From the Source

New AMP Capital MD announced

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AMP Limited yesterday announced that Adam Tindall will assume the role of Managing Director  AMP Capital, the diversified investment manager, following Stephen Dunne’s upcoming retirement. Adam Tindall is currently AMP Capital’s Director and Chief Investment Officer, Property. AMP Chief Executive Officer Craig Meller welcomed Mr Tindall’s appointment: “Adam is a talented leader who’s played an […]

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ANZ implements new measures to help women experience an equal financial future

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ANZ yesterday announced new measures to help women better engage with their financial futures and address the structural bias and subsequent financial disadvantage they face in the workplace and retirement. The announcement follows ANZ’s release of new research report into gender inequality in Australia, which found that over their lifetime Australian women earn on average $700,000 […]

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Chris Cuffe takes on Chairmanship of Atrium Investment Management

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Respected financial services industry executive and philanthropist Mr Chris Cuffe has taken the role of chairman with Atrium Investment Management (Atrium). Mr Cuffe has had an involvement with the firm since 2012. Mr Cuffe leads a Board committed to accelerating the growth of Atrium, a Sydney-based asset management firm established in 2009. Atrium’s specialist investment […]

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Nikko Asset Management strengthens U.S. operation by appointing new leadership

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As investors in the Americas look to capitalise on investment opportunities around the globe, Nikko Asset Management is bolstering its business development capability in the United States. The Tokyo-based firm has promoted Fred DeSerio to serve as senior managing director, head of sales and co-head of the business for the Americas. “We are excited to […]

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Fortnum restructures executive team

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Non-institutionally owned financial services company Fortnum Financial Group has restructured its financial planning subsidiary Fortnum Financial Advisers, appointing four new staff and internally-promoting national sales manager Joel Taylor to the newly-created role of managing director in a move that strongly positions the group for future growth. Mr Taylor will continue to report to Fortnum Financial […]

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Nikko Asset Management Expands UCITS Range

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Investors strong appetite for gaining exposure to specialist investment strategies is driving Nikko Asset Management to expand its range of UCITS (Undertakings for Collective Investment in Transferable Securities) funds, the company announced. “UCITS funds are an excellent way for clients to access global investments in an easily accessible and efficient manner,” said Takuya Koyama, executive […]

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Accountants partner with GPS on licensing journey

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Thirty accounting practices have joined independently-owned financial planning and accounting group, GPS Wealth in the last 12 months, with more than 70 accountants attending the group’s two-day RG 146 course. GPS Wealth has two licensing offers for accountants: a limited authority and a full authority. A limited authority has been the most popular option to […]

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New SIV investment framework supports emerging listed Australian companies

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The creation of an emerging companies category for the Significant Investor Visa (SIV) program has the potential to be an important source of capital for emerging listed Australian companies, said Mr Douglas Loh, head of equities, Acorn Capital. Speaking at the Basis Point third annual Significant Investment Visa conference, Mr Loh said: “The changes to […]

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Colin Lewis joins Perpetual Private as Head of Strategic Advice

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High net worth advice firm Perpetual Private has announced the appointment of Colin Lewis as Head of Strategic Advice. Mr Lewis has a strong track record of delivering and implementing strategies for high net worth investors having had more than 20 years’ experience in the financial services industry. He will join Perpetual Private on Monday 17 […]

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FSC statement on the Prime Minister’s retreat with state and federal leaders

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“The Financial Services Council supports The Prime Minister’s retreat with state and federal leaders yesterday and commends the spirit being adopted for an open and constructive debate on tax reform. Australia’s current tax mix, with its high reliance on income and corporate taxes and inefficient state stamp duties, is not sustainable.  The most inefficient taxes are state stamp duties, particularly on […]

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