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Showing 1 - 10 of 868 results for %22Simon Ho%22

'Just do what you say you'll do': ASIC's message to trustees

JAMIE WILLIAMSON  |  FRIDAY, 10 MAY 2024
ASIC commissioner Simone Constant says the regulator's new report on exorbitant advice fee deductions is not a criticism of advisers, rather of trustees failing basic obligations, with more still needing to be done by the reviewed funds some 12 ...

ASIC slams funds' serious deficiencies over advice fee charges

JAMIE WILLIAMSON  |  THURSDAY, 9 MAY 2024
A review by ASIC has found evidence of poor oversight of advice fee deductions by superannuation trustees, with some allowing charges of up to $20,000 before raising concerns and some not conducting any checks of advice documents at all. ASIC is calling ...

Antipodes acquires boutique manager

KARREN VERGARA  |  MONDAY, 29 APR 2024
... role of investment director for Asia at Antipodes. Wu co-founded the firm in 2005 with his veteran financial planner father Simon after seeing demand from Chinese-Australian clients about access to their homeland's investment markets. In response ...

Schroders welcomes new head of intermediary

ELIZA BAVIN  |  FRIDAY, 12 APR 2024
... previously worked for State Street and the Commonwealth Bank. Schroders Australia chief executive and chief investment officer Simon Doyle said Fernandez brings a wealth of experience to the role. "Jude is a well-respected, passionate, and collaborative ...

Regal shutters East Point AM

KARREN VERGARA  |  TUESDAY, 9 APR 2024
... investor. Regal acquired the Hong Kong-based alternative fund manager last year. EPAM founder and chief investment officer Simon Walsh and his team joined Regal in supporting Regal managing the ASX-listed Asian equity strategy (RG8), as well as other ...

Funds SA recruits from LGT

JAMIE WILLIAMSON  |  MONDAY, 25 MAR 2024
Funds SA recently welcomed a new head of technology, hiring from LGT Wealth Management. Simon Boyley has joined in the role, returning home from London where he spent seven years with LGT Wealth Management's IT team, most recently as head of technology. ...

Two more executives leave Morningstar

ELIZABETH FRY  |  THURSDAY, 21 MAR 2024
... having also worked in managed funds research and advisory in Australia for Macquarie and Lonsec. He said Michael Malseed and Simon Scott will provide day-to-day oversight on an interim basis with additional support from Morningstar's regional analyst ...

Super on unpaid parental leave extended in Western Australia

ELIZA BAVIN  |  MONDAY, 11 MAR 2024
The Western Australian government will extend the payment of superannuation on unpaid parental leave to up to 24 weeks from 1 July 2024 for all WA public sector employees. The initiative is expected to cost up to $46 million over the next four years ...

Global economy to grow at a slower positive rate

CHLOE WALKER  |  WEDNESDAY, 28 FEB 2024
Members of the Wigmore Association family office network, including Mutual Trust head of investment solutions Simone Rouse, believe that the global economy will continue to expand in 2024, albeit at a slower pace than in 2023. The group's latest 2024 ...

Future Group commences organisational restructure

ANDREW MCKEAN  |  TUESDAY, 20 FEB 2024
... operations of its subsidiaries, smartMonday, GuildSuper, and Verve Super, leading to job cuts. Future Group chief executive Simon Sheikh said in a letter to investors that to deliver sustained growth, the company is transitioning to a unified team structure ...
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