Fund People Update

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  • Rest shuffles equities team

  • Challenger welcomes new CFO

  • APRA appoints new chair and deputy

  • Aviva welcomes head of APAC

  • Vanguard farewells CFO, welcomes new executive

  • CareSuper appoints ESG head

  • Fidelity welcomes director of institutional business

  • Investment Trends welcomes CEO, chair of advisory board

  • UniSuper loses chair, welcomes head of advice

  • TelstraSuper promotes portfolio manager

  • Magellan appoints CIO

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Fund Product Update

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  • Challenger launches fixed-term annuity

  • Vanguard launching super fund

  • AMP-managed trust moving elsewhere

  • BlackRock launches iShares ETF

  • eToro launches AussieEconomy portfolio

  • Chant West announces platform rankings service

  • UBS launches small-cap strategy locally

  • BlackRock and NAB launch ETF suite together

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Risk Company Update

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  • Deakin and FS partner for financial education

  • Count Financial adds Serendipity Wealth Advisors to business

  • MetLife launches adviser support platform, updates products

  • Class enters Scheme of Arrangement with HUB24

  • CountPlus buys Accurium from Challenger

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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 Update

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  • Janus Henderson welcomes new heads and internal promotions

  • Rest appoints GM of super

  • LGIAsuper and Energy Super announce CEO for the joint fund

  • First Super appoints member director and first associate director

  • Challenger welcomes new CFO

  • Ethical Partners Funds Management appoints sustainability analyst

  • VFMC appoints senior equities analyst

  • MLC AM welcomes portfolio manager

  • LGS appoints deputy chair

  • Lonsec CEO departs

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Fund People Update

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  • Future Fund welcomes CIO and other new appointments

  • AMP Capital appoints deputy chief executive

  • BNY Mellon nominates country head

  • JP Morgan welcomes new chief Asia Pacific equity strategist

  • Telstra Super welcomes new head of equities

  • Cbus welcomes first IT chief

  • AMP Capital’s Asia Pacific MD departs

  • Challenger loses life CEO to new position

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Fund Product Updates

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  • Northern Trust announces redeveloped ESG analytics capabilities

  • VanEck to launch four new ETFs

  • Challenger expands annuity range

  • Super funds stop classifying new members as default smokers

  • HESTA consolidating investment options

  • Warakirri announces new retail funds

  • Perpetual launches two new ESG funds

  • Milford launches multi-asset fund to Australian market

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Fund Product, Company and Regulatory Updates as at 26 May 2020

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  • Referral program for super funds, accountants and services with dealer groups launched

  • Challenger launches new retirement tool

  • Russell adds new retirement service from fund member research

  • Martin Currie launches sustainable equity strategy

  • Saxo Markets launches loyalty program

  • CBA sells half of CFS

  • Merging super fund tax relief to stay

  • Westpac files defence in Federal Court for AUSTRAC allegations

  • Liquidation funders to hold AFS licences

  • ERS withdrawals hit $10bn

  • IOOF settles class action

  • AMP launches new ESG-focused managed portfolio via MyNorth

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Fund People as at 2 March 2020

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Fund People as at 2 March 2020

  • WTW announces leadership appointments

  • IOOF restructures leadership team

  • Challenger appoints co-general managers

  • FTSE Russell announces head of sustainable investment, Asia Pacific

  • First State Super appoints chief risk officer

  • Tribeca portfolio manager resigns

  • LGIAsuper loses long-serving executive

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