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…while Aon financial planning picks one up

07/02/201913/06/2007 by Staff Writer

The financial planning arm of diversified financial services provider Aon Australia has recruited a new head of operations.

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Categories Investments Tags match, aiming, implementor, kraft, clients, advisers, aon”, adviser, build, capability, initiatives, delivery Leave a comment

Providers queue up for KiwiSaver inflows

05/06/2007 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 default, practices, subsidiary, kiwisaver, actuary, directly, trail, deducted, morgan, providers, accounts, scheme Leave a comment

Qantas Super here to stay as it seeks CEO

05/06/2007 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 australia’s, option, kerry, rolling, qantas, surrounding, edmonds, resignation, burgess, stuart, spencer, unlikely Leave a comment

ACT Govt Super replaces asset consultant

05/06/2007 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 option, current, frontier, conduct, approaching, cartwright, russell, they’ll, victorian, consultant, allocation, corporation Leave a comment

Watson Wyatt loses senior consultant to funds management

05/06/2007 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 missed, attracted, finalise, spence, hoped, couple, resign, decision, wyatt, watson, office, details Leave a comment

BT considers more alternatives

05/06/2007 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 consultant, wyatt, watson, alternative, brentnall, intech, multi, classes, solutions, signed, covered Leave a comment

Former MLC private equity team hang shingle

05/06/2007 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 pienaar, longreef, whatmore, convey, intrinsically, structured, ocean, december, underlying, principals, transactional, arkinstall Leave a comment

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 boutique, april, replaced, principals, robert, cooper, licenced, reporting, landau, potter, peter, invesco 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 appointed, bernstein, introduced, retained, paradice, abbott, austsafe, wallara, utting, stevens, orbis/sm, dropped 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 nations, occur, company, currently, more”, partners, united, quarter, launch, bingham, principles, hires 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 portfolios, wholesale, dexia, tactical, securitor, holds, fund;, younger, gearing, reviewed, advisers, fluctuations 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 monitoring, consultancy, visits, murray, haynes, involve, ;generally, providers, karen, outsourcing, david, thomas Leave a comment
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Pension Policy Podcast: Relieving members of the longevity risk burden
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Pension Policy Podcast: Relieving members of the longevity risk burden

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Pension Policy Series Podcast: Surveying the state of the retirement market

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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.

We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.

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