The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 1 - 10 of 34 results for "Custodian Services"

Apostle names global distribution lead

JAMIE WILLIAMSON | MONDAY, 25 SEP 2023

... distribution since November 2019. Prior, he held senior roles with Legg Mason, Citigroup Asset Management, National Custodian Services, Cogent Investment Administration, and also worked with JP Morgan and State Street. Apostle managing director Karyn ...

Franklin Templeton appoints unit registry provider

KANIKA SOOD | MONDAY, 16 AUG 2021

... drive for greater performance, automation, and access to distribution. "Our solution is tightly integrated with custodian services ensuring a seamless experience for investors as well as significant efficiency gains," Harris-Smith said. Franklin Templeton ...

Fitzpatricks bolsters Victorian presence

ELIZABETH MCARTHUR | WEDNESDAY, 30 JUN 2021

... in client relationship management and business development. Earlier in his career, Proietto worked at NAB in Custodian Services. He then joined Xplore Wealth in 2008 as sales manager, progressing to the role of national business development manager in ...

Northern Trust appoints head of APAC

ANNABELLE DICKSON | WEDNESDAY, 2 JUN 2021

... head of client services and relationship management. Calvitto was head of sales and account management at ANZ Custodian Services for eight years and spent another eight years at State Street where he was vice president, pension fund services and in other ...

Should unused services on AFSLs be subject to ASIC levy?

KANIKA SOOD | FRIDAY, 17 APR 2020

... against the custody fee component on similar lines, with the additional point that it could not have provided custodian services without using the services of another entity on which ASIC would have collected the levy as well. It characterised the latter ...

IOOF offloads corporate trust business

KANIKA SOOD | THURSDAY, 13 SEP 2018

... years Sargon has made a number of strategic acquisitions to bolster our capability and scale in trustee and custodian services, to ultimately deliver the best possible outcomes for our clients," Kingston said. "Each of the companies acquired by Sargon ...

Senior hires at Northern Trust

KARREN VERGARA | FRIDAY, 23 JUN 2017

... previously a senior relationship and sales manager at J.P. Morgan Investor Services and prior to that worked at ANZ Custodian Services. Head of Northern Trust in Australasia Madeleine Senior said these hires will ensure the firm remains well-placed to ...

Bennelong expands institutional sales team

MARK SMITH | TUESDAY, 7 JUN 2016

... consultants and research houses. Prior to this, he worked in client services at both Treasury Group and National Custodian Services (NAB). Based in Sydney, Crowley reports directly to the firm's head of institutional sales Ryan Durance. Andrew Aitken ...

Future Fund names interim managing director

MARK SMITH | WEDNESDAY, 26 FEB 2014

... provision of fund accounting and tax reporting services to investment management clients gained at National Custodian Services in Melbourne. Mann's appointment indicates that the Future Fund board has decided against combining the managing director and ...

ASIC backs down on custody whistleblowing requirements

JAMES FERNYHOUGH | FRIDAY, 22 NOV 2013

... for unlawful or suspicious activity in the responsible entities of scheme property. However, the Australian Custodian Services Association (ACSA), objected to this requirement on the grounds that it did not fall within the duties of a custodian. Prior ...

PAGE:

Ausfood Super appoints chief executive

ELIZABETH FRY

Australian Food Super, the superannuation fund set up for employees in the meat industry, has named Michael Sykes as its new CEO.

mFunds sparked ASX outage, $1m credit issued

KARREN VERGARA

The ASX said the outage from last month largely stemmed from the now-defunct mFunds and will subsequently credit participants $1 million to make amends.

Aussie shares cost 8% more on rebalance days: Dimensional

KARREN VERGARA

Investing in the S&P/ASX 300 on a day it rebalances puts an 8% premium on share prices, a phenomenon that follows major global indices, new research from Dimensional Fund Advisors finds.

Rest appoints first-ever chief of staff

ANDREW MCKEAN

Rest has appointed a senior wealth management leader and superannuation expert from Insignia Financial to take the reins as chief of staff.

Videos

Brought to you by

Under the hood

Confidence guaranteed

Gearing up

Entering a new era

Recipe for retirement readiness

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Jenny Taing

Principal Solicitor

KHQ Lawyers

'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 ...

READ MORE

Robert Talevski

Managing Director

Activam

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

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

READ MORE

Nathan Robertson

Chief Executive Officer

Alvia Partners

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 ...

READ MORE

Robert De Dominicis

Chief Executive Officer

GBST

Mistaking financial literacy for retirement literacy

Many are unclear about how to transition from working life to retirement, particularly regarding their retirement savings and the options available to ...

READ MORE

Industry Events

MORE INDUSTRY EVENTS

FEB

Advisers Big Day Out - Adelaide

Featured Profile

MORE PROFILES

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.

READ MORE