All Articles tagged with 'investment management'

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AUI appoints fourth investment specialist

From Australian Unity Investments

Australian Unity Investments (AUI) has finalised its investment specialist team with the appointment of Kate Hoare as the fourth senior investment executive, reporting to Fiona Dunn (general manager – funds management).

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21 Sep 2012

Product team appointments at Tyndall

From Tyndall AM

Following the creation of its new sales and marketing division to expand its product range and take full advantage of emerging opportunities, Tyndall AM has appointed two new managers to

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20 Sep 2012

Richard Borysiewicz joins Swita Investment Management

From Swita Investment Management

Swita Investment Management has appointed Richard Borysiewicz to the newly created position of Director of Strategy and Distribution. Founded in 2009, Swita Investment Management is a boutique investment manager that

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19 Sep 2012

Omega Global Investors strengthens research capabilities with new hire

From Omega Global Investors

Specialist investment manager, Omega Global Investors (Omega) has boosted its research capability with the recent hire of Andrew Cleeland as an Investment Research Analyst. The appointment strengthens Omega’s risk-focused asset

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12 Sep 2012

Advisers’ action crucial for ongoing investment success

From Denison Funds Management

Denison Funds Management (‘Denison’) today said that advisers pay a crucial role in holding in fund managers accountable to their investors. While many investors may be unhappy with poorly performing

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12 Sep 2012

The role of fixed interest misunderstood

From Altius Asset Management

It is becoming apparent that investors do not really understand the role of fixed interest in a portfolio and the benefits it brings, says Bill Bovingdon, chief investment officer of

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11 Sep 2012

What does the ECB move mean for Asian markets?

From Fidelity Worldwide Investment

David Urquhart, Portfolio Manager of the Fidelity Asia Fund, said, “If approved by the Germans, the bond-buying plan announced last night has the potential to provide some stability to the

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11 Sep 2012

Kate Mulligan stepping down from Ventura/ All Star

From Centrepoint Alliance Group

Tony Robinson, CEO of the Centrepoint Alliance Group, has announced that Kate Mulligan will step down from her role with Ventura. Tony Robinson said “Kate has done a terrific job

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10 Sep 2012

Fidelity strengthens Australian team

From Fidelity Worldwide Investment

Fidelity Worldwide Investment has strengthened its Australian team with the appointment of a head of wholesale and a national account manager. Fidelity appointed Nick McDowell as Head of Wholesale Sales.

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06 Sep 2012

AMP Capital expands global fixed income team

From AMP

AMP Capital has expanded its global fixed income capability with the appointment of Portfolio Managers David Strouse and Patrick Wang to the credit markets team, based in Chicago. The hires

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04 Sep 2012

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]