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Showing 1 - 10 of 12 results for %22Bringing Morgan Stanley%22

La Trobe reveals global strategy, partners

CASSANDRA BALDINI  |  THURSDAY, 2 NOV 2023
... Stanley is deeply committed to the Australian market and La Trobe Financial is high-quality and a key strategic partner in bringing our world-class expertise to Australian investors," he said. Talking to the company scale, Andrews noted La Trobe has ...

Lonsec appoints new investments leadership

CHLOE WALKER  |  THURSDAY, 10 AUG 2023
... delivering strong outcomes for our clients." Baker said she is equally excited about the return of Menniti to the team, "bringing with her new skills and insights from a leading global fund manager."

Capital Group appoints to newly created role

CHLOE WALKER  |  TUESDAY, 22 MAR 2022
... income and multi-asset strategies for both institutional and retail investors across Asia and Europe." Haggard added: "Bringing an exceptional leader like Kat on board with deep knowledge of product development and management is key to ensuring our investment ...

Morgan Stanley to acquire Eaton Vance

JAMIE WILLIAMSON  |  FRIDAY, 9 OCT 2020
... product gaps and delivers quality scale to the MSIM franchise. The combination will also enhance client opportunities, by bringing Eaton Vance's leading US retail distribution together with MSIM's international distribution." Morgan Stanley said ...

Morgan Stanley acquires E*TRADE

ELIZA BAVIN  |  FRIDAY, 21 FEB 2020
... quo and delivered cutting-edge tools and services to investors, traders, and stock plan administrators," Pizzi said. "Bringing E*TRADE's brand and offerings under the Morgan Stanley umbrella creates a truly exciting wealth management value proposition ...

FS Roundtable: Striking the perfect balance

KARREN VERGARA  |  THURSDAY, 14 NOV 2019
... are quite comfortable with alternatives as yet and finds the education piece with the retail segment typically involves bringing in their return expectations in line. Seeing that a gap exists between alternatives and retail clients, Martel believes ETFs ...

Morgan Stanley raises capital for 86 400

ELIZABETH MCARTHUR  |  FRIDAY, 10 MAY 2019
... push, appointing Morgan Stanley to drive the capital raising. 86 400 chief executive Robert Bell said: "Bringing Morgan Stanley on is really important for us because they are a global tier one investment bank and they've got great reach in Australia ...

Former CBA Private advisers join Wilsons

HARRISON WORLEