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Showing 1 - 10 of 84 results for "Donnell"

AustralianSuper, LUCRF push ahead on merger

ELIZABETH MCARTHUR  |  MONDAY, 8 NOV 2021
The boards of $7.4 billion LUCRF Super and $230 billion AustralianSuper have approved a Heads of Agreement as they continue to advance discussions towards a merger. This agreement follows the successful completion of due diligence by the two funds and ...

Pension fund backs Aussie insurance distributor

JAMIE WILLIAMSON  |  TUESDAY, 14 SEP 2021
A major Canadian pension fund has taken a 33.4% stake in the Greenstone, the Sydney-based distributor of several retail insurance brands. Ontario Teachers' Pension Plan Board has reached an agreement to acquire the stake from fellow Canadian pension ...

Advice firm acquires investment consultant

KARREN VERGARA  |  MONDAY, 26 JUL 2021
A Melbourne-based financial advice firm has acquired a boutique investment consultant for an undisclosed amount. Wattle Partners has acquired Atchison Consultants after several years of looking for the right partner to help it expand. The consultancy ...

AustralianSuper names next merger partner

JAMIE WILLIAMSON  |  TUESDAY, 6 JUL 2021
AustralianSuper is working on its next merger, this time with a 43-year-old industry fund. The nation's largest super fund has signed a Memorandum of Understanding to merge with LUCRF Super, the Labor Union Cooperative Retirement Fund. Established ...

Commonwealth seeks to stop bond class action

ELIZABETH MCARTHUR  |  FRIDAY, 9 APR 2021
... over climate change risk as it relates to government bonds, as the government attempts to stop the class action. Katta O'Donnell is seeking to hold the Australian government to account over climate change risks, through a class action filed in the Federal ...

Industry fund CIO resigns

KARREN VERGARA  |  FRIDAY, 26 FEB 2021
The investments chief of a not-for-profit fund will leave after five years in the post. LUCRF Super chief investment officer Leigh Gavin will stay until Easter with the fund, sister publication Industry Moves first confirmed. Gavin joined LUCRF in May ...

Citi unifies global wealth management business

ELIZABETH MCARTHUR  |  THURSDAY, 14 JAN 2021
... unify wealth management teams in global consumer banking and the institutional clients group, and will be led by Jim O'Donnell. The institutional clients group looks after more than 1000 clients across Australia and New Zealand, including across custody ...

CountPlus firm completes tuck in acquisition

ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
... growth opportunities. It recently acquired Freedom Accounting Group, CBD Wealth Solutions, Arch Capital and Hillard O'Donnell and Associates.

CountPlus firm makes acquisition

ANNABELLE DICKSON  |  WEDNESDAY, 9 DEC 2020
... acquisition. Melbourne-based member firm O'Brien Accountants & Advisers has acquired the accounting services of Hillard O'Donnell and Associates. O'Brien will pay $570,000 with an initial upfront payment with the remainder paid annually over two years ...

Rest climate case dismissed

ELIZABETH MCARTHUR  |  MONDAY, 2 NOV 2020
... by Equity Generations Lawyers principal David Barnden who has two other cases related to climate change on foot. O'Donnell v Commonwealth and Ors is a potential class action with lead claimant Katta O'Donnell, who owns Australian government bonds. ...
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