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Mercer fills the gap at Mercer Sentinel in Sydney

(pictured: Ravi Nevile) Mercer Investments has permanently filled the gap at the top of Mercer Sentinel in Australia and New Zealand, with the planned transfer of Ravi Nevile from the firm’s Singapore office. Mercer’s COO, Jodie Hampshire, had been filling in as the Australia and New Zealand head of the specialist operational efficiency and transitions…

Investor Strategy News | 21st Jul 2013 | More
Putting some analysis into funds management recruitment

(pictured: Peter Dawson) Well-known recruitment executive Peter Dawson has published an e-book which calls for greater flexibility in the business models adopted by recruitment firms in financial services, due to the contraction in funds management and wealth management since the global financial crisis. “Clients should be able to direct the process, if they want to…

Investor Strategy News | 21st Jul 2013 | More
  • Chinese liberalization continues despite slack demand

    Undeterred by the current lack of demand from foreign investors for Chinese securities or funds, the Chinese authorities have nearly doubled the QFII quota and widened the reach for the smaller renminbi-QFII pilot program to include London and Singapore The China Securities Regulatory Commission, in conjunction with the People’s Bank of China and SAFE (State…

    Investor Strategy News | 21st Jul 2013 | More
    How women can boost an organization’s performance

    (pictured: Cate Wood) From next year big super funds, companies and other bodies with more than 100 employees will be forced to report on the gender balance within their organizations. Is this the only reason they should care? Research suggests no – a better gender balance, particularly at the top, has other benefits. Helen Conway…

    Investor Strategy News | 21st Jul 2013 | More
  • Mulligan takes up Netwealth board spot

    (pictured: Kate Mulligan) Kate Mulligan, the chief executive of the investment industry legal services firm King Irving Consulting, has joined the board of the wealth management firm Netwealth, increasing the number of independents on the board to three. Netwealth is one of the largest privately owned wealth management and advisory companies. It is controlled by…

    Investor Strategy News | 21st Jul 2013 | More
    Retail advice industry at a crossroads

    (picture: Angela Ashton) Comment by Angela Ashton and Vanessa Stoykov* Retail financial planning is at a bit of a juncture: FOFA, fee pressure, education standards, investor confidence, the bond bubble, changing demographics and lifecycle investing, SMSFs, limited licencing for accountants, continued competition from industry funds desperate to hold on to retirees. These are all issues…

    Investor Strategy News | 21st Jul 2013 | More
    BNP Paribas goes with local talent to replace Pierre Jond

    BNP Paribas Securities Services has anointed Peter Baker to succeed Pierre Jond as managing director of Australia and New Zealand. Jond, who has been in the role for four years, will return to Paris at the end of the year. The company also announced last week that Michelle Crosbie, a New Zealander who had been…

    Investor Strategy News | 13th Jul 2013 | More
    All Black great joins Centric’s super push

    (pictured: Andrew Mehrtens) Centric Wealth, the financial planning and individually managed account provider, has recruited another rugby international, former All Black Andrew Mehrtens, to market its platform and advisory services to super funds. Mehrtens joins an old rugby foe, Phil Kearns, the Centric CEO and a former Wallaby captain. Mehrtens, a history major who speaks…

    Investor Strategy News | 13th Jul 2013 | More
    Catholic fund replaces Russell with Towers

    The Sydney-based Australian Catholic Superannuation and Retirement Fund has appointed Towers Watson as its new asset consultant, replacing Russell Investments. The $5 billion 90,000-member public offer industry fund has 11 investment options. In the year to June 2012 the growth fund returned minus 3.4 per cent while the My Super balanced fund was minus 1.1…

    Investor Strategy News | 13th Jul 2013 | More
  • Retirement incomes the weak point in super

    (Pictured: Martin Stevenson)  In his 42 years in the superannuation industry, Martin Stevenson has seen some changes. Most, he says, have been for the better. But Australia still has a looming retirement incomes problem and the eventual solution is to legislate for some form of compulsory income stream system, he believes. Stevenson retired from Mercer…

    Investor Strategy News | 13th Jul 2013 | More
    FEAL conference to dissect ‘measuring what matters most’

    (Pictured: Don Ezra) As super funds move away from traditional approaches to measuring their investment success, or otherwise, and the members increasingly focus on expected outcomes, the Fund Executives Association Ltd national conference next month will dissect the topic: “Measuring What Matters Most”. A keynote speaker will be Don Ezra, the Russell Investments global director emeritus,…

    Investor Strategy News | 13th Jul 2013 | More
    Australia’s velocity of money a positive

    While the ramifications of the Eurozone’s debt concerns have heightened in recent weeks and with the euro finally coming in for a correction, the global investment risk research firm Check Risk has given Australia a better report in its latest weekly risk assessment. Check Risk produced an update on the velocity of money in the…

    Investor Strategy News | 13th Jul 2013 | More
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