Zurich Investments welcomes Sigma as its new Small Companies Fund manager

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Zurich Investments has announced the appointment of Sigma Funds Management (Sigma) as the strategic investment partner to manage the Zurich Investments Small Companies Fund. Focused purely on Australian small companies outside the S&P/ ASX 100, the fund aims to provide investors with long-term capital growth outperforming the small companies index over periods of three or […]

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Zurich appoints Head of Savings and Investments

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Zurich Financial Services Australia (Zurich) is pleased to announce the appointment of Matthew Drennan to the newly created executive role of Head of Savings and Investments within its Life and Investments business. This appointment reinforces Zurich’s commitment to its Investments business, and the complimentary contribution that it makes to Zurich’s risk offering in Australia. In […]

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Trauma and your practice

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Unfortunately, a large number of Australian’s experience traumatic personal injury or illness every day. Many receive lump sum insurance or compensation payments, but are not always able to access financial advice appropriate for, and tailored to, their circumstances. In this article, Zurich explores the incidence of traumatic injury and its far-reaching impact on individuals and […]

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Zurich enters agreement to acquire OnePath Life

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Zurich to become #1 in retail life insurance Significantly expands distribution footprint via long term distribution agreement with ANZ OnePath brand and OneCare range to remain core Zurich Financial Services Australia Limited (Zurich) has entered into an agreement to acquire the OnePath life and consumer credit insurance business (OnePath Life) from ANZ for $2.85b AUD, […]

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The business case for corporate social responsibility

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There is a clear link between an organisation’s environmental and social impacts, ethical practices and quality of its corporate governance and its long-term business success. And while corporate social responsibility (CSR) is typically associated with large companies, rather than small businesses, as the need to attract and retain the up and coming cohort of Gen […]

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Get MatchFIT for LIF with the Zurich DIET

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There is a growing concern that advisers are not adequately prepared and lack the knowledge of the remuneration changes due to take effect with the introduction of the Life Insurance Framework (LIF) on 1 January. These are the top findings of a study recently commissioned by Zurich and undertaken by Lewers Research, of around 200 […]

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New research: Evolving workforce and ageing population demand new solutions to financial hardship problem

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Zurich Insurance Group (Zurich), in collaboration with the Smith School of Enterprise and the Environment at the University of Oxford, has published a new report, Embracing the income protection gaps challenge: options and solutions. The study, based on extensive research, outlines practical recommendations to address critical issues and gives insights into how governments, employers, insurers, […]

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Adviser Q&A: Navigating toward the advice practice of tomorrow

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At Zurich, we’ve been partnering with financial advisers for many years to help develop resources and tools, and share best practice thinking to help ensure the continued success of the financial advice profession in Australia. Our research whitepaper, BusinessFIT: Navigating toward the advice practice of tomorrow, is one of the most recent additions to our […]

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Zurich Investments Equity Income Fund upgraded to ‘Recommended’ rating from Lonsec

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The Zurich Investments Equity Income Fund has been upgraded to a ‘Recommended’ rating from Lonsec, reflecting increased conviction in the quality and experience of the co-Portfolio Managers. In its review, Lonsec noted: ‘Lonsec believes that Denning and Callaghan are two of the better options strategists and traders in the Income Specialised sub-sector’ and has conviction in […]

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Are your clients prepared for the cost of survival?

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Australians have never had a healthier standard of living in its relatively short history. Medical advances and technology has come leaps and bounds in the past 20 years, and as we sit on the cusp of the fourth industrial revolution, we can expect this to boom once again, taking us into an uncharted health and […]

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