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Showing 1 - 10 of 825 results for "Charter"

Australian Retirement Trust appoints new chief risk officer

ANDREW MCKEAN | FRIDAY, 6 DEC 2024

Australian Retirement Trust (ART) has appointed a new chief risk officer that's set to start in March 2025. The new chief risk officer, Darryl Burke, was previously with Colonial First State in the same role. Burke will lead ART's risk and compliance ...

HarbourVest adds to local team

ELIZABETH FRY | FRIDAY, 6 DEC 2024

... relations. At Macquarie, Pham held the role of associate director of strategic accounts management. In the role, the CFA charter-holder covered private wealth firms, dealer groups, consultants and wholesale investment managers. Before this, Pham spent ...

AMP completes advice licensees sale

KARREN VERGARA | MONDAY, 2 DEC 2024

... NGA as the new owners unveil a revamped leadership team. Some 950 advisers across AMP Financial Planning, Hillross, and Charter Financial Planning now have a new home at Entireti and AZ NGA. The group, including Jigsaw, is temporarily known as NewCo ...

HPI calls Hostplus, Charter Hall takeover 'cheap'

KARREN VERGARA | TUESDAY, 26 NOV 2024

Hostplus and Charter Hall have again extended their offer period to take over Hotel Property Investments (HPI), which pleaded with shareholders to reject the "cheap" and "half-empty" deal. HPI told shareholders that "$3.785 will be lucky to buy you ...

Former Frontier alts head joins Evergreen

ELIZABETH FRY | THURSDAY, 7 NOV 2024

A former Frontier Advisors executive has landed at a rival asset consultant following a career break. After departing Frontier as head of alternatives, Michiel Swaak has joined Evergreen Consultants as a principal consultant. In the new role, he is ...

Charter Hall, Hostplus bid price for HPI reduces

KARREN VERGARA | FRIDAY, 1 NOV 2024

Charter Hall and Hostplus' bid price for Hotel Property Investments (HPI) has decreased while the offer period has been extended. The bid price went from $3.85 to $3.785 following an interim distribution being factored in. HPI's board said it ...

Charter Hall, Hostplus takeover offer for HPI rejected

ELIZA BAVIN | MONDAY, 21 OCT 2024

Charter Hall and Hostplus have missed out on the acquisition of Hotel Property Investments (HPI) after the group rejected the "best and final" offer. Charter Hall and Hostplus increased their offer price to $3.85 per security in cash, up from the previous ...

Mutual Trust adds three partners

ELIZABETH FRY | MONDAY, 14 OCT 2024

One of the country's oldest wealth management groups has promoted three staffers to partner. Mutual Trust - the Myer and Baillieu family office - said the promotions reflect the increasing number of ultra-high-net-worth families and individuals ...

ASX chair to retire, successor named

MATTHEW WAI | WEDNESDAY, 11 SEP 2024

... holding senior titles at Investec, Westpac, and MLC Group just to name a few. He currently chairs the boards of AUB Group, Charter Hall, Fisher Funds, and Resolution Life. "As with all transformations, there remains much work to do but I'm confident ...

360 Capital returns to profit in FY24

KARREN VERGARA | MONDAY, 26 AUG 2024

... ($50.3m), TCF ($4.4m), and PCF ($0.7m). In March, the group disposed its 14.8% holdings in Hotel Property Investments (HPI) to Charter Hall in return for $96.9 million and a $6.1 million fair value gain. It also sold its remaining non-real estate managed ...

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Funds SA appoints chief investment officer

ANDREW MCKEAN

Funds SA has appointed a new chief investment officer, who will join from Hostplus, to commence in February 2025.

Australian Retirement Trust appoints new chief risk officer

ANDREW MCKEAN

Australian Retirement Trust (ART) has appointed a new chief risk officer that's set to start in March 2025.

UniSuper has 'some work to get on with' on cyber front: Chair

JAMIE WILLIAMSON

UniSuper's leadership team has touched on how the fund is strengthening its operations following the extensive system outage in May this year.

Super framework, SMSFs conducive to financial abuse: Inquiry

KARREN VERGARA

Lax superannuation laws make it too easy for perpetrators of domestic violence to access victims' retirement savings, while the current framework for self-managed super funds (SMSFs) enables financial abuse to flourish, a parliamentary inquiry found.

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Jenny Taing

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'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

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Tailored or off-the-shelf: What's right for your practice?

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Nathan Robertson

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Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

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Robert De Dominicis

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Mistaking financial literacy for retirement literacy

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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