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Showing 1 - 10 of 26 results for "Class Portfolio"

Class bolsters leadership with new general managers

CHLOE WALKER  |  TUESDAY, 2 AUG 2022
... responsible for the delivery of customer service excellence across the Class suite of products - Class Super, Class Portfolio and Class Trust. Williams, previously the company's head of operations, has been appointed general manager, NowInfinity ...

QIC adds new investment role

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JAN 2022
A newly created role has been added to QIC's investment function, appointing someone from another division. The new position is senior portfolio manager, State Investments and is now carried out by Andrew Whittaker. Whittaker was previously senior portfolio ...

Crestone expands Brisbane presence

KARREN VERGARA  |  WEDNESDAY, 7 JUL 2021
... Tritton said: "The new advisers are welcome additions to our growing team. Crestone offers global, multi- asset class portfolio construction and management solutions and we are confident the expertise these six advisers possess will complement our existing ...

Citi hires transition management expert

KARREN VERGARA  |  TUESDAY, 4 MAY 2021
... Singapore where he has been located for the past 16 years. Clark will be responsible for managing multi-asset class portfolio transitions, derivative overlays, currency overlays and other portfolio-related solutions for institutional investors in the ...

Boutique launches multi-asset fund

KANIKA SOOD  |  MONDAY, 10 AUG 2020
... tremendous success of the Diversified Income Fund in New Zealand, to provide investors with access to a world class portfolio of fixed interest securities and equity income-generating securities," Milford chief investment officer Wayne Gentle said. "In ...

Class launches Xplan integration

ALLY SELBY  |  WEDNESDAY, 22 JUL 2020
... integration with Iress' financial software solution Xplan, with the offering now available for new Class Super and Class Portfolio customers as a public pilot. The data feed will enable financial advisers and accountants to seamlessly share a single ...

Class expands executive line-up

HARRISON WORLEY  |  THURSDAY, 4 JUL 2019
... accounts in the quarter and grew its customer base by 39. Specifically, Class Super added 1787 accounts, while Class Portfolio ended the quarter with 7635 accounts, thanks in part to 33% of Class Super customers choosing to also use Class Portfolio. ...

Crestone builds investment team

KANIKA SOOD  |  TUESDAY, 9 APR 2019
... to have two talented individuals join Crestone who share our vision. We offer client's global, multi-asset class portfolio solutions and the skills and insights that these two bring to the table will truly complement that offering," Ginnivan said. ...

KPMG appoints wealth management strategy lead

EMMA RAPAPORT  |  TUESDAY, 14 NOV 2017
... decision making." KPMG has also entered into an agreement to use Class Super for its SMSF administration software and Class Portfolio in its business advisory group. The news comes after Class chief executive Kevin Bungard flagged AMP's plans to migrate ...

Class chief flags AMP departure

ALEX BURKE  |  TUESDAY, 17 OCT 2017
... his own firm's analyis, about two million of these personal investment portfolios could be addressable via the Class Portfolio offering. Bungard believes the relevance and importance of Class Portfolio will increase as a result of the growth of this ...
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