Zurich Investments launches new Global Growth Opportunities SMA  

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Zurich Investments has announced the launch of a new Separately Managed Account (SMA) focused on global growth opportunities. The Zurich Investments Global Growth Opportunities SMA allows investors the opportunity to invest in a high conviction growth strategy of up to 22 global securities, selected and managed by our US-based investment partner American Century Investments (ACI). […]

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Zurich Investments and Celeste Funds Management announce exclusive distribution partnership for Small Companies offering

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Zurich Investments has announced that it has signed an exclusive partnership agreement with Celeste Funds Management to distribute the existing Celeste Australian Small Companies Fund in the Australian market. The partnership combines Zurich Investments’ distribution capacity with Celeste’s investment management expertise and reputation. Celeste Funds Management was selected by Zurich Investments following a search for […]

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Justin Delaney to join Zurich as CEO, Life and Investments, Australia

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Zurich Financial Services Australia (Zurich) announced yesterday the appointment of Justin Delaney as Chief Executive Officer, Life and Investments. Delaney, who will take up his appointment in December 2019, brings to the role almost 25 years of experience in the Australian financial services industry. He was most recently the Chief Operating Officer for TAL’s life […]

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Zurich LiveWell program empowers and rewards customers

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Zurich has unveiled a new wellness program – LiveWell – designed to empower and reward life insurance customers who take steps to improve and maintain their physical and mental wellness. LiveWell is an app based program which provides tools for individuals across three wellness pillars: Body, Mind and Community. By logging activity across these pillars […]

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Zurich completes acquisition of ANZ’s life insurance business

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Zurich’s acquisition of ANZ’s life insurance business, OnePath Life, is now officially complete. The completion of the sale sees Zurich acquire the OnePath brand and product range, along with more than 500 employees who have joined the Zurich Life and Investments team across Australia. It also marks the commencement of a 20 year agreement for […]

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New customer self-serve portal helps drive adviser efficiency and focus

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 Zurich has launched a new on demand, self-serve portal for life insurance, superannuation and investment clients. The My Zurich portal will offer a new level of self-serve convenience for clients, at the same time helping drive greater adviser efficiency by streamlining non-core client administration tasks. These tasks, including changing address, updating credit card details and […]

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Risk advice: new research underscores the importance of collaboration and consultation on future

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Zurich has called for all stakeholders – regulators, policymakers, financial advisers, insurers and consumers – to collaborate on the framework for the 2021 ASIC review of life insurance advice. This collaboration is essential to ensure the review, which will determine the choices consumers have in accessing expert help with life insurance, is as robust and […]

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CPD: The cost of care – part 3 – the cost of heart and artery

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In analysing common methodologies used across the life insurance advice sector, we were able to identify a missing link that could help advice be more tailored and personalised. The Cost of Care whitepaper is an industry first, bringing together detailed research across the broad spectrum of injury and disease. Across three articles, we will delve […]

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CPD: The cost of care – part 2 – mental health

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In analysing common methodologies used across the life insurance advice sector, we were able to identify a missing link that could help advice be more tailored and personalised. The Cost of Care whitepaper is an industry first, bringing together detailed research across the broad spectrum of injury and disease. Across three articles, we will delve […]

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Zurich appoints Head of Bancassurance & Direct 

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Zurich Financial Services Australia (Zurich) is pleased to announce the appointment of Kieran Forde to the newly created executive role of Head of Bancassurance & Direct within its Life and Investments business. Mr. Forde joined Zurich from ANZ, in November ahead of the acquisition of the OnePath life insurance business. His appointment has been made ahead of […]

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