Threadneedle Investments boosts US equities team by four

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Threadneedle Investments (Threadneedle), a leading international asset manager with close to US$17bn AUM in US equities¹, has announced four appointments to its US Equities team. Benedikt Blomberg, Nicolas Janvier and... Read more continue reading

Personal Risk Professionals joins Bombora Advice

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Bombora Advice (Bombora) Managing Director, Wayne Handley, has announced that Queensland headquartered life risk specialist Personal Risk Professionals (PRP) has joined the boutique dealer group. PRP was established in Brisbane... Read more continue reading

IRESS appoints new Group Executive, Financial Markets

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IRESS has strengthened the leadership of its Financial Markets business with the appointment of Matthew Rady as its new Group Executive, Financial Markets. Reporting directly to Chief Executive Officer, Andrew... Read more continue reading

Fortnum appoints national sales manager

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Fortnum Financial Group has appointed Joel Taylor to the newly-created role of national sales manager. Taylor joins Fortnum from NAB Wealth & MLC where he was business growth manager for... Read more continue reading

Kerry Angel from UBS Joins Bloomberg Indexes, Australia and New Zealand

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Kerry Angel, former UBS Indices Analyst managing the suite of UBS Australia Bond indices, has joined Bloomberg Indexes to head up the Bloomberg AusBond Indexes business based in Sydney. In... Read more continue reading

New appointments to wills and estate planning team meet increased business demand

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Growth in demand for its wills and estate planning business has seen Equity Trustees appoint two new recruits. Ms Catherine Elversson and Mr Andrew Woods have been appointed as estate... Read more continue reading

Retail investors and SMSFs set to benefit from ASX mFund settlement service

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Equity Trustees and its award winning investment manager partners PIMCO, LaSalle and SG Hiscock & Company have made 14 funds available on the mFund settlement service, with more set to... Read more continue reading

Phil Kearns to depart as Chief of Centric Wealth

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The recently acquired Centric Wealth announced yesterday that Phil Kearns will be departing as CEO on 30 June 2014. Centric Wealth was acquired by Findex Australia Pty Ltd (Findex) in... Read more continue reading

AFA confirms views on FoFA Amendments

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The Association of Financial Advisers (AFA) yesterday presented to the Senate Economics Legislation Committee on the FoFA Amendments and expressed the need for the Amendments to be supported. Attended by... Read more continue reading

Risk and Compliance elevated to separate business unit – Amanda Noble appointed to new executive role

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Amanda Noble has joined Equity Trustees Limited in the newly created role of Head of Risk and Compliance. Reporting directly to Managing Director, Mr Robin Burns, she will head up... Read more continue reading