LGT Crestone strengthens advice capabilities with strategic appointments of Steve Collins and Mason Allamby as Partners and Investment Advisers

From

LGT Crestone recently welcomed industry veterans Steve Collins and Mason Allamby to the company’s Melbourne office as Partners and Investment Advisers. These appointments reflect the company’s commitment to the growth... Read more continue reading

‘Tough’ reporting season could see small cap surprises as quality shines through

From

Quality smaller companies could potentially be the beneficiaries from the toughest reporting environment in a few years, according to Richard Ivers, Portfolio Manager for the small cap Prime Value Emerging... Read more continue reading

Russell Investments delivers double digit MySuper return in FY24

From

Russell Investments’ GoalTracker® MySuper option delivered an impressive return of 12.3% for its accumulation members aged 50 and under for the 2024 financial year.​ The headline result reflects strong performance... Read more continue reading

BlackRock launches active multi-asset model portfolios to expand its managed accounts offering in Australia

From

BlackRock Australia has announced the launch of BlackRock Active Multi-Asset Model Portfolios (“Active Model Portfolios”) to broaden its managed accounts offering to meet the evolving needs of Australian advisers and investors.... Read more continue reading

Activam Group delivers strong FY24 returns

From

Activam Group is proud to announce the strong performance of its actively managed Multi-Asset Series SMA Portfolios, achieving significant returns for clients over the past financial year. Our High Growth... Read more continue reading

GSFM appoints Lewis Bond to distribution team

From

GSFM has appointed Lewis Bond to the role of key account manager (NSW & ACT), effective 22 July. Lewis is based in Sydney and reports to national distribution manager Steven... Read more continue reading

Colonial First State signs five-year agreement with Microsoft to fuel its cloud and AI ambitions

From

Colonial First State (CFS) and Microsoft have announced a five-year agreement that will underpin the wealth management company’s use of cloud and generative AI technologies to deliver better customer and... Read more continue reading

Freshwater Wealth responds to influx of wealth transfer referrals

From

New advice business Freshwater Wealth has expanded its team to help service the influx of inter-generational wealth transfer clients which are being referred by existing clients and who now account... Read more continue reading

Gallagher Bassett strengthens commitment to employee success with the appointment of Tanith Jones

From

Gallagher Bassett, Australia’s leading claims and risk management provider, is pleased to announce the appointment of Tanith Jones as General Manager – People and Culture. “I am excited to accept... Read more continue reading

TAL appoints Gavin Teichner as Chief Executive Individual Life

From

Australian life insurer TAL has appointed Gavin Teichner to the role of Chief Executive – Individual Life, commencing 1 October 2024. The appointment follows the promotion announced last month of... Read more continue reading