OpenMarkets sets course for wholesale growth with senior sales appointment

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Former E*Trade Senior BDM Leo Lopez appointed to drive growth in adviser and wholesale markets Independent stockbroking company, OpenMarkets Australia, has announced the appointment of Leo Lopez as Head of Sales.   The appointment comes as OpenMarkets reports strong demand for it’s low fee, execution and trading services. CEO Rick Klink said the service was finding […]

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Ibbotson Associates Australia Appoints Andrew Lill Chief Investment Officer, Asia-Pacific

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Andrew Lill has joined Ibbotson Associates Australia, a unit of Morningstar,  Inc.’s investment management group, as Chief Investment Officer, Asia-Pacific. Lill will be responsible for leading the investment management teams in the Asia-Pacific region. He will also contribute to Morningstar’s global investment management committees, policies, capabilities, and thought  leadership. Based in Sydney, he reports to […]

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AMP announces key marketing appointment

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AMP has appointed Helen Livesey to the newly-created role Director Brand and Marketing, reporting to AMP’s Chief Customer Officer Paul Sainsbury. Ms Livesey, previously AMP Director Brand, will be responsible for leading AMP’s direct-to-consumer engagement while supporting AMP’s key distribution channels. Ms Livesey has held a number of roles within AMP over 15 years, and […]

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Kardinia expands team with new appointment

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Kardinia Capital (Kardinia) has appointed Peter Lucas to the role of Investment Analyst, expanding its investment team – headed up by Portfolio Managers Mark Burgess and Kristiaan Rehder – to three. Peter joined the team on 6 January. Previously, Peter was Executive Director – Head of Melbourne Institutional Sales with Nomura Australia, where he played […]

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AMP announces key leadership appointments

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AMP has announced key leadership appointments for its two newly created business divisions – Insurance and Superannuation, and Advice and Banking effective 20 January 2014. The appointments come after AMP CEO Craig Meller announced his leadership team in October and are the next step in creating a leaner, more efficient and increasingly customer-driven organisation. AMP […]

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Principal Real Estate Investors expands global real estate team

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Shern-Ling Koh and Julian Mittag to focus on investment opportunities in Asia Principal Real Estate Investors have announced the hiring of Shern-Ling Koh and Julian Mittag as portfolio managers within the Global Real Estate Property Securities team. Both Koh and Mittag will be based in Singapore where they will be responsible for identifying investment opportunities […]

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Andy Marshall appointed to strategic sales role

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Zurich Financial Services Australia Limited (Zurich) announced today that Mr Andy Marshall has been appointed to the national role of Head of Sales Strategies and Research, Life Risk. In this role Mr Marshall will be responsible for developing, promoting and delivering Zurich’s life insurance proposition in conjunction with distribution partners and research houses. Mr Marshall […]

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Deutsche Bank and Link Market Services reach agreement for sale of registrar services GmbH

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Deutsche Bank has reached an agreement with Link Market Services (Link), a leading provider of share registry and associated value added services in Australasia, on the sale of registrar services GmbH, a wholly-owned subsidiary of Deutsche Bank. Under the proposed transaction, Link will acquire 100% of registrar services. The transaction is subject to certain approvals. […]

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Financial Index Wealth Accountants to acquire Centric Wealth

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Deal creates one of Australia’s largest non-aligned financial advisory businesses, with over A$7.6bn funds under advice Financial Index Wealth Accountants (“FIWA“ or “Findex”) has entered into a Bid Implementation Agreement (“BIA”) with high net worth advisory firm Centric Wealth Ltd (“Centric Wealth”), under which Findex has agreed to acquire all outstanding ordinary shares issued by […]

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Governance & stewardship principles and policy guidelines strengthened

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Standard Life Investments, the global investment manager, has announced that it has strengthened its long-standing Governance & Stewardship Principles and Policy Guidelines, which are used to assist in the evaluation of corporate governance at companies in which Standard Life Investments invests, or might invest, clients’ assets. The revised Guidelines will be applied on a global […]

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