Nikko Asset Management wins two mandates from Zurich Investments

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Nikko Asset Management Australia has secured two new Australian Equities mandates from Zurich Investment Management Limited (Zurich Investments), following a competitive review process. Sam Hallinan, Managing Director of Nikko Asset Management Australia, said: “We are delighted to have been selected to work with Zurich Investments. This achievement is testament to our experienced Australian Equities team […]

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EnviroSuite completes $15m sale of consulting practice to world’s largest environmental consultant

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Australian listed technology developer EnviroSuite (ASX:EVS) yesterday completed the sale of its entire consulting practice, Pacific Environment Consulting (PEC), to the world’s largest environmental consultant, Environmental Resource Management (ERM). The sale was finalised at AUD$15 million to refine the company’s offering and raise capital to fund the global expansion of its environmental monitoring solution. The sale […]

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XTB expands adviser access to Fixed Income SMA Model Portfolio to Macquarie Wrap

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Fixed income innovator XTB today announced the expansion of its pure fixed income separately managed account (SMA) solution onto Macquarie Wrap (IDPS). The ‘ACBC Fixed Income No. 1 Model Portfolio’ was first available to financial advisers in February using Praemium SMA and SuperSMA platforms. Today’s expansion to Macquarie Wrap enables more independent financial advisers to […]

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Appointment of non-executive director

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The Board of Countplus Limited (Countplus) is pleased to announce the appointment of Ms Catherine Hill (Kate Hill) who has joined the Board of Countplus, effective 26 June, 2017. Ms Hill is an accomplished director and senior business executive who has worked for many years advising public listed entities and privately owned businesses with an […]

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ANZ Wealth appoints Chief Underwriter for OnePath Life Insurance

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ANZ Wealth yesterday announced the appointment of Peter Tilocca as Chief Underwriter for OnePath Life Insurance. Mr Tilocca has been serving as Acting Chief Underwriter following the retirement of John Leonard in March, 2017 and brings more than 25 years of life insurance and underwriting experience to the role. ANZ Wealth Head of Life Insurance, Gerard […]

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Two leading Martin Currie strategies added to Macquarie Wrap’s SMA

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Legg Mason, one of the world’s largest funds management groups, yesterday announced that the Legg Mason Martin Currie Real Income and Equity Income funds are now available to financial advisers across the Separately Managed Account (SMA) investment option on Macquarie Wrap. The inclusion of our real income and equity funds on Macquarie Wrap reflects the growing […]

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Changes to requirements on trust property transfers

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Fred and Wilma are the trustees of the Flintstone Unit Trust which own a commercial premises in NSW and supplies building materials to its clients.  Fred and Wilma decide to retire and wish to sell their business to a third party. Following the sale and appointment of a new trustee, Fred and Wilma need to […]

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HUB24 appoints Chief Operations Officer

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Wealth management platform provider, HUB24 (ASX: HUB) has announced the appointment of Craig Lawrenson as Chief Operations Officer. Starting mid-August, the newly created role reflects the ongoing evolution of the business. Mr Lawrenson will report directly to HUB24 Managing Director Andrew Alcock. The appointment follows a period of strong growth for HUB24, which saw it triple […]

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Man Group names Steven Desmyter Head of Responsible Investment

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Man Group yesterday announced the appointment of Steven Desmyter as Head of Responsible Investment and Chair of Man Group’s Responsible Investment Committee. This position recognises his instrumental role in developing and driving forward the firm’s responsible investment capabilities, in support of clients’ needs. Steven, who is member of Man Group’s Executive Committee and Head of Sales […]

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Bringing together the greatest minds in retirement

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Lonsec Research is excited to announce the inclusion of Challenger as a new member of the Lonsec Retire Industry Panel, joining existing members AB, BT, Invesco Australia, Investors Mutual Limited, Plato, and State Street Global Advisers. The purpose of the Industry Panel is to bring together the leading experts of the retirement industry to provide […]

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