AZ Next Generation Advisory acquires Menico Tuck Parrish Financial Services reaching A$4.7bn in total AUM

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AZ Next Generation Advisory yesterday signed a binding sale and purchase agreement to acquire the entire capital of Menico Tuck Parrish Financial Services Pty Ltd (“Menico Tuck Parrish”). The agreement includes... Read more continue reading

AMP Limited reports first quarter cashflows, AUM and provides Australian wealth protection update

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AMP Limited (ASX: AMP; ADR: AMLYY) yesterday reported cashflows and assets under management (AUM) for the first quarter to 31 March 2017 and provided an update on its Australian wealth protection... Read more continue reading

UniSuper appoints new Chair and Director

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The UniSuper Board has announced the retirement of Chairman Chris Cuffe at the end of his term, effective 30 June 2017.  He has served as a Director of the $60... Read more continue reading

A global bond fund “for all seasons” – a new fund launch from Legg Mason Brandywine Global

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Legg Mason, one of the world’s leading funds management groups, has announced that its highly-regarded fixed interest affiliate manager, Brandywine Global, will together launch a new fund for the Australian retail... Read more continue reading

VanEck partners with Lonsec to offer ETF Model Portfolios

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VanEck has announced it has partnered with Lonsec Investment Solutions Pty Ltd (Lonsec) to provide advisers and brokers with a range of low-cost model portfolios comprised entirely of exchange traded... Read more continue reading

TFSA announces Mr Andrew Kennedy as its permanent CEO

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Total Financial Solutions Australia (TFSA) – a wholly-owned subsidiary of Countplus Limited (ASX: CUP) today announced the appointment to a permanent position of its acting Chief Executive Officer, Andrew Kennedy.... Read more continue reading

OC expands investment team

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Small and micro-cap equities manager, OC Funds Management, has appointed Daniel Stein to the firm’s investment team. Stein joins OC as an Analyst from Altair Asset Management where he specialised... Read more continue reading

Bennelong appoints Stuart Fechner to new role

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Bennelong Funds Management has appointed Stuart Fechner as director, retail research relationships, effective from May 2017 and reporting to Jonas Daly, head of wholesale sales at Bennelong. In the newly... Read more continue reading

Vanguard Australia appoints new Chief Financial Officer

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Vanguard Australia announced yesterday that Johanna Platt will join the company’s executive team as Chief Financial Officer. Ms Platt is an experienced finance leader who will join Vanguard from Iron Mountain,... Read more continue reading

Lennox Capital Partners launches flagship Australian small-cap strategy

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Newly established boutique fund manager, Lennox Capital Partners has launched its small-cap strategy – the Lennox Australian Small Companies Fund – available to both retail and institutional investors. Established in... Read more continue reading