Harvey Kalman

Kalman ups the ante in offshore distribution

Harvey Kalman, the long-time head of sales and business at Equity Trustees, has taken back all international responsibilities to cater for fund managers and other institutions looking for Australian trustee and admin services, as well as for Australian firms looking

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J.P. Morgan increases lead in custody share

Even though almost all asset services firms suffered declines in their assets under custody in Australia in the six months to June, J.P. Morgan managed to strengthen its position relative to the rest of the pack. It will increase this

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Perennial private companies fund seeking $125m

A year after it launched its first private companies fund – the ‘Perennial Private-to-Public Opportunities Fund’ – Perennial Value Management is set to launch a second similar closed-end fund for wholesale investors. The ‘Perennial Private-to-Public Opportunities Fund No.2’ will open

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Hard-core ESG manager lobs in Australia

Rob Harrison, a well-known marketer of new funds management strategies in both Australasia and the US and Europe, who has been living in New York for several years, is bringing a hard-core ESG manager to Australia and New Zealand. He

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Greg Cantor and Laura Wright

At last: a big fund merger which is a ‘natural’ fit

NGS Super, representing non-government schools, is a natural merger partner with the Sydney-based Australian Catholic Super (ACS), representing catholic schools, aged care facilities, hospitals and other bodies, according to Greg Cantor, the long-time chief executive of ACS, who has been

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Mick Wright-Smith, Paul Nagy, Joe Millward and Will Morgan

Epsilon fund carves out unique position in private debt

After its formation late last year, Epsilon Direct Lending, a boutique manager focusing on a particular part of the burgeoning private debt asset class – the under-served $70 billion mid-market growth and event-driven financing space – is ready to go

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Bond king John McNiven’s story: about business and love

John McNiven, an incredibly successful bond dealer across New York, London and Hong Kong, who always called Australia home, and became an incredibly successful entrepreneur in the global and local fixed income markets, passed away on August 13 after a

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David Sheasby

New ESG report indicates climate change progress

Martin Currie, the global equities manager, has published a new report on ESG issues, which will become a regular publication, complementing the firm’s other papers and client notes related to the subject. The first edition is focused primarily on climate

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Mental health and insurance still a problem – actuaries

The Actuaries Institute has been holding its annual conference over the past three weeks, as other big associations have done. A highlight during last week’s sessions was to do with workers’ mental health issues and what insurance companies are doing.

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Jas Singh, Ajay Parshotam and Ryan Boyd

The future of the actuary is no laughing matter

We’ve all heard plenty of jokes about actuaries. “They’re like accountants but with less personality…” That sort of thing. According to Jas Singh, who works with a lot of actuaries, many of the jokes suggest they are naturally pessimistic. If

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