 AUG 2020
... it describes the approach to assessing and managing climate risks and opportunities across the investment process and business operations through four key long-term strategic objectives. The objectives include seeking to achieve strong investment performance ...
Franklin Templeton completes acquisition
ELIZA BAVIN  |  MONDAY, 3 AUG 2020
... thank employees from both companies for their tremendous contributions and exceptional focus on our clients and the business throughout the process." Prior to the completion of the merger, the firm announced a number of leadership changes in Asia Pacific ...
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