Lloyd to step down from Perpetual


Perpetual chief executive Geoff Lloyd would step down in mid-2018 after more than five years in the role, the fund manager announced yesterday. In a statement, the company said Lloyd had timed his exit from Perp.. Read More

Clearview appoints ex-AIA underwriter


Listed financial services company Clearview has appointed a former AIA Australia state underwriting manager as its new chief underwriter. In a statement, the group said the appointment of Warren Page to the posi.. Read More

New recruits boost Implemented Portfolios


Independent managed account specialist Implemented Portfolios has recruited two new staff to boost its sales and portfolio management functions. Natasha Daniels, whose previous experience includes roles at West.. Read More

Howes leads KPMG wealth reshuffle


KPMG’s superannuation practice head Paul Howes has been unveiled as the company’s head of wealth management in an internal reshuffle that will see incumbent John Teer moving to take up a new role as chief.. Read More

Moneysoft partners with Investfit, Xeppo


Fintech provider Moneysoft has integrated its cashflow service with goals-based digital advice provider Investfit and software data connector Xeppo. The two partnerships would allow financial services providers to .. Read More

Vanguard promotes while de Zwart exits


Global fund manager Vanguard has expanded its Australian quantitative equities team by recruiting two internal staffers to grow its local operations. Michael Roach has relocated from Vanguard’s US headqua.. Read More

Hires to accelerate ethical investing team


Ethical investment and superannuation provider Australian Ethical has announced two senior appointments to its adviser team on the back of growing demand for ethical investing. In the newly created roles, Quyen.. Read More

Sales reshuffle sees two new Decimal hires


Listed digital advice provider Decimal has confirmed changes to its sales team including the exit of its regional sales manager for Australia and New Zealand and new appointments in its marketing and lead solutions f.. Read More

Alphinity, Insight appoint new staff


Fund manager Alphinity Investment Management has appointed former Fidelity and Credit Suisse analysts Stuart Welch and Richard Hitchens to two senior analyst roles. Alphinity said in a statement that Welch had b.. Read More

Ex-Vanguard manager takes Fidelity role


Former Vanguard account manager Andrew Mathie has become Fidelity International’s new director of wholesale sales in Australia. In his new job, Mathie will lead the overall strategy for Fidelity’s wh.. Read More

UBS hires ex-Lazard retail manager


UBS Asset Management has appointed a former national retail manager for investment firm Lazard Asset Management as its new head of wholesale business for Australasia. In a statement, the asset manager said in th.. Read More

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