Fund People as at 30 July 2019

Fund People as at 30 July 2019
  • IOOF updates CRO role, makes appointment

  • Credit Suisse appoints new Australian CEO

  • Willis Towers Watson welcomes head of investment strategy

  • Club Plus Super welcomes new chair and deputy chair

  • Tasplan appoints CIO

  • CBA Group Super welcomes new CEO

  • HESTA appoints head of investment execution

  • UniSuper hires chief strategy and marketing officer

  • REI Super appoints new CEO

  • QSuper welcomes CIO

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Fund Product, Company and Regulatory Updates as at 28 February 2018

  • Legg Mason partners with BetaShares
  • ETMF to be launched by Perennial
  • AMP cuts new wholesale fund fees
  • Micro-cap fund launched by Lennox
  • Legg Mason divests cluster bombs and tobacco
  • IOOF and GROW Super partner
  • SMSF administrator acquired by SuperConcepts
  • Acorns plans super fund launch
  • KPMG sells admin business
  • ASIC applies to appoint Superfunded liquidator
  • Four major banks under scrutiny
  • Credit Suisse hiring investigation
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Fund Product, Company and Regulatory Updates as at 16 March 2017

  • Instreet launches venture capital fund
  • First social bond with workplace gender equality in mind
  • AXA IM announces investment strategy capitalising on gender diversity
  • Human Super super product for women
  • Omega launching tax-efficient equity income strategy
  • Russell Investments and Netwealth make a deal
  • ANZ closes broking arm
  • IM merger creates giant
  • Hunter Hall merging with Pengana
  • EU accepted from Westpac and ANZ for wholesale FX inadequacies
  • Credit Suisse pays $170,000 infringement notice
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Fund People as at 19 July 2016

  • New hires at the FPA
  • CareSuper appoints new board members
  • ASFA appoints interim chief executive
  • CBA selects new GM of Commonwealth Private
  • Westpac appoints senior compliance manager
  • Mine Wealth + Wellbeing (formerly AUSCOAL) appoints new chief strategy manager
  • Credit Suisse MD resigns
  • Ethical Enterprise Award nominations now open
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Fund Product, Company, and Regulatory Updates as at 24 May 2016

  • PIMCO launches fixed income fund
  • Mortgage Choice launches '95% accurate' retirement income calculator
  • HSBC to review and remediate after 'deficient advice' concerns
  • First State Super buys StatePlus from State Super
  • QSuper launches insurance company
  • Credit Suisse pays penalty for breach
  • Marigold Falconer AFSL suspended
  • New tax rules on property sales over $2m
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