CHIEF INVESTMENT OFFICER

Financial planning

Perpetual Trustees Australia will end its exclusive arrangement with US-based Fidelity Investments to distribute the latter’s international equity funds in Australia afte...

Financial planning

Equity Trustees is to re-open its EQT Small Companies Fund to retail investors following an 18 per cent growth in the S&P/ASX Small Ordinaries Accumulation Index since th...

Financial planning

Melbourne-based boutique hedge fund firm K2 Asset Management has announced plans to close its Australian absolute return fund to avoid triggering potential capacity and l...

Financial planning

InTech has launched its first stand-alone fund to non-consulting clients - an international fund-of-fund consisting of high conviction investment managers with little reg...

Financial planning

MLC has appointed Susan Gosling as general manager of its implemented consulting division as part of the group’s ongoing strategy to strengthen its consulting capabilitie...

Financial planning

Perth-based dealer firm Western Pacific Financial Group has unveiled an ambitious organisational expansion that involves the formation of a holding company to sit above a...

Financial planning

Former Sagitta Wealth Management chief executive Peter Martin is set to return to the market later this year as head of a new start-up venture - Rismark International Lim...

Financial planning

John Wilkinson talks to HSBC chief executive Barry Sheehan and chief investment officer Jon Taylor about the challenges of turning around the fortunes of the fund manager...

People & Products

Fidelity Investments has snared Barclays Global Investors (BGI) adviser services director Michael Ohlsson to manage its Australian business....

Financial planning

Perpetual Investments has secured the services of three of Macquarie Funds Management credit specialists to bolster its asset management team....

Financial planning

Style neutral investment group Ausbil Dexia co-founder Michael Wilson has announced his retirement from the firm seven years after its launch through a joint venture betw...

Financial planning

Invesco Australia has appointed former AXA Australia and New Zealand chief investment officer Mick O’Brien into a newly created director retail sales and marketing role....

Financial planning

Invesco Australia has appointed former AXA Australia and New Zealand chief investment officer Mick O'Brien into a newly created director retail sales and marketing role....

Financial planning

Tower Australia is rolling out the second phase of its multi-manager investment strategy, appointing Deutsche Asset Management and Macquarie Funds Management to focus on ...

Financial planning

InTech Research has appointed a head of research - a newly created role which completes the asset consulting firms senior executive recruitment drive....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

4 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks 1 day ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

1 week 6 days ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

3 weeks 6 days ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks ago