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Mandates and Money Movements

Staff Reporter

Industry superannuation fund HESTA has awarded a global conservative equities mandate to asset manager Robeco.

Staff Reporter

JP Morgan has been appointed to provide custodial and fund services to Invesco Australia and Aviva Investors Australia.

Staff Reporter

Boutique fund manager Sigma Funds Management has been awarded a mandate by a Sydney-based industry fund.

Taylee Lewis

Industry fund WA Super has appointed JP Morgan Investor Services as custodian of its investment portfolio.

Linda Santacruz

WaveStone Capital has received its first institutional mandate from global investment manager Mercer.

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Appointments

Tom Garcia, AIST, Eva Scheerlinck

Staff Reporter

Insyn Funds Management, Monik Kotecha, John Lobb, Global Titans, portfolio management, equity investment, global equity

Staff Reporter

Mark Beardow, AMP Capital, Adam Tindall, AMP

Tim Stewart

Analysis

Simon Shields, Monash Investors, goals based advice, wealth management, global financial crisis, investment management, ausbiz

Simon Shields

Sequential, Ruth Keaney, insurance, insurance claims, underwriting, Financial Services Council, FSC Guidance Note 33, SPS 250, APRA

Ruth Keaney

ASIC, fintech regulation, Airwallex, Jack Zhang, fintech law, innovation, financial services,

Jack Zhang

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