Lachlan Gilbert

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Financial planning

17 Apr

Hartley Poynton ordered to pay $1 m in landmark case

Stockbroking firm Hartley Poynton has been ordered by the Victorian Supreme Court to pay $1 million in damages to a Perth taxi-driver who fought the stockbroker over the ...

Financial planning

15 Apr

Van Eyk welcomes BT offshore plans

Van Eyk Research says BT Funds Management has been slow to utilise its connections with US parent, Principal, but that the fund manager is at last making steps in the rig...

Financial planning

12 Apr

HSBC keeps rating despite Morningstar concerns

HSBC’s overall three star rating from Morningstar has survived a review by the research house which had scaled down the majority of the fund manager’s qualitive ratings....

Funds management

10 Apr

Macquarie launches private equity fund

Macquarie will open its newest private equity fund to retail investors, aiming to attract up to $150 million from them, based on the success of a similar fund launched in...

Financial planning

10 Apr

BT to expand offshore investment capabilities

BT Funds Management (BTFM) will expand its international capabilities with the addition of small number of Australian analysts in the group’s investment offices in Singap...

Financial planning

08 Apr

Commonwealth wins over global Citigroup executive

The Commonwealth Bank has brought in Scott Riedel from Citibank in Geneva, to head up private client services as part of the bank’s Premium Financial Services (PFS) divis...

Financial planning

05 Apr

AMP adds ethical flavour to master trust menu

To capitalise on the growing appetite for ethical investments, AMP has added 15 new investment options to its corporate super master trust, CustomSuper, which includes th...

People & Products

04 Apr

NRMA head of asset management departs

The head of the NRMA’s asset management division, Susan Doyle, has today announced her departure from the group....

Financial planning

03 Apr

ANZ unwinds financial services divisions

ANZ has reorganised its specialised business units, and has unwound the divisions Personal Financial Services and Corporate Financial Services which will be redistributed...

Financial planning

02 Apr

Rich labels agribusiness immature

The agribusiness industry will continue to show all the hallmarks of an immature branch of the investment industry unless it aligns itself with Australian equities rather...