Articles tagged with 'Fisher Funds'
13 August 2024 - Fisher Funds fixed interest manager David McLeish has finished up with the firm.
5 August 2024 - Two Davids get senior roles at Fisher Funds.
30 July 2024 - Fisher Funds has recruited two ex Jarden staffers to head up its new private equity division.
26 July 2024 - New chief executive Simon Power has made changes to Fisher Funds' exec team.
23 February 2024 - It's probably not a surprise but Fisher Funds has had its management of the Kingfish investment fund renewed.
30 January 2024 - Fisher Funds chalked up very sluggish growth in its KiwiSaver funds under management (FUM) through the first quarter of owning Kiwi Wealth but the wholesale side of its business is growing at double-digit rates.
24 November 2023 - US-based TA Associates is looking to exit its 34% stake in Fisher Funds, according to the Australian Financial Review.
13 November 2023 - Fisher Funds CEO Bruce McLachlan has announced he is retiring and is being replaced by an ex-banker.
13 April 2023 - Fisher Funds has announced it will remove performance fees across all its KiwiSaver and managed funds’ multi asset portfolios on July 1.
11 March 2023 - Fisher Funds has revealed its new investment management team post the takeover of KiwiWealth, but few of the KiwiWealth team have survived the merger.
20 February 2023 - As expected most Kiwi Wealth executives lose their jobs after Fisher Funds takeover.
29 December 2022 - Fisher Funds has confirmed that the Minister of Commerce has confirmed the manager's newly acquired business will keep KiwiSaver default status.
15 August 2022 - Fisher Funds to become second biggest KiwiSaver provider after paying $310 million for Kiwi Wealth.
2 August 2022 - Fisher Funds is reported to be the successful purchaser of KiwiWealth.
2 July 2022 - Ralph Stewart's Lifetime Retirement Income group boosts funds under management with acquisition.
6 October 2021 - Fund manager Fisher Funds has bought Aon New Zealand’s KiwiSaver business, adding a billion dollars to its funds under management, although the price isn't being disclosed.
22 September 2021 - Former ING chief investment officer returns to New Zealand and takes up new board roles.
30 July 2021 - Investment management firm Fisher Funds has donated half a million dollars to two New Zealand charities to help combat the rise in mental health problems among young people.
1 July 2021 - Fisher Funds names new CIO to replace Frank Jasper.
14 May 2021 - Fisher Funds chief executive Bruce McLachlan says he is both surprised and disappointed they could not retain their default provider status.
21 April 2021 - Fisher Funds founder Carmel Fisher is retiring from the boards of three listed investment trusts.
5 February 2021 - [Updated] Despite a shroud of secrecy from MBIE, Good Returns can report that 7/9 default KiwiSaver providers have applied to retain their status, with two notable exceptions keeping quiet.
9 April 2020 - Fisher Funds will donate 3,000 meals to hospital care staff who have been working on the frontline in the Covid-19 pandemic.
4 March 2020 - Active managers say coronavirus-related market disruption should be their chance to shine – although one warns they shouldn’t overstate their ability to “forecast the unforecastable”.
24 February 2020 - Susan Edmunds speaks to Sam Dickie senior portfolio manager from Fisher Funds about their recent Good Returns Fund Manager of the Year recognition; and gets the low-down on Fisher Funds' investment philosophy and approach for the year.
18 February 2020 - Fisher Funds has made appointments to flesh out its top team.
18 February 2020 - Susan Edmunds speaks to Sam Dickie senior portfolio manager from Fisher Funds about their recent Good Returns Fund Manager of the Year recognition; and gets the low-down on Fisher Funds' investment philosophy and approach for 2020.
17 February 2020 - Fisher Funds chief executive Bruce McLachlan says new regulation is creating an environment in which it is easier for product providers, such as fund managers, to have their advisers in-house.
13 January 2020 - Fisher Funds’ head of distribution has resigned.
10 January 2020 - It's the start of a new year and a new decade. While it's 2020, Philip Macalister looks ahead and makes some predictions around what may happen in the financial advice sector this year.
19 November 2019 - Lifestages funds are a better option for savers than default KiwiSaver funds, but they’re not all created equal, new research from MyFiduciary suggests.
24 January 2019 - Criticism of a closed Fisher Funds scheme has highlighted the issue the sector has with legacy products.
31 December 2018 - Three women connected with the financial services industry have been recognised in the New Year's Honours list.
31 August 2018 - The former TOWER Financial Advisory group is being reborn and Fred Dodds has returned to the group to help with the rebirth.
