BT has released a new iPad app – BT Wrap Snapshot – to give advisers mobile access to popular client reports. BT Financial Group’s head of platforms Kelly Power said the BT Wrap Snapshot was twelve months in the making and a companion tool to the BT Wrap DeskTop.
Colonial First State (CFS) has been awarded ‘Highest overall member satisfaction: Among retail super funds’ by Investment Trends in the 2013 Member Sentiment and Communications Report.
PM CAPITAL’s flagship Absolute Performance Fund has received a Recommended rating from investment research house, Zenith Investment Partners. The rating is an upgrade from the previous Approved rating and is one of only four global long/short funds with a recommended or higher rating from Zenith.
AQR Capital Management (AQR) announced that Lonsec and Zenith Investment Research Partners both awarded a “Recommended” rating to AQR’s Wholesale Managed Futures Fund.
Winston Capital Partners (Winston) has announced a number of new clients including Yellow Brick Road Wealth Management for their Smarter Money Fund and Morphic Asset Management for their Global Opportunities Fund.
Winston also appointed senior industry executive Rory MacIntyre as partner and Chad Nikolov as associate – Business Development.
Perpetual Limited (Perpetual) announced the appointment of Anna Shelley as General Manager Product & Strategy, Perpetual Investments.
Australian Ethical Investment, has announced the recipients of its 2013 Community Grants program: 40K PLUS, Employment Assistance Program, 100% Renewable Ready, The Yellow Van Food Rescue, Fair futures for women & girls in Timor-Leste, Scholarship for girls at risk, Comforting kids, Lighting up PNG, Delivery of ethics classes, 80 Street Swags.
The Actuaries Institute has named Adam Driussi, co-founder and director of the Quantium Group as the 2013 Actuary of the Year.
Aon Australia announced that Lambros Lambrou will step in to the role of Chief Executive Officer of Aon Risk Solutions Australia from January 2014.
The ACCC will not oppose the proposed acquisition of The Trust Company by Perpetual. ACCC Chairman Rod Sims said, “After a thorough investigation, and subject to the undertaking to divest the shareholding in Equity Trustees, the ACCC’s view is that this acquisition is unlikely to lead to a substantial lessening of competition in any relevant market.”