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Perpetual gains tax-free status for UK expats’ super

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

Perpetual has found another market for its WealthFocus portfolio administration platform, after it received Qualified Registered Overseas Pension Scheme (QROPS) status from the UK government. .

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Categories Investments Tags piqued, perpetual, notified, benefit, launch, brand, hopes, recognition, “there, undeducted, qrops, expatriates Leave a comment

McComish joins ex-QIC colleagues at Charter Pacific

07/02/201913/02/2007 by Staff Writer
The former head of Australian implemented equities at Queensland Investment Corporation, Martin McComish, has joined fellow QIC departees Stephen Cleugh and Julie Kincade at Charter Pacific Funds Management (CPFM).

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Categories Investments Tags merging, julie, cleugh, profit, kincade, pacific, teams, september, charter, arrangement, mccomish, begun Leave a comment

Future Fund hires more executives

07/02/201913/02/2007 by Staff Writer
The Future Fund has appointed Paul Mann, a former manager of fund services at National Custodian Services (NCS), as chief financial officer, while a chief operating officer has also been appointed.

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Categories Investments Tags announcement, auditor, pricewaterhousecoopers, imminent, specialty, chief, calculations, managed, costello, agency, appointment, appointed Leave a comment

ARIA head of property, private equity departs

07/02/201913/02/2007 by Staff Writer
The $17 billion Australian Reward Investment Alliance (ARIA) will have a new portfolio manager for property and private equity next week, following the departure of Briar Dowsett to National Australia Bank Capital.

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Categories Investments Tags temporarily, briar, chief, andre, returning, morony, steve, dowsett, presstime, replacement, structuring, reward Leave a comment

Buttula rejects InvestorWeb, VisiPlan sale talk

07/02/201913/02/2007 by Staff Writer
IWL Group chief executive Otto Buttula has denied fund research business InvestorWeb is for sale, but admits the crowded ratings industry is a “;natural”; for consolidation.

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Categories Investments Tags xplan, visiplan, desktop, buttula, consolidation, founder, walsh, investorweb, technology, overpopulated, planner, software Leave a comment

JP Morgan ups the ante with admin for alternatives

07/02/201913/02/2007 by Staff Writer
JP Morgan Worldwide Securities Services (WSS) has recruited Martin Archer, a former hedge fund manager as head of alternatives in Australia, responsible for private equity and OTC derivatives as well as hedge fund product management.

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Categories Investments Tags reporting, morgan, office, specialist, bailey, april, transfer, hopeful, winwood, filling, january, archer Leave a comment

White Outsourcing expands staff equity

07/02/201913/02/2007 by Staff Writer
White Outsourcing, a provider of investment administration and accounting services, has extended ownership beyond its two founders for the first time.

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Categories Investments Tags clients, portokalis, january, accounting, wilson, pacific, shareholder, division, admin, charter, white, tanya Leave a comment

Perpetual gains tax-free status for UK expats' super

07/02/201913/02/2007 by Staff Writer
Perpetual has found another market for its WealthFocus portfolio administration platform, after it received Qualified Registered Overseas Pension Scheme (QROPS) status from the UK government. .

Read more

Categories Investments Tags “there, undeducted, qrops, expatriates, piqued, perpetual, notified, benefit, launch, brand, hopes, recognition Leave a comment

Wealthpac makes first long/short move with Jenkins fund

06/02/2007 by Staff Writer
The $430 million Wealthpac Superannuation Services master fund has made its first investment in an Australian long/short equities fund – with Jenkins Investment Management.

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Categories Investments Tags biases, long/short, current, biggest, september, targeted, jenkins, wealthpac, murton, minimise, alpha, monitored Leave a comment

Access Economics takes Manhattan, London to follow

06/02/2007 by Staff Writer
Asset consultant Access Economics has opened an American office and plans to open a London office later this year.

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Categories Investments Tags accommodate, clients, decent, access, different, couple, advisory, currently, office, london, consultancy, economics Leave a comment

Funds pre-commit to PIMCO CDO equity fund

06/02/2007 by Staff Writer
Bond manager PIMCO has claimed $122 million of pre-commitments for a fund which will invest in the equity tranche of collateralised debt obligations (CDOs), and is due to launch on March 31.

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Categories Investments Tags revealed, release, appetite, predicts, pimco, maintains, returns, launch, covering, worldwide, issued, reflected Leave a comment

Jack Gray to return to Boston with GMO

06/02/2007 by Staff Writer
Jack Gray, global strategist at GMO Australia, will return to the funds manager’s Boston headquarters in March to take up a co-director of asset allocation role.

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Categories Investments Tags replace, boston, facing, technically, pratt, solely, office, kerri, employed, allocation, current, arrangement 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.

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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