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Mergers and Acquisitions

Staff Reporter

Global advisory firm Willis Towers Watson has completed its acquisition of Russell Investments’ Australian actuarial practice.

Killian Plastow

Former Hunter Hall chief investment officer Peter Hall has accepted an offer from Washington H. Soul Pattinson for his remaining stake in the ethical fund manager.

Aleks Vickovich

Following its partnership with US wealth management firm Focus Financial, Melbourne financial advice boutique MW Lomax has expanded its “geographic footprint” with a key acquisition.

Mark Mitchell, Kapstream Capital, Daintree Capital, Perennial

Former Kapstream Capital portfolio manager Mark Mitchell has launched a new absolute return fixed income boutique with the founders of Perennial.

Killian Plastow

Ethical fund manager Hunter Hall Limited has entered a merger agreement with Pengana Capital, which will result in a business with combined funds under management of $3.1 billion.

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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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