Loomis Sayles partners with IML to launch new global equity fund to Australian retail market

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Global active manager Loomis, Sayles & Company L.P. (Loomis Sayles), an affiliate of Natixis Investment Managers, has partnered with Investors Mutual Limited (IML) to launch a new global equity fund to the Australian retail market. The Loomis Sayles Global Equity Fund will be distributed to Australian advisers and direct investors by IML as responsible entity […]

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Saxo launches fully digital access to Chinese bonds

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Saxo Bank, the leading fintech specialist focused on multi-asset trading and investment, has announced that it is broadening access to Chinese securities, further cementing its position as a gateway to China for its international client base. Qualified institutional clients in Australia and globally are now able to trade mainland China bonds through Saxo Bank. The […]

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Catholic Super awarded Industry Super Fund of the Year 2018

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Catholic Super, a member owned fund, has snared a top customer satisfaction award just weeks after winning first place for financial performance. The fund has been ranked number one in the Roy Morgan 2018 Customer Satisfaction Award for Industry Superannuation Fund of The Year. David O’Sullivan, Catholic Super CEO, attributed the award to a high-touch service approach embedded in […]

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Bennelong opens BennBridge office in New York

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Bennelong Funds Management has expanded into the United States via a new subsidiary, BennBridge US, with plans to distribute a number of its existing investment funds to institutional investors, similar to its strategy in Australia and the United Kingdom. BennBridge US has appointed Barbara Safranek as president, who will head up the company’s newly established […]

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New insurer to restore trust in life insurance 

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New life insurance company, Integrity Life (Integrity), has launched to the retail market. The launch follows Integrity’s successful pilot program, involving a pool of over 50 specialist risk-advisers, who helped co-create their new customer-focused life insurance proposition. The new proposition, which couples simplified value-for-money products with next generation technology, addresses the  evolving retail life insurance […]

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Saxo Capital Markets Australia appoints Adam Smith as Chief Executive Officer

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Saxo Capital Markets, the leading fintech specialist focused on multi-asset trading and investing, has announced the appointment of Adam Smith as its new Chief Executive Officer for the Australian market. Mr Smith brings over two decades of experience working in the financial services and technology sectors. He joins Saxo from OFX, an ASX listed financial […]

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Equity Trustees appoints Sue Everingham to Super Board

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Australia’s leading specialist trustee company Equity Trustees has appointed Sue Everingham as a director to the Board of Equity Trustees Superannuation Limited (ETSL). “In an increasingly heightened risk environment, where demand for our specialist trustee services is increasing, Equity Trustees continues to appoint the most experienced, highly skilled people to ensure we can carry out […]

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TAL and Suncorp complete the acquisition of Suncorp’s Australian life insurance business

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TAL Dai-ichi Life Australia Pty Limited (TAL), a leading Australian life insurance specialist, has announced that its acquisition of Suncorp’s Australian life insurance business is now complete. The acquisition represents an important strategic milestone and a significant investment for TAL and Dai-ichi Life Group. It brings together two major life insurance businesses and creates a […]

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UniSuper continues to attract top investment talent

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UniSuper, the $70+ billion superannuation fund for Australia’s higher education and research sector, has appointed Penny Heard as Portfolio Manager within the Global Strategies and Quantitative team, further strengthening its in-house investment management capability. Penny Heard brings over 15 years’ experience to the role, joining from JCP Investment Partners where she was a Senior Portfolio […]

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Midwinter appoints CEO

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Australian based financial advice technology provider Midwinter Financial Services has announced the appointment of Jeffrey Hall as Chief Executive Officer off the back of consistent growth. Midwinter has continued to expand rapidly over the past several years, particularly within the enterprise market. As a consequence of this, Midwinter has been actively searching for additional executive […]

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