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Showing 1 - 10 of 390 results for "St. George"

Newmark Capital elevates distribution capabilities

MATTHEW WAI | FRIDAY, 22 NOV 2024

... on the ultra-high-net-worth space through roles at BT Funds Management, Citigroup Asset Management, ANZ, Westpac and St George. More recently, Wares was the managing director, Australia and New Zealand for the US-based Laureola Advisors until 2023, whereafter ...

Investors brace for turbulence as Biden backs out

ELIZA BAVIN | TUESDAY, 23 JUL 2024

Investors are preparing for some market turbulence in the US after President Joe Biden pulled out of the race for President against Donald Trump. American Century chief investment officer Rich Weiss said Biden's decision to withdraw as the Democratic ...

BBY manager charged with aiding and abetting

KARREN VERGARA | WEDNESDAY, 29 NOV 2023

... strategy, facilitated the transfer of large sums of client money that was meant to be held on trust. Yuen instructed St George Bank on 13 June 2014 to transfer $6.8 million of client funds out of BBY's futures client segregated account, a client money ...

BBY chief charged with aiding and abetting fraud

KARREN VERGARA | TUESDAY, 10 OCT 2023

... counselled or procured offences by another former BBY employee, who dishonestly obtained a financial advantage for BBY from St George Bank. "The financial advantage was obtaining additional funding by way of improperly drawing down on an overdraft facilitation ...

XV Capital plots expansion, fund launch

JAMIE WILLIAMSON | TUESDAY, 19 SEP 2023

... Sydney. McLaren was with BT for 13 years before her departure in April 2022, prior to which she held senior roles at St George Wealth Management. She is also chair of the Financial Industry Community Aid Program. McLaren told Financial Standard she is ...

Soros hands the reins to son

CHLOE WALKER | FRIDAY, 16 JUN 2023

Billionaire investor and philanthropist George Soros has handed the leadership of his $37 billion empire to his son, Alexander. Specifically, the 37-year-old heir will lead Soros' charitable Open Society Foundations and political action committee ...

Former BBY operations lead sentenced

JAMIE WILLIAMSON | FRIDAY, 9 JUN 2023

... obtaining a financial advantage. Between June 2013 and May 2015, while BBY's head of operations, Fiona Mae Bilton deceived St George Bank in related to the amount of BBY's unsettled equities trades for the benefit of the company. In doing so, she claimed ...

RBA bumps up cash rate

ANDREW MCKEAN | WEDNESDAY, 7 DEC 2022

As forecast, the Reserve Bank of Australia (RBA) has lifted the cash rate by another 25 basis points. KPMG chief economist Brendan Rynne noted that the RBA remains concerned about the immediate economic outlook, despite confirming that its recently ...

AXA IM Alts launches BTR strategy, partners with NHFIC

CHLOE WALKER | FRIDAY, 25 NOV 2022

AXA IM Alts will offer social and affordable built-to-rent housing through a partnership with St George Community Housing (SGCH) and the National Housing and Finance Investment Corporation (NHFIC). AXA IM Alts' strategy is supplemented by funding from ...

UBS picks new head of investment research

CASSANDRA BALDINI | THURSDAY, 13 OCT 2022

UBS has selected a new head of investment research for Australia and New Zealand as Simon Mitchell prepares to depart at the end of the year. Mitchell has been in the role for the past seven years and has decided to explore new opportunities outside ...

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First Sentier expands mandate with Northern Trust

MATTHEW WAI

Northern Trust will offer a range of front-to-back solutions as third-party administrator for First Sentier Investors under an extended agreement.

Venture capital exits expected to grow in 2025: Preqin

ELIZA BAVIN

The venture capital market is expected to see even more exits in 2025 after the sector was impacted by higher interest rates throughout 2024.

FAAA slams 'underlying issues' in CSLR

ELIZA BAVIN

The FAAA has made a submission to the Senate Economics Committee calling out underlying issues brought to the fore by the establishment of the CSLR.

NRL legend joins private wealth firm

ANDREW MCKEAN

Ex-National Rugby League (NRL) player Cooper Cronk has joined Viola Private Wealth as an ambassador.

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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 ...

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Robert Talevski

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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 ...

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Nathan Robertson

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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 ...

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Robert De Dominicis

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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 ...

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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.

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