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|... in 2013 when Henderson was an investor in Managed Accounts Holdings (now Xplore Wealth), when a subsidiary of the company provided managed discretionary account services to Henderson Maxwell clients. The firm failed to disclose this interest to ...|
|... Keybridge board is effectively deadlocked on a range of significant matters relating to the ongoing operation of the company and was no longer able to function effectively, in the opinion of its nominees on the board. Bentley is offering the ...|
|... for families and foundations. Pendal Group chief executive Emilio Gonzalez said the appointment is part of the company's strategy to support growth in offshore markets - as announced in its recent results. Gonzalez explained that Altinger ...|
|... and confidently demonstrating the value they deliver to clients," said Hampshire. This is the second year Russell Investments has produced the Value of an Adviser Report in Australia. The company has been producing the report in the US since 2013.|
|... it, the US corporate regulator alleged. New Jersey-based portfolio manager and trader Swapnil Rege was employed by a company referred to as Fund Adviser which provided investment advisory services to private funds including a USD $376 million fund ...|
|... office. Ramsay will focus on building and maintaining relationships in the Australian retail advice market - with the company planning to grow its coverage in this segment. He'll report to the head of retail for Australia, Manuel Damianakis. Ramsay ...|
|... impact that money will have - but he's also seen it used to describe an investment manager wanting to impact a company's behaviour. "When people see the word 'impact' or 'sustainable' or 'ESG' - what are they ...|
|... director Rob Adams said the business was open to expanding its focus outside of value investing . He said the company would manage its investments teams in a boutique-like manner and will consider adding new investment styles and asset ...|
|... fund which offers assurance to investors that when loans default investors will not be left exposed to losses. The company said no investor has ever lost money using Rate Setter. The provision fund comes from borrowers and is held on trust by an ...|
|... into companies linked to opioid production and marketing as part of their international ESG integration across the company's funds. "Our data insights help us scrape the internet for websites that have been taken. We found some websites ...|
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AXA Investment Managers' head of Framlington Equities for Asia left the business at end of May, the manager confirmed.
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Superannuation is working effectively to support members of all ages, genders and income levels, new research from the Association of Superannuation Funds of Australia shows.
According to the new Value of an Adviser report by Russell Investments, financial advisers deliver value of at least 4.4% or more every year to their clients beyond investment-only advice.
A portfolio manager artificially inflated a fund's returns and collected a large bonus on the back of it, the US corporate regulator alleged.
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