Ostrum Asset Management appoints Frédéric Leguay Head of Equities Ostrum Asset Management

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(Ostrum AM), an affiliate of Natixis Investment Managers, announces the appointment of Frédéric Leguay as Head of Equities. He will report to Gaëlle Malléjac, Head of Insurance and ALM Solutions... Read more continue reading

Go-ahead for plans to create a $22.5 billion customer-owned banking giant

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Heritage Bank and People’s Choice Credit Union, two of Australia’s leading customer-owned banking organisations, will proceed with merger plans following completion of an extensive due diligence process which confirmed the... Read more continue reading

Akambo accelerates service offering with First Financial merger

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Two well-established wealth management firms, Akambo Financial Group and First Financial have increased their capabilities in providing market leading investment solutions to the advisory market, with a merger consolidating offerings... Read more continue reading

Lifespan appoints industry veteran as new head of self-licensee offering

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Lifespan Financial Planning, one of Australia’s largest privately-owned financial advice networks, has appointed Tony Mantineo as the National Practice Consultant and Head of Lifespan Partnership, a broad ranging support service... Read more continue reading

VFMC and CFA Societies Australia join initiative to attract more women into investments

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State-owned asset manager Victorian Funds Management Corporation (VFMC) and CFA Societies Australia are the latest organisations to join Future IM/Pact – an industry campaign building a pipeline of future female... Read more continue reading

North’s ESG AUM growing 6.5 times faster than other investments

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North, one of Australia’s leading investment platforms, has seen assets under management (AUM) for its environmental, social and governance (ESG) investment options grow 6.5 times faster than non-ESG investments during... Read more continue reading

Citi Australia appoints senior manager with focus on super

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Citi Australia’s Markets business has welcomed a new Managing Director adding senior coverage in line with the growth of its superannuation offering. Nicki Ashton has been named Senior Relationship Manager... Read more continue reading

Helen Thom joins Advice Revolution as Head of Sales

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Advice Revolution has bolstered its senior team by appointing Helen Thom as Head of Sales. Thom comes with over 20 years of experience in the financial advice industry and advice... Read more continue reading

Bank Australia commits to 2035 net zero target

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Bank Australia has announced its commitment to achieve net zero emissions across its operations, and lending and investment portfolio by 2035. The 2035 net zero target is the headline commitment... Read more continue reading

Alphinity Investment Management lowers global equities management fees

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Leading Australian and global equities fund manager Alphinity Investment Management is lowering the management fees of its two global equity funds from 1.00% to 0.75% (inclusive of GST and net... Read more continue reading