Accountants and planners’ expectations continues to fuel sale and exit inertia says Paul Tynan

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Mature age accountants and financial planners are continuing to defer the sale of their practices in the erroneous expectation that their business will attract a higher price amongst a growing pool of prospective buyers said Connect Financial Service Brokers (Connect) founder Paul Tynan. Commenting further, Paul Tynan confirmed that over the summer break, he had […]

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High calibre Melbourne advisers join Fitzpatricks’ national network

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Two Melbourne-based advisers have aligned under the Fitzpatricks Private Wealth license, further contributing to the number of high calibre advisers to have recently joined the national network. Chronos Private partner and principal advisor, Chris Giaouris, says he built Chronos Private in 2016 in order to focus on a more client-centric and evidence-based advice approach. “I […]

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PIMCO Australia Launches ESG Global Bond Fund

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PIMCO, a leading global investment management firm, has launched a dedicated Environmental, Social and Governance (ESG) investment platform globally, offering fixed income solutions to investors seeking attractive returns while making a positive social impact. As part of this platform, the PIMCO ESG Global Bond Fund has been launched in Australia. The Fund, which marks PIMCO’s […]

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Synchron goes national

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Synchron has appointed Sheridan Wright as its South Australia/Northern Territory State Manager in a move which will make Synchron a truly national licensee. In making the announcement, Synchron Director Don Trapnell said the appointment means Synchron is now one of the very few licensees with manager representation in every state of Australia. “Our expansion clearly […]

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Atrium bolsters investment management team following strong business expansion

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Atrium Investment Management (Atrium) has expanded its capability with three new investment team members. Brendan Paul takes the role of Senior Portfolio Manager and David Toohey has been appointed as Head of Risk & Quantitative Research. Raechel Strong also joins as an Investment Analyst. The new roles arrive on the back of recent growth for […]

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Vanguard Australia makes senior appointments within Distribution team

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Vanguard Australia has announced management appointments in its Distribution division, which reflect its continued investment in business growth and service of an increasing number of intermediary, institutional and retail clients. Vanguard Australia Head of Distribution, Matthew Lumsden, said that the revised structure for the company’s distribution leadership team comprises divisional heads for Institutional, Intermediary, Client […]

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Factor investing strategies gain momentum with Australian superannuation investors

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Global implementation specialist Parametric has announced that it has exceeded its global assets under management of A$250 billion as of February 2017, partly due to Australian superannuation funds increasingly adopting and recognising the Parametric after-tax and implementation efficiency philosophy. Chris Briant, chief executive officer, Parametric Australia says: “The Australian superannuation landscape and investment strategies have […]

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Wise Planners acquires Northbridge Financial Solutions clients

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Wise Planners, one of the AZ Next Generation Advisory group of companies, has announced that it has purchased the Corporate Superannuation Consulting business of Northbridge Financial Solutions. Wise Planners trades as Lifestyle Financial Services, with Gareth Hall being the CEO of both entities. This transaction follows on from Wise Planners’ purchase of Domane Financial Advisers […]

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Projected improvement in Brisbane office market fundamentals drives unlisted fund

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Centuria Property Funds has announced the launch of its latest unlisted fund, Centuria Sandgate Road Fund (the Fund). The property was acquired this week for $106.25 million. Combined with other acquisitions made this financial year, it will increase Centuria Capital’s total funds under management (FUM) by $457 million to $3.8 billion. The Fund is a […]

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Henderson Global Investors hires Ian Tabberer as Investment Director on the Henderson Emerging Market Equities team

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Henderson has announced that Ian Tabberer has joined the Henderson Emerging Market Equities team as investment director. Based in Edinburgh, Ian will be responsible for interacting with clients, advisors and internal Henderson teams on all aspects of the portfolios, ensuring that marketing and reporting demands do not become too great on the fund managers. He […]

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