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Showing 1 - 10 of 15 results for %22Simon Gross%22

Centrepoint names new chair, borrows $10m for M&A

CASSANDRA BALDINI  |  WEDNESDAY, 23 AUG 2023
... Fisher is stepping down as chair of Centrepoint Alliance. He will be replaced by former ClearView Wealth chief executive Simon Swanson, effective immediately. It comes as the group receives indicative approval from NAB for a debt facility of $10 million ...

Rest signs mandate with Palisade Impact Fund

CASSANDRA BALDINI  |  MONDAY, 17 APR 2023
... help members grow their super while contributing to a more sustainable future," said Rest deputy chief investment officer Simon Esposito. "Significant investment is required to address the scale of climate change and energy transition and the road to ...

ClearView offloads managed investments unit

KARREN VERGARA  |  FRIDAY, 24 FEB 2023
... sustainability including product changes and the repricing of historical inforce portfolios," ClearView managing director Simon Swanson said. The firm sold its advice unit in 2021. Swanson said this "resulted in a better home for former staff and financial ...

Iress restructures investment management, advice roles

KARREN VERGARA  |  TUESDAY, 22 FEB 2022
... together clients with specialist growth needs in areas such as superannuation and managed funds. Iress chief commercial officer Simon New said: "We would like to thank Kirsty and Tizzy for their considerable contribution to Iress over many years. We ...

IOOF buys $68m retail property

KANIKA SOOD  |  WEDNESDAY, 28 JUL 2021
... Government Area, where the population is expected to grow at 2.8% p.a. over the next five years. IOOF head of property Simon Gross said the acquisition is its 19th retail property. "While some segments of the property sector may have experienced some ...

BGH Capital, Canadian pension fund shelve NZ acquisition

KANIKA SOOD  |  WEDNESDAY, 1 APR 2020
... headquartered in Melbourne and was founded in 2017 by former Macquarie Capital ANZ head Robin Bishop and TPG's Ben Gray and Simon Harle.

Responsible investment guide launched

KANIKA SOOD  |  WEDNESDAY, 28 NOV 2018
... IM and RIAA representative are organising seminars in four cities this week to engage with advisers. RIAA chief executive Simon O'Connor said: "The guide sets out to demystify responsible investing, unscrambling all the jargon, to help advisers move ...

Market Wrap AM

AAP  |  WEDNESDAY, 4 MAR 2015
... Speakers at the International Women's Day Breakfast in Sydney include Erin Flaherty, Executive Director of Infrastructure NSW, Simon Rothery, CEO of Goldman Sachs in Australia & New Zealand, Sally Loane, CEO of the Financial Services Council. The Australian ...

Standard Life Inv GARS fund recommended by Lonsec

MARK SMITH  |  TUESDAY, 19 NOV 2013
... at the research and portfolio construction levels The SLI GARS Australian trust has achieved an 11.2% annualised return, gross of fees, since its inception in the Australian market in 2009 to 30 September 2013, exceeding its investment objective of cash ...

Legg Mason $100m mandates add to IOOF value approach

MARK SMITH  |  WEDNESDAY, 5 JUN 2013
... expect the new strategy to add alpha while we wait for the market to reward our value approach." IOOF head of property Simon Gross and Legg Mason Australian equities portfolio manager Ashton Reid developed the Low-concentration A-REIT strategy. It is ...
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