Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 49 results for "Investment bonds"

Generation Development Group profit jumps

ANDREW MCKEAN  |  THURSDAY, 29 AUG 2024
... another year of outperformance for the company, "surpassing all our key metrics," including record sales for both investment bonds and its investment-linked lifetime annuity, LifeIncome, totaling $674 million. "This resulted in our funds under management ...

Generation Development Group corrals complete ownership of Lonsec

ANDREW MCKEAN  |  TUESDAY, 23 JUL 2024
... received over $200 million in total inflows in the June quarter alone, setting an all-time sales record for both investment bonds and lifetime annuities during the period. The investment solutions provider said the record year of sales also resulted ...

Fortnum, PFS launch parent company

KARREN VERGARA  |  MONDAY, 22 APR 2024
... meet the holistic needs of professional advice businesses," he said. Last year, Australian Unity acquired IOOF's investment bonds business for $40 million. It recently acquired home care and home support services provider myHomecare Group (MHC) for $285 ...

Insignia Financial touts strong start to FY24, simplification

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2024
... due to a combination of $1.7 billion in net outflows and a $1 billion decrease related to the divestment of its investment bonds unit, offset by market performance. The outflows were from existing institutional clients, with $1.2 billion taken from Antares ...

Renato Mota to leave Insignia Financial

JAMIE WILLIAMSON  |  FRIDAY, 20 OCT 2023
... departure comes as Insignia seeks to further overhaul its business. In July, the company announced it was selling its investment bonds unit to Australian Unity's Lifeplan Friendly Society. This was soon followed by plans to transform the advice business ...

KeyInvest, Mantis Funds launch investment bond offering

CHLOE WALKER  |  WEDNESDAY, 18 OCT 2023
The Adelaide-based specialty financial services provider has partnered with Mantis Funds to bring investment bonds to wealth managers, financial advisers and high-net-worth individuals (HNWIs). As part of the deal, Mantis will become the exclusive external ...

Insignia offloads investment bonds unit

KARREN VERGARA  |  MONDAY, 24 JUL 2023
Insignia Financial has divested its investment bonds business for $40 million to Australian Unity in a bid to pay off debt. Australian Unity's subsidiary Lifeplan Friendly Society will take over Insignia's investment bond business, which operates ...

Global X debuts US corporate bond ETF

ANDREW MCKEAN  |  WEDNESDAY, 5 APR 2023
... Investment Grade Corporate Hedged to AUD Index. The ETF provides investors with access to US investment grade investment bonds, with maturities of at least three years, and a minimum issuance of $750 million per bond and $2 billion per issuer. Global ...

Investment bonds offer refuge amid super changes

ANDREW MCKEAN  |  WEDNESDAY, 8 MAR 2023
As the government plans to tighten rules around high superannuation balances, investment bonds offer a secure, tax-efficient alternative. The government has proposed doubling the concessional tax rate for super balances over $3 million from 15% to 30%. ...

New adviser, intermediary solutions lead at Russell

KARREN VERGARA  |  THURSDAY, 13 JAN 2022
... Gowings, Centrepoint Alliance and AMP. Such roles included distribution and marketing lead, general manager of investment bonds and leading wholesale funds management efforts. Last year, the fund manager won a $285 million mandate split across three ...
PAGE:
1
PREVIOUS
NEXT