Fund People Update

  • UBS unveils leadership team

  • SuperFriend appoints deputy chair, director

  • CareSuper welcomes investment implementation manager

  • Rest appoints credit mandates specialist

  • Aware Super appoints private equity portfolio manager

  • Qantas Super welcomes deputy investment head

  • Praemium appoints chief technology officer

  • Perpetual farewells portfolio manager, two other promoted

  • HESTA welcomes new director

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Fund People Update

  • 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 Update

  • QSuper/Sunsuper merger executive team announced

  • IIG loses head of capital raising and investor relations

  • Citi promotes head of capital markets

  • FSC and AFCA appoint life code compliance committee chair

  • AFCA appoints lead ombudsman, insurance, small business

  • Rest welcomes new CFO

  • KPMG appoints new National Executive Committee

  • BlackRock joins institutional and retail distribution teams

  • IFM Investors welcomes new board member

  • IOOF appoints chief asset management officer

  • UniSuper welcomes new CEO

  • Future Fund appoints board member

  • LGIAsuper CEO position filled, leadership team announced

  • JANA welcomes head of sustainability

  • WTW director of investment research for private markets departs

  • AMP executive retiring

  • Praemium CEO departs

  • ASX deputy CEO resigns

  • AIST Trustee of the Year 2020

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Fund Regulatory Update

Three advisers and an unlicensed SMSF scheme in court- The Federal Court has wound up an unlicensed scheme, MyWealth Manager, that was recommending investors put money into a self-managed superannuation fund (SMSF).

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Fund Product, Company and Regulatory Updates as at 28 January 2019

  • SelfWealth launches ETF for SMSFs

  • Praemium upgrading platform for advisers and investors

  • Premier Asset Management winds up 17-year-old fund

  • Australian Ethical selling stake in IOOF

  • MLC reduces wrap admin fees

  • MTAA Super cuts fees

  • Rest launches no-fee investment options

  • CFS Private Wealth wound up after ASIC investigation

  • Kaz Capital with imposed licence conditions

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Fund People as at 8 May 2018

  • AMP announces independent chairman, lodges submission

  • SSGA appoints new members to distribution team

  • AMIST appoints chair and director

  • Managed accounts expert appointed by Praemium

  • ING appoints new board member

  • WA Super appoints two general managers

  • New chair appointed by Vision Super

  • ISPT appoints new chair

  • AMP chairman steps down

  • Managing  and executive directors of Blue Sky step down

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