Three key appointments position Centuria for growth in 2015

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A series of high level appointments signals further expansion for Centuria Capital. Spanning key roles integral to Centuria’s long term corporate strategy, the new appointments position the business to continue... Read more continue reading

Boutique manager Instreet beneficiary of critical ATO product ruling

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A critical Product Ruling decision by the Australian Taxation Office (ATO) has lifted a cloud of uncertainty hanging over Deferred Purchase Agreements (DPAs) – and provides clarity on the taxation... Read more continue reading

MyPlanner Australia chooses AdviserLogic

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Licensee MyPlanner Australia has chosen AdviserLogic to provide technology solutions for its new planners and has also begun roll out of AdviserLogic solutions to its existing planners. AdviserLogic head of... Read more continue reading

AMP Capital realigns Infrastructure Equity business to meet changing client needs

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AMP Capital has announced changes to the Global Infrastructure Equity team to support the business’s next phase of growth, international expansion and the needs of an increasingly global client base.... Read more continue reading

Nikko Asset Management adds executives to bolster global institutional coverage

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Nikko Asset Management has hired four seasoned executives in New York, Tokyo and the United Kingdom to bolster the company’s institutional sales and marketing functions, the company announced yesterday. Fred... Read more continue reading

PIMCO Hires Laura Ryan as Vice President, Client Analytics

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Hire expands the firm’s client analytics presence in Sydney PIMCO, a leading global investment management firm, has appointed Dr. Laura Ryan as Vice President, Client Analytics, based in Sydney. Dr.... Read more continue reading

Centric invests $50 million in international equities with Maverick Capital

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Centric Wealth, part of the Findex Group, has announced the selection of Maverick Capital for a $50 million allocation following a review of global equities managers. The US based Maverick... Read more continue reading

Fairview Equity Partners bolsters investment team

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Fairview Equity Partners, a partner of NAB Asset Management, today announced the appointment of Leo Barry as Senior Investment Manager. Leo joins the team with over 8 years’ professional experience... Read more continue reading

Separate Risk Specialist from Financial Planner

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The disciplines of financial planning and risk advice should be separated, as no one person can excel at both, according to Synchron Director, Don Trapnell. “I know outstanding financial planners... Read more continue reading

AMG Wealth Partners Announces Investment in Baker Street Advisors

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AMG Wealth Partners, LP, a subsidiary of Affiliated Managers Group, Inc. (NYSE: AMG), has entered into a definitive agreement to acquire a majority equity interest in Baker Street Advisors LLC... Read more continue reading