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

Search Results

Showing 1 - 10 of 14 results for "Private Portfolio Managers"

Annual IMAP awards finalists revealed

CHLOE WALKER  |  THURSDAY, 21 JUL 2022
... Infinity Asset Management are nominated in the small cap category. Finally, Franklin Templeton Australia, Private Portfolio Managers, and Zurich Investments are the finalists in the international equities category. Judges for the awards include investment ...

Implemented Portfolios adds to team

ANNABELLE DICKSON  |  THURSDAY, 8 APR 2021
... joined in the newly created roles, executives -partnerships and distribution. McInerney joins from Private Portfolio Managers where she was a client relationship manager prior to which she was in a similar role at Xplore Wealth. She was also an associate ...

Managed Account Awards finalists revealed

ELIZABETH MCARTHUR  |  THURSDAY, 30 MAY 2019
... Management Pearl Funds Management International Equities Loftus Peak Nucleus Wealth Pearl Funds Management Private Portfolio Managers Royston Capital Watershed Funds Management Multi Asset Class Canaccord Infinity Asset Management Resonant Shaw and Partners ...

SUPER Recruiters adds executive director

KARREN VERGARA  |  MONDAY, 6 MAY 2019
... director. SUPER Recruiters welcomed Sally Humphris, who until recently was a senior sales executive at Private Portfolio Managers. Prior to PPM, Humphris was the head of sales at Ignition Wealth and has also been a director of The Dawson Partnership ...

Retirement income expert joins SMSFA

KARREN VERGARA  |  TUESDAY, 1 MAY 2018
... April, former SMSFA chief executive Andrea Slattery said she joined boutique funds management firm Private Portfolio Managers in a board advisory capacity. Slattery founded and led the SMSFA for 14 years before stepping down in 2017. She has since gained ...

SMSF expert joins boutique investment house

JAMIE WILLIAMSON  |  TUESDAY, 17 APR 2018
... executive Andrea Slattery will advise the board of fund manager and individually managed account provider, Private Portfolio Managers, for the next 12 months. PPM founder and chairman Hugh McNally said the fund manager is delighted to welcome Andrea ...

Investment boutique adds global SMA

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2017
Private Portfolio Managers is expanding its managed accounts offering to improve the limited access advisers and clients have to actively managed global shares. Having only offered global individually managed accounts to date, PPM cited demand for an ...

Private Portfolio Managers launch SMAs

JAMIE WILLIAMSON  |  WEDNESDAY, 12 JUL 2017
Private Portfolio Managers will launch the first in a series of new separately managed account strategies on Powerwrap. Previously the boutique investment manager has exclusively offered individually managed accounts, but has broadened its managed accounts ...

Concentrated portfolios can benefit HNW

BEN COLLINS  |  THURSDAY, 13 SEP 2012
... concerned with a deviation from global indices can benefit from a concentrated equities portfolio, said Private Portfolio Managers (PPM). "Many high net worth (HNW) and family offices find it difficult to access international strategies which suit them ...

PPM moves to meet IMA demand

MELANIE TIMBRELL  |  WEDNESDAY, 13 JUN 2012
Private Portfolio Managers has appointed Andrew Beirne to its team in anticipation of continued growth in demand for individually managed accounts among family offices, charities and wealthy individuals. "Investors are increasingly rejecting managed ...
PAGE:
1
PREVIOUS
NEXT