From the Source

Rubik appoints new CEO

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Iain Dunstan, currently managing director of Rubik’s Wealth Division, has been appointed interim CEO of Rubik following the departure of Niek Hoogenhout. Mr Dunstan joined the company in October, bringing with him extensive wealth management and software development experience at the senior executive level, as well as previous experience as the CEO of an ASX-listed […]

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Paul Smith Appointed President and CEO of CFA Institute

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CFA Institute, the global association of investment professionals that sets the highest standards for education, ethics and professionalism, has named Paul Smith, CFA, currently managing director, APAC and global head, Institutional Partnerships at CFA Institute, as its new president and CEO, effective immediately. Smith’s appointment comes after an extensive global search to lead the organization […]

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Naoki Kamiyama hired as Chief Strategist of Nikko Asset Management

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Naoki Kamiyama has been appointed as Chief Strategist of Nikko Asset Management, joining the company yesterday, the Tokyo-based asset manager announced. Kamiyama will deliver his strategic insights and solutions in a wide range of asset classes to institutional and retail clients. He will also sit as a member of the company’s Global Investment Committee. The committee, led by […]

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AMP Capital announces retirement of Louise Joslin

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AMP Capital has announced the retirement of its longest serving fund manager, Louise Joslin. Ms Joslin, Fund Manager of the AMP Capital Diversified Property Fund (ADPF), will retire mid-2015 after a 34-year career in the property industry including 20 years at AMP Capital. An internal and external recruitment process has commenced and once a replacement […]

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HUB24 first to add ING DIRECT term deposits to platform

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HUB24 has kicked off 2015 by adding more choice to its IDPS and Super platform with the availability of ING DIRECT’s 3-month, 6-month and 1-year platform term deposit products (TDs). Wes Gillett, Head of Marketing & Distribution, HUB24, commented: “We believe that the key to a successful platform is choice, extending across all providers and […]

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The Dawson Partnership welcomes Sally Humphris as a partner and director

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Peter Dawson, founder of The Dawson Partnership, said yesterday: ‘I am delighted that Sally has agreed to join our firm at a time where we are experiencing growing demand for our services”. Sally brings with her extensive knowledge of the financial services industry and a substantial network of trusted relationships gained over a twenty year […]

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AIA Australia recruits new Chief Marketing Officer

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Following an extensive search, life insurer AIA Australia has appointed Renae Smith to the role of Chief Marketing Officer. Ms Smith has over 18 years’ experience in marketing related disciplines at some of Australia’s largest organisations, and joins AIA Australia from GE Capital A&NZ as its Head of Marketing & Portfolio Management. Prior to GE […]

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Principal Global Investors announces leadership changes to support accelerating growth and strengthen leadership of non-U.S. business

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Principal Global Investors last week announced new roles for Kirk West and Andrea Muller within the firm. Effective 1 January 2015, Andrea Muller took on the role of executive director-head of international distribution, which was previously held by Kirk West. West moves into the newly created role of executive director-head of international, assuming responsibility for all […]

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ANZ appoints Carole Berndt as Managing Director of Global Transaction Banking

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ANZ last week announced Carole Berndt has been appointed Managing Director Global Transaction Banking reporting to CEO International and Institutional Banking Andrew Géczy.  Ms Berndt is currently the Global Head of Transaction Services at Royal Bank of Scotland based in the United Kingdom, a role she has held since October 2013. Prior to this, she was […]

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Lonsec Stockbroking unveils new desktop tool for advisers

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Investment in team further strengthens wholesale only broking offer Lonsec Stockbroking has further strengthened its unique wholesale broking offer to financial advisers, significantly growing its team and rolling out new technology to help planners better manage their client portfolios. In an industry-first, Lonsec has partnered with GBST to offer clients a white label FrontOffice solution. […]

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