Fund People Update

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  • SMSF Association appoints head of membership

  • Cboe appoints head of communications, marketing specialist, client relationship manager

  • AFCA CEO reappointed

  • Goldman Sachs farewells chair

  • Aviva Investors welcomes client solutions director

  • Cbus CEO departs, interim appointed

  • AMP appoints deputy chief economist

  • Mercer Super appoints executive team

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Fund People Update

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  • Schroders appoints sales manager

  • Goldman Sachs welcomes new partner

  • IFM appoints ESG expert

  • AustralianSuper welcomes chief retirement, member officer

  • legalsuper CEO resigns

  • Praemium appoints chief strategy officer

  • UniSuper welcomes new chair of investment committee, director

  • Spirit Super loses chair, welcomes new addition

  • State Super appoints new director

  • JANA appoints principal consultant

  • Cbus appoints responsible investment manager

  • NGS Super farewells chair

  • Perpetual appoints head of equities

  • ACSI appoints deputy president

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Fund People Update

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  • Vale Helen Hewett

  • PwC appoints insurance head

  • Goldman Sachs welcomes MD of alternatives capital markets

  • U Ethical appoints board members

  • FSC appoints new board member

  • SMSF Association welcomes chair

  • Vision Super appoints director

  • JANA welcomes head of quantitative analysis, 4 department heads

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Fund People Update

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  • Clime shareholders vote director out

  • Mercer loses COO

  • Netwealth appoints head of investment solutions

  • Fidelity appoints director of sustainable investing

  • State Street welcomes MD for portfolio solutions

  • Praemium appoints CEO

  • JP Morgan AM promotes CEO

  • Challenger CEO departing

  • Goldman Sachs appoints head of private wealth

  • Schroders loses co-head of APAC

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Fund People Updates

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  • MLC AM welcomes head of institutional distribution

  • Cbus welcomes new investments COO, loses tech head

  • Vanguard appoints risk management executive

  • Vision Super promotes CIO to deputy CEO

  • Goldman Sachs welcomes local chair

  • Susan Ryan passes away

  • BT head of platforms resigns after 15 years

  • ASX loses board member

  • Media Super replaces chair

  • AXA Investment Management loses country head

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Fund People as at 26 March 2019

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  • Super and pensions fund head appointed at Goldman Sachs

  • Link Group welcomes two new executives to new merged team

  • Frontier Advisors appoints two and loses two directors

  • HESTA appoints new director

  • AMP Capital hires infrastructure equity adviser

  • Rest super welcomes two new executives into new units

  • Media Super loses deputy chief and GM of operations

  • Blue Sky CFO resigns after two months

  • Vision Super appoints chief risk officer

  • REI Super CEO leaving fund

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Fund Product, Company and Regulatory Updates as at 17 July 2018

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  • QSuper reduces admin fees

  • Westpac terminates SMSF loans

  • Sunsuper and AustSafe Super sign merger agreement

  • Prime Super and Combined Super talking of a merge

  • ASIC investigating Linchpin Capital Group and Endeavour Securities (Australia)

  • ASIC accepts EU from Goldman Sachs Australia

  • ASIC accepts EUs from CBA and ANZ regarding superannuation product distribution

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Fund Product, Company, and Regulatory Updates as at 27 September 2016

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  • Legg Mason launch macro bond fund
  • BetaShares launches Cybersecurity ETF
  • Zurich acquisition of Macquarie approved
  • IRESS acquires Financial Synergy super software provider
  • Westpac changes staff incentives structure
  • Vision Super divests three more carbon companies
  • TA Associates to buy Aus Goldman Sachs Asset Management
  • Westpac refunds $9.2m in fees
  • CBA pays $180,000 in penalties for unlawful/inappropriate overdrafts
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Fund Product, Company, and Regulatory Updates as at 30 August 2016

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  • Sequoia launches two new funds: electric cars and batteries
  • EGFM launches unlisted real estate fund
  • CFS launches Challenger's CarePlus annuity
  • Henderson launches emerging markets fund
  • Empirics data collaboration with super funds
  • ANZ Wealth developing new model portfolios for retirees with Mercer
  • Schroders launches ASX-quoted managed fund
  • AMP Capital to liquidate AGF portfolio
  • Cbus to take 20pc of assets in-house
  • Goldman Sachs closing Australian transition management business
  • BT winds up alternatives fund
  • Macquarie IM penalised over van Eyk fund
  • Ostrava, Marigold Falconer AFSLs cancelled, companies wound up
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