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Showing 1 - 10 of 1626 results for "Excel"

Fund managers unsure about expenditures on AI

MATTHEW WAI  |  THURSDAY, 23 JUL 2026
While budgets for artificial intelligence (AI) capabilities continue to grow across the fund management industry, many aren't sure if they are spending the right amount, new Clearwater Analytics research found. According to the study, which included ...

Macquarie chief to step down after eight years at the helm

MATTHEW WAI  |  THURSDAY, 23 JUL 2026
After nearly four decades at Macquarie, chief executive and managing director Shemara Wikramanayake will retire from the role in November. Current head of banking and financial services Greg Ward has been named as Wikramanayake's successor, effective ...

legalsuper appoints HESTA executive as CEO, names new CIO

VINNY VUCAGO  |  MONDAY, 20 JUL 2026
legalsuper has appointed a new chief executive and new chief investment officer, hiring from HESTA and Qantas Super. HESTA chief operating officer Stephan Reilly will take on the role of chief executive officer and former Qantas Super deputy chief investment ...

Next Capital nabs Fujitsu's data centre platform

MATTHEW WAI  |  MONDAY, 20 JUL 2026
Australian private equity firm Next Capital is set to acquire the local data centre business of Fujitsu to create a new independent national data centre platform. With a completion date expected later this year, subject to customary conditions and approvals ...

Former T. Rowe Price distribution head finds new role

MATTHEW WAI  |  FRIDAY, 17 JUL 2026
After a four-month hiatus, the sales director is now calling Evidentia Private, the private wealth arm of Evidentia Group, home. Former T. Rowe Price head of intermediary sales for Australia Jonathon Ross has joined Evidentia Private as principal, private ...

FAAA names new chair as David Sharpe prepares to step down

VINNY VUCAGO  |  WEDNESDAY, 15 JUL 2026
The Financial Advice Association Australia (FAAA) has appointed named its chair-elect following a board election process. Michelle Veitch will officially assume the role of chair after the 2026 Annual General Meeting (AGM) in November, succeeding current ...

TA Associates sells Russell Investments

KARREN VERGARA  |  FRIDAY, 10 JUL 2026
Russell Investments marks another change in ownership as private equity firm TA Associates announced it will sell the fund manager to a B Capital-led consortium that includes CalPERS. TA Associates, together with Reverence Capital Partners (RCP), will ...

ICS secures mandate for UK specialist fund manager

MATTHEW WAI  |  TUESDAY, 7 JUL 2026
Investment Control Systems (ICS) has been selected to provide strategic investment data management and analytics solution for a UK specialist fund manager via its ATHENA platform. ICS will implement ATHENA to consolidate Impax Asset Management's core ...

Natixis IM appoints head of wholesale distribution

VINNY VUCAGO  |  MONDAY, 6 JUL 2026
Natixis Investment Managers (Natixis IM) Australia has appointed former Yarra Capital Management executive Rommel Hacopian as head of wholesale distribution. The new hire comes as the global asset manager ramps up its expansion plans in Australia, including ...

Alexander Funds names new chief executive

ELIZA BAVIN  |  THURSDAY, 18 JUN 2026
Alexander Funds has appointed John Caldwell as chief executive, effective 7 September 2026. Alexander Funds said the appointment follows a comprehensive search process undertaken by the board as the firm prepares for its next phase of growth and development. ...
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