From the Source

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Fund manager Alleron becomes Australian Eagle Asset Management

Alleron Investment Management has relaunched as Australian Eagle Asset Management to differentiate from its wholesale and institutional past. “As Alleron, we worked exclusively in the institutional space but now feel that we have the track record and team to also offer ourselves to the retail sector. “The name Australian Eagle captures something essential about our […]

29 May 2019

Chi-X Australia expands offering with additional TraCRs and a new Quoted Funds market

From Chi-X

Pioneering stock exchange, Chi-X Australia is set to expand its offering with the launch of a new quoted funds market and five additional Transferable Custody Receipts (TraCRs), including those based on the shares of tech juggernaut Amazon (AMZN: NASDAQ) and Warren Buffet’s Berkshire Hathaway (BRK.B: NYSE). Chi-X names five new TraCRS Speaking at the recent […]

29 May 2019

Clime Investment Management appoints Head of Distribution

From Clime Asset Management

Clime Investment Management (ASX: CIW) has announced the appointment of Stephen Karrasch as Head of Distribution. Stephen brings over 30 years’ experience in investment management, retail, wholesale and institutional product distribution. Stephen joins from OneVue Ltd where he held positions as Head of Group Sales and Head of Distribution for Platform Services for a combined […]

28 May 2019

New Financial Year wealth tips

From Omniwealth

Eliminate personal debt Australia has some of the highest personal debt levels in the world and it is only increasing. Some of these debts are incurring interest at over 20%. If you pay down this debt it means you are receiving a guaranteed 20% return on your money. Take control of your super Superannuation is […]

28 May 2019

Bell Direct appoints Head of Sales and Marketing

From Bell Direct

Bell Direct has appointed Tim Sparks as Head of Sales and Marketing, as the innovative online broker continues to expand its offering and grow market share. Tim brings over 18 years’ experience to the role, joining from Vanguard Australia where he was the National Manager, Broking and Wealth Management. Prior to Vanguard, he held senior […]

28 May 2019

Natixis Investment Managers backs Future Females in Finance

From Natixis Investment Managers

In a move aimed at narrowing the gender gap in financial services in Australia, Natixis Investment Managers has announced a partnership with Future Females in Finance (F3). F3 was created to encourage young women to take up careers in financial services, and offers structured programs centred on education, access to work experience and strong female role models. Louise Watson, Managing Director for […]

27 May 2019

Colonial First State annuities recognised for excellence by Chant West

From Colonial First State

Colonial First State has been awarded Best Fund: Longevity Fund for its FirstChoice Wholesale platform at the prestigious Chant West awards. The Chant West awards recognise Australia’s best funds with awards across 12 categories. The Longevity Award considers those that invest in retirement, as opposed to investing for retirement, something that Chant West believes is […]

27 May 2019

New customer self-serve portal helps drive adviser efficiency and focus

From Zurich Life & Investments Australia

Zurich has launched a new on demand, self-serve portal for life insurance, superannuation and investment clients. The My Zurich portal will offer a new level of self-serve convenience for clients, at the same time helping drive greater adviser efficiency by streamlining non-core client administration tasks. These tasks, including changing address, updating credit card details and […]

24 May 2019

UniSuper named Chant West Fund of the Year

From UniSuper

UniSuper, the $70+ billion super fund for Australia’s higher education and research sector, was last night named Super Fund of the Year 2019 at the Chant West awards, held in Sydney. The Fund was also named Best Fund, Advice and Best Fund, Investments. UniSuper’s position as one of the best performing superannuation funds in the […]

24 May 2019

Australia’s airst actively managed ESG ETF launches

From eInvest

eInvest, a distributor of exchange traded managed fund solutions, has launched Australia’s first actively managed ESG exchange traded fund (ETF) . The new fund, eInvest Future Impact Small Caps Fund (managed fund) (ASX: IMPQ),is also Australia’s first Small Cap Active ESG ETF and is managed by multi-award winning affiliate, Perennial Value Management. The fund aims to provide […]

24 May 2019