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

READ NOW

Search Results

Showing 1 - 10 of 24 results for "Old Mutual"

Koda Capital restructures Investment Strategy Group team

JAMIE WILLIAMSON | TUESDAY, 12 SEP 2023

... specialist. She was previously head of responsible investment at Platypus Asset Management, and also has experience at Old Mutual and Sanlam Investments. James Gouldson also joined in May as head of managed portfolios, based in the Perth office. The ...

Tim Unger quits Willis Towers Watson

ELIZABETH FRY | FRIDAY, 25 AUG 2023

... ESG principles into investment strategies and frameworks. Earlier in his career, he worked as a pensions actuary at Old Mutual and a quantitative analyst at ING Barings. The article first appeared in Industry Moves.

Investment Trends names chief executive

JAMIE WILLIAMSON | THURSDAY, 26 NOV 2020

... positions. Brennan is a former non-executive director of the Financial Planning Association of Australia, van Eyk, Old Mutual and Advantage Financial Services. Her current board positions include non-executive directorships at Mortgage Choice and AMP ...

Sunsuper expands advice business

OSKAH DUNNIN | TUESDAY, 15 JAN 2019

... in the wealth management industry, including working at Colonial First State for 11 years. He has also held roles at Old Mutual, Asgard Wealth Solutions and Gunther Doyle Griffin. He begins at Sunsuper on January 29. Bailey has worked in the financial ...

Cameron Hume hires fixed income expert

KARREN VERGARA | FRIDAY, 7 JUL 2017

... consultancy basis to develop strategic investment ideas. Based in Edinburgh, Oxley was previously a lead fund manager at Old Mutual Global Investors, and prior to that worked at Ignis Asset Management as the head of rates, where helped manage more than ...

First State Super appoints ex-Barclays risk head

ALEX BURKE | FRIDAY, 18 SEP 2015

... Prior to that role, he was a senior risk manager at Barclays Capital, and before that, he held the same position at Old Mutual Asset Managers. At FSS, he will report to chief risk officer Suzette Thurman. Earlier in September, FSS made the Pensions & ...

DST partners UK wealth manager

DARREN SNYDER | TUESDAY, 19 MAY 2015

UK wealth manager Old Mutual Wealth will be consolidating multiple websites and microsites onto DST's Opendoor front-office platform, providing a single customer view for institutions, superannuation funds, and third-party administrators. Old Mutual ...

Australian Unity in talks to buy Premium Wealth Management

ALICE URIBE | FRIDAY, 25 JUL 2014

... market. "Also, Australian Unity is culturally and philosophically aligned with us. They are a well- respected 174 year old mutual and they have always prioritised client best interest and advisory integrity, and have an open architecture environment ...

Touchstone acquires Old Mutual assets

MATT WOODINGTON | WEDNESDAY, 5 OCT 2011

Touchstone Investments has agreed to acquire around $2 billion worth of mutual fund assets from Old Mutual Asset Management in the US, taking its funds under management to almost $10 billion. Touchstone Investments, a wholly owned subsidiary of Western ...

Plan B names new CEO

ELISE BURGESS | THURSDAY, 8 SEP 2011

... group's FOFA-readiness. Former chief executive and managing director of Skandia Australia when it was part of the global Old Mutual Group, Black said the financial planning group's early use of fee-for-service and no rebates or commissions positions ...

PAGE:

Funds SA appoints chief investment officer

ANDREW MCKEAN

Funds SA has appointed a new chief investment officer, who will join from Hostplus, to commence in February 2025.

Australian Retirement Trust appoints new chief risk officer

ANDREW MCKEAN

Australian Retirement Trust (ART) has appointed a new chief risk officer that's set to start in March 2025.

UniSuper has 'some work to get on with' on cyber front: Chair

JAMIE WILLIAMSON

UniSuper's leadership team has touched on how the fund is strengthening its operations following the extensive system outage in May this year.

Super framework, SMSFs conducive to financial abuse: Inquiry

KARREN VERGARA

Lax superannuation laws make it too easy for perpetrators of domestic violence to access victims' retirement savings, while the current framework for self-managed super funds (SMSFs) enables financial abuse to flourish, a parliamentary inquiry found.

Videos

Brought to you by

Confidence guaranteed

Under the hood

Entering a new era

Recipe for retirement readiness

Gearing up

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

DEC

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