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Invesco, Cooper Investors departees form boutique

05/06/2007 by Staff Writer

After resigning as analysts from Invesco and Cooper Investors respectively, Mark Landau and Raphael Lamm have teamed up to form an Australian equities boutique, L1 Capital.

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Categories Investments Tags peter, invesco, boutique, april, replaced, principals, robert, cooper, licenced, reporting, landau, potter Leave a comment

New fund sec, staff and mandates at AustSafe Super

05/06/2007 by Staff Writer
One of superannuation’s longest-serving fund secretaries, Ashby Utting, is retiring from AustSafe Super after 20 years, among a whirlwind of change at the $820 million fund.

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Categories Investments Tags wallara, utting, stevens, orbis/sm, dropped, appointed, bernstein, introduced, retained, paradice, abbott, austsafe Leave a comment

Portfolio Partners to hire researcher ahead of funds launch

05/06/2007 by Staff Writer
Australian equities and fixed interest funds manager Portfolio Partners is searching for an equities research analyst as it prepares to launch a number of Australian equities funds.

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Categories Investments Tags quarter, launch, bingham, principles, hires, nations, occur, company, currently, more”, partners, united Leave a comment

Securitor advisers dealt new portfolio blends

05/06/2007 by Staff Writer
St George-owned dealer group, Securitor, has restructured the model investment portfolios it delivers to advisers within the group.

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Categories Investments Tags dexia, tactical, securitor, holds, fund;, younger, gearing, reviewed, advisers, fluctuations, portfolios, wholesale Leave a comment

First clients revealed for Thomas Murray custody report

05/06/2007 by Staff Writer
Ausfund and Super Member Investments have become the first known Australian clients for consultancy Thomas Murray’s custodian monitoring service.

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Categories Investments Tags murray, haynes, involve, ;generally, providers, karen, outsourcing, david, thomas, monitoring, consultancy, visits Leave a comment

BNP PSS hires former head of Westpac custody business

05/06/2007 by Staff Writer
BNP Paribas Securities Services (BNP PSS) has appointed the former Westpac custody head to oversee its relationship with AMP.

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Categories Investments Tags percentage, comprised, dench, development, decreased, westpac, chris, largest, transition, component, pivotal, briant Leave a comment

Providers queue up for KiwiSaver inflows

07/02/201905/06/2007 by Staff Writer
With less than a month to go before New Zealand’s semi-compulsory workplace savings scheme kicks off, 14 providers have registered approved KiwiSaver products with the Government Actuary.

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Categories Investments Tags directly, trail, deducted, morgan, providers, accounts, scheme, default, practices, subsidiary, kiwisaver, actuary Leave a comment

Qantas Super here to stay as it seeks CEO

07/02/201905/06/2007 by Staff Writer
In a move that confirms its intention to remain one of the dwindling number of stand-alone corporate funds, Qantas Superannuation has hired a Sydney recruitment firm to find a new CEO.

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Categories Investments Tags stuart, spencer, unlikely, australia’s, option, kerry, rolling, qantas, surrounding, edmonds, resignation, burgess Leave a comment

ACT Govt Super replaces asset consultant

07/02/201905/06/2007 by Staff Writer
The $3 billion ACT Government Super scheme has replaced its long-time asset consultant, Frontier Investment Consulting.

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Categories Investments Tags allocation, corporation, option, current, frontier, conduct, approaching, cartwright, russell, they’ll, victorian, consultant Leave a comment

Watson Wyatt loses senior consultant to funds management

07/02/201905/06/2007 by Staff Writer
One of Watson Wyatt’s most senior consultants has resigned and plans to return to funds management, possibly with a boutique.

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Categories Investments Tags watson, office, details, missed, attracted, finalise, spence, hoped, couple, resign, decision, wyatt Leave a comment

BT considers more alternatives

07/02/201905/06/2007 by Staff Writer
BT Financial Group is looking at expanding the alternative options in its ‘Investment Solutions’ multi-manager funds following the appointment of Watson Wyatt as investment consultant to the funds last week.

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Categories Investments Tags classes, solutions, signed, covered, consultant, wyatt, watson, alternative, brentnall, intech, multi Leave a comment

Former MLC private equity team hang shingle

07/02/201905/06/2007 by Staff Writer
The erstwhile private equity team at MLC has started its own specialist advisory firm, which is seeking permanent capital for a global fund-of-funds.

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Categories Investments Tags whatmore, convey, intrinsically, structured, ocean, december, underlying, principals, transactional, arkinstall, pienaar, longreef Leave a comment
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Investment Magazine provides in-depth, monthly analysis of trends and developments for all the businesses in which superannuation funds engage‚ including asset allocation, investment manager selection, custody and fund accounting, member administration, group insurance and compliance.

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