Industry Updates

Perpetual’s new executive committee named

Perpetual CEO Rob Adams will lead the combined group once the acquisition of Pendal is complete.

JANA appoints new general manager for strategy and innovation

Investment consulting organisation JANA has appointed Lauren O’Neill as the new general manager for strategy and innovation, replacing Georgina Dudley, who is taking on the role of CEO at the start of December. 

Franklin Templeton marks 75th anniversary

Global investment management firm Franklin Templeton marked its 75th anniversary this month. 

Nanuk New World Fund added to CFS FirstChoice platform

Global equities fund Nanuk New World Fund (NNUK) has been added to the Colonial First State FirstChoice platform. 

MetLife launches digital campus for advisers

MetLife Australia has launched a new digital education hub for financial advisers called MetLife Campus.

Centrepoint Alliance anticipates revenue growth thanks to licensee fees

Centrepoint Alliance’s revenue for the first half of the new financial year has been forecasted to grow 5 per cent which is driven by a boost in licensee fees collected.

AZ NGA acquires SCM after competitive tender process

Professional services advisory company AZ Next Generation Advisory (AZ NGA) has acquired SCM Financial Group following a competitive tender process.

Martin Currie appoints new client portfolio manager

The active equity specialist investment manager of Franklin Templeton, Martin Currie Australia, has appointed Ross Kent to the position of client portfolio manager.

Anna Hughes appointed to lead AOFM

South Australia’s Deputy Under Treasurer Anna Hughes has been appointed as the chief executive of the Australian Office of Financial Management (AOFM). 

Australian Ethical completes transfer of Christian Super members

Over 28,000 Christian Super members have now been transferred to Australian Ethical Super, creating an $8 billion fund. 

Heritage Bank achieves Climate Active certification

Heritage Bank has earned a Climate Active certification for reducing and offsetting emissions from its business operations. 

FSI announces new global head of responsible investment; expands team

Global investment firm First Sentier Investors has appointed Kate Turner as its new global head of responsible investment.

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