J.P. Morgan makes new appointments

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J.P. Morgan Treasury & Securities Services has appointed Patrick Fanning as Head of Transition Management for the firm’s Australia and New Zealand business. Fanning’s appointment is the latest addition to the bank’s growing Financing & Markets Products (“FMP”) division in Asia Pacific, following the recent announcement of Stewart Cowan as  Head of FMP for Australia, […]

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All Star Maple-Brown Abbott Listed Property Fund added to platforms

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Kate Mulligan, Managing Director of All Star Funds has announced today that the All Star Maple-Brown Abbott Listed Property Fund is now available on the BT Wrap, Navigator and Netwealth platforms. Stephen Nicholls, from Netwealth, said that the conservative approach of Maple-Brown Abbott (MBA) was a contributing factor in the decision to include the Fund […]

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AFS Group strengthens senior team with regional appointment

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Australian Financial Services Group Limited’s (AFS Group) Group CEO and Managing Director Peter Daly, has announced the appointment of Richard Liverpool to the position of Regional Manager for NSW & ACT. Although he fills the position recently made vacant by the AFS Group’s appointment of Meaghan Unsworth to the newly created role of Head of […]

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Wealth sector must spring into new strategic season

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Australia’s $1.5 trillion wealth management sector must recalibrate its thinking in order to meet unprecedented market volatility and challenges and loss of investor confidence in the wealth management industry.  Tria Managing Partner Andrew Baker urged sector players to remain positive about future opportunities, despite the industry experiencing tough market conditions – “perhaps the toughest we […]

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New Plan B CEO to drive company’s growth strategy

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Plan B Group Holdings (Plan B) has further signalled its commitment to new growth opportunities with the appointment of Mr Andrew Black as Chief Executive Officer. Mr Black joins the company at a critical juncture for the financial planning profession in Australia. Plan B’s client-focused heritage means the company is on a firm footing to […]

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J.P. Morgan Treasury Services makes new appointments

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J.P. Morgan Treasury Services (“TS”) has strengthened its senior Southeast Asia management team, naming Abdul Raof Latiff as Head of TS, ASEAN and Hooi Ching Wong Head of TS, Malaysia. The firm also announced the appointment of Nadia Schiavon, who has joined as Head of TS, Australia & New Zealand. The appointments of Latiff and […]

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Key new appointments at Bendigo Wealth

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Bendigo Wealth has announced the appointment of three new senior members of the distribution team.   Head of Wealth Markets at Bendigo Wealth, Alexandra Tullio said, “Diego, Josh and Christine’s appointments complete the realignment of the distribution team.  As senior members of the team they will have a high level of input around our distribution strategy, and […]

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Market volatility leads to renewed interest in domestic bonds

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Investment manager, Omega Global Investors, has announced the inception of its new Australian Bond Fund, offering a risk-controlled portfolio amid recent market volatility. Omega has timed the release to capitalise on a renewed interest from institutional investors looking for a high quality investment grade bond portfolio with a stable return profile.  The fund will predominately […]

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Colonial First State Global Asset Management establishes emerging markets debt team

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Colonial First State Global Asset Management (CFSGAM) has announced the establishment of an Emerging Markets Debt team, which will focus on developing investment capabilities across traditional hard currency sovereign debt as well as emerging corporate debt and local currency debt markets. These capabilities will be accessible to institutional investors in Australia, Europe, the Middle East […]

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Lighthouse Capital scoops Premier Practice Godfrey Pembroke Award

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Perth based financial planning firm Lighthouse Capital was last week named Godfrey Pembroke Limited Practice of the Year for 2011. This national award recognises the commitment of the business principals and staff to continually develop and grow a high quality financial advice business. Tom Reddacliff, General Manager Godfrey Pembroke Limited, said, “This award reflects Lighthouse […]

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