Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 61 - 70 of 583 results for "Asset consultant"

Frontier wins NZ client

ANNABELLE DICKSON  |  MONDAY, 18 OCT 2021
The asset consultant gained its first client in New Zealand after being appointed as investment consultant. Tauranga Energy Consumer Trust (TECT) is one of New Zealand's largest community-focused trusts with over NZ$1 billion in funds under management. ...

Managed accounts surpass $100bn

ANNABELLE DICKSON  |  WEDNESDAY, 15 SEP 2021
... advisers has emerged that are not looking to set up their own managed accounts but instead are partnering with an asset consultant and outsourcing professional management. "There are still some dealer groups in the early days of getting advisers to consider ...

Pain ahead for super trustees on unlisted valuations

KANIKA SOOD  |  MONDAY, 6 SEP 2021
Last year many superannuation funds revalued their unlisted assets during lockdowns. Now APRA says most of their policies were deficient. Super funds took different approaches to the revaluations. For example, at Cbus the board devalued unlisted assets ...

YFYS spurs half to change asset mix

KARREN VERGARA  |  THURSDAY, 2 SEP 2021
Only half of superannuation funds will be prompted to change their investment profile as a result of the new Your Future, Your Super performance test, an Australian Institute of Superannuation Trustees survey shows. The poll, conducted at AIST's ...

YFYS test results not a fair representation: Frontier

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 SEP 2021
... performance, given several of the funds that were failed actually perform better than others that passed. The asset consultant, which advises on $490 billion, said while it supports the intent behind the scrutiny of underperforming funds, it worries ...

Frontier hires former Perpetual head of infrastructure

KANIKA SOOD  |  TUESDAY, 17 AUG 2021
The asset consultant has hired a former Perpetual and UniSuper head of infrastructure as a principal consultant, investment governance in a six-month contract. Brett Lazarides was NAB Asset Management's head of alternative investments, Perpetual's ...

Frontier welcomes family office specialist

JAMIE WILLIAMSON  |  THURSDAY, 29 JUL 2021
The asset consultant is adding a new senior consultant to boost the firm's family office knowledge. Meirine Giggins is joining Frontier's growing 'non-super' business, bringing over two decades of experience working with family offices and endowment ...

Advice firm acquires investment consultant

KARREN VERGARA  |  MONDAY, 26 JUL 2021
... provides better outcomes for clients. "We are looking through an adviser's lens to see what impact a full-service asset consultant can have on a firm managing other people's capital. It is this approach we will take to fully utilise the skills and knowledge ...

Frontier partners with due diligence platform

KARREN VERGARA  |  THURSDAY, 22 JUL 2021
... help of a global technology platform to help automate the diligence processes. DiligenceVault will enable the asset consultant to collect and centralise asset manager and fund data. The solution is a two-sided platform used by both asset managers and ...

ASI specialist joins boutique

ANNABELLE DICKSON  |  THURSDAY, 15 JUL 2021
... Aberdeen Standard Investments' (ASI) senior investment specialist, cross-asset has jumped ship to a financial advice asset consultant. Nick Schoenmaker has joined Evidentia Group as a senior asset consultant. He spent over two years at ASI as the proxy ...