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Neuberger Berman Global Real Estate Securities Group names Anton Kwang Asia Pacific Portfolio Manager

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Neuberger Berman, one of the world’s leading employee-controlled investment managers, today announced the expansion of its global real estate securities group with the appointment of Anton Kwang as a senior portfolio manager for the Asia Pacific region. Mr. Kwang will be based in Hong Kong. Neuberger Berman Global Real Estate Securities Group invests primarily in […]

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Investec Australia launches bonus points credit card offer for IFAs

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Points offer extends personal banking product suite for advisers Specialist bank Investec Australia is ramping up its holistic banking offer to financial planners, offering 100,000 Qantas Points to new credit card clients who are approved for an Investec Signature Card during the month of July and spend over $15,000 within 3 months. For clients who […]

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Ardea hits $4 billion FUM with measured growth and strong performance

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Asset manager marks five years of operation with major milestone Specialist fixed income manager, Ardea Investment Management, has recorded total funds under management exceeding $4 billion as it celebrates five years of investment performance in the Australian fixed income market as at 31 May 2014. With a focus on delivering controlled returns, Ardea offers a […]

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Robeco appoints retail regional manager in Australia

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Robeco, the Netherlands-based asset manager, yesterday announced the appointment of Matthew Young as Regional Manager Retail Business Development in Sydney, Australia. Matthew Young will lead the continued development of Robeco’s relationships with financial advisers and promote Robeco’s investment strategies, including emerging markets Conservative Equity (low volatility) and global equities. He will service Australia and report to […]

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ANZ completes sale of Trustees to Equity Trustees

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ANZ yesterday announced it has completed the sale of ANZ Trustees Limited to Equity Trustees Limited. As part of the agreement, ANZ formed a new strategic relationship with Equity Trustees involving a range of client referral and service arrangements. ANZ also retained its Philanthropic Advice, Estate Planning, Investment Management and Alternative Investment capabilities. ANZ CEO […]

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TAL tackles gender inequality – pay gap closed

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Australia’s largest life insurer TAL has closed the pay gap between male and female employees to provide almost 100% equal pay for both genders throughout the organisation. Closing the pay gap has been part of a coordinated initiative endorsed by the TAL Board and Executive to redress female inequality in all areas. In terms of […]

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Significant merger heralds a new competitive force in Executive Search and Recruitment

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Profusion Group and Primary Asset Consulting merge to create Australia’s largest banking and financial services executive search and recruitment firm. In a move that marks the creation of the largest provider of recruitment and executive search services to the Banking and Financial Services sector in Australia, Profusion Group (Profusion) and Primary Asset Consulting (PAC) yesterday […]

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Statement to our customers from Ian Narev, CEO of the Commonwealth Bank

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SYDNEY, 3 July 2014: Trust goes to the heart of a relationship between a financial institution and its customers. At the centre of the matters which a recent Senate Committee reviewed, is the very disturbing fact that some people working for our Commonwealth Financial Planning (CFP) and Financial Wisdom (FWL) businesses breached that trust. They […]

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Justin Viney to head Premium’s network expansion drive

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Premium Wealth Management has signaled a major growth program with the appointment of Justin Viney as head of network development. Viney, is a former general manager of practice development at IOOF’s Lonsdale Financial Group. Premium’s managing director Paul Harding-Davis said: “Justin has extensive experience across both financial planning and accountancy practice development and will be […]

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New strategic role at life insurer TAL

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Australia’s largest life insurer TAL announced yesterday the appointment of Edith Pfister to the newly created role of General Manager, Strategic Finance. This role brings together responsibility for strategy development, mergers and acquisitions, financial planning and analysis, and corporate treasury. TAL CFO Kent Griffin said: “By bringing together these functions, and in the appointment of […]

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