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Showing 1 - 10 of 41 results for "Holt"

Ex-Qantas Super private markets lead lands new gig

ELIZABETH FRY  |  THURSDAY, 2 OCT 2025
Allan Chen, the final member of his team to to secure a new position following the fund's merger with Australian Retirement Trust, has joined Westpac's private bank as an investment director for global investment services. In the role, Chen ...

TWC bolsters investment team

ELIZABETH FRY  |  THURSDAY, 24 APR 2025
... that jibes with achieving superior real returns on investment (RROI). Olteanu-Veerman started her career at Credit Suisse HOLT in the early 2000s, professionally overlapping with Birkhold. "So, the cohesion, shared experience and passion around the cashflow-based ...

Boutique investment manager hits the market

ANDREW MCKEAN  |  TUESDAY, 24 SEP 2024
... management firms, and institutional investors. Hereford and Birkhold, who also served as managing director at Credit Suisse HOLT in London, are joined by founding partners Neil Carter, Cameron Sinclair, Amy Reed, and Angelique Tan; they bring an average ...

ASIC suspends RE licence

KARREN VERGARA  |  MONDAY, 8 FEB 2021
... is led by chief executive Glenn Griffin, director of funds adviser and funds developer Charles Turner Morris, and Rodney Holt. While its licence is suspended, ASIC said IEL cannot issue new interests in the two funds and is forbidden to grant any further ...

Record number of tax evasion reports

ELIZABETH MCARTHUR  |  FRIDAY, 21 JUN 2019
... and inadequate or no super paid and overstating expenses were the next most common tip offs. Assistant commissioner Peter Holt said the upward trend in the volume of referrals about people suspected of participating in the black economy could suggest ...

MetLife revamps relationship management and underwriting teams

KARREN VERGARA  |  TUESDAY, 7 AUG 2018
... NSW and ACT prior to joining MetLife. Also from AIA Australia, White worked as a senior client development manager. Richard Holt is the head of service delivery, responsible for MetLife's retail service proposition, supporting advisers and other intermediaries ...

Alpha Fund Managers awards income mandate

JAMIE WILLIAMSON  |  MONDAY, 18 DEC 2017
... consistent outperformance," Alpha portfolio manager, Julien Brodie said. Blue Quay founder and executive director Patrick Holt said the fund manager is appreciative of the opportunity provided by Alpha. "The structured credit market in Australia is growing ...

Mercer assists super fund members experiencing domestic violence

JAMIE WILLIAMSON  |  FRIDAY, 24 NOV 2017
... for women in Australia and costing the economy over $14 billion per year, Mercer Pacific's chief customer officer Campbell Holt said 40% of the phone calls received were from female members and the superannuation industry has a responsibility to help. ...

Industry funds adopt robo-advice

KARREN VERGARA  |  TUESDAY, 21 NOV 2017
... out of Decimal's digital advice technology Eqilize to more than two million clients. Mercer chief customer officer Cambell Holt said digital advice not only means members can be better prepared for their retirement, it also leads to more-engaged members. ...

Mercer partners for robo-advice

JAMIE WILLIAMSON  |  TUESDAY, 14 FEB 2017
... software as they please and to configure and scale the solution as needed over time. Mercer chief customer officer Cambell Holt said that the need to use technology as a means of engaging members and providing financial advice to those who don't currently ...
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