14 June 2018 - Fisher Funds chief executive Bruce McLachlan says his firm won't be rushing to match Pie Funds' move to drop performance fees.
25 May 2018 - New Zealand's fund management industry should do more to help shake Kiwis out of their too-conservative approach to investing, one KiwiSaver manager suggests.
18 May 2018 - FNZC was named sharebroking firm of the year, Nikko Asset Management the fund manager of the year - bonds, and Harbour Asset Management the fund manager...
27 April 2018 - More fund managers are likely to claim performance fees this year for returns that did not outperform the market, a researcher is warning.
29 March 2018 - Fisher Funds has made a new portfolio manager appointment.
6 March 2018 - Fund manager's chair is turning his focus to a more pressing concern.
2 February 2018 - Advances in healthcare and technology have improved life expectancy in New Zealand at a staggering rate – by almost two years every decade since 1960. Investors retiring at 65 should be preparing for a long retirement. In this commentary John Berry asks how long should advisers target for their clients’ savings to last, and do historic assumptions for growth asset allocations for retirees need a rethink?
28 November 2017 - The Financial Markets Authority is being told its KiwiSaver Fund Tracker tool needs a longer timeframe than five years if it is going to make meaningful statements about funds’ performance.
16 November 2017 - Research firm SuperRatings has awarded Platinum ratings to all three of ANZ Investments’ KiwiSaver schemes for the fourth year in a row. Platinum is...
31 October 2017 - Bruce McLachlan has recently taken over as the Chief Executive of Fisher Funds Management, coming into the role from the Co-Operative Bank.
18 October 2017 - Advisers can expect to see roboadvice in the New Zealand market next year, and the country’s banks and product providers are already developing their platforms.
9 October 2017 - New Zealand’s investment management industry should better pull together to represent its own interests and those of New Zealand, new Fisher Funds chief executive Bruce McLachlan says.
7 September 2017 - When is a 'balanced' fund not a balanced fund? When it takes the risk of a growth fund, one researcher says.
30 August 2017 - There were some surprises in the Fund Source Fund Manager of the year awards which where handed out in Auckland last night.
21 August 2017 - The Fisher Funds managed listed Australian equities trust, Barramundi (NZX: BRM) has seen its annual profit fall 50% to $2.7 million.
The result includes...
3 August 2017 - The TSB Community Trust's commercial arm is to buy the 51% shareholding in Fisher Funds it does not currently own.
2 August 2017 - Performance fees have helped to lift the fee revenue claimed by fund managers Milford and Fisher Funds.
24 July 2017 - A familiar face for advisers has been named among the country's richest people.
19 July 2017 - [UPDATED, ADDS FMA COMMENT] Some New Zealand fund managers are still charging inappropriately structured performance fees, despite FMA attempts to offer guidance, Morningstar director of manager research ratings, Asia-Pacific, Chris Douglas said.
19 July 2017 - Hobson Wealth Partners' Warren Couillault talks about the cost of providing financial advice and why he believes it is now 50% to 100% more than it was five years ago.
11 July 2017 - Harbour Asset Management has pointed Ruari McGregor as its new chief operating officer to replace Jody Kaye.
10 July 2017 - Harbour Asset Management is getting a shake-up at the top level as a key person moves on.
27 June 2017 - Talking about responsible investing is a way for financial advisers to engage with younger clients, one fund manager suggests.
1 March 2017 - [UPDATED] Bank boss Bruce McLachlan is taking over as chief executive of Fisher Funds.
7 December 2016 - Fisher Funds Management has appointed a new New Zealand equities portfolio manager to replace Murray Brown
31 October 2016 - Fisher Funds founder Carmel Fisher is to stand down from her role as managing director of the firm, seeking more work-life balance.
6 October 2016 - Fisher Funds’ KiwiSaver schemes have been rated a “reasonable option” by Morningstar.
2 September 2016 - Carmel and Hugh Fisher have one of the swankiest home in Auckland for $22 million.
Although their funds management business adopts a growth style they...
24 August 2016 - Fisher Funds’ senior portfolio manager Murray Brown is to retire.
5 August 2016 - Fisher Funds directors have taken home a combined dividend of $10.3 million this year.
Its annual report shows the total dividend payment rose to $30 million,...
20 October 2015 - TSB has almost doubled its stake in Fisher Funds.
When Fisher bought TOWER's investment business in 2013, TSB became a shareholder with a 26% equity interest...
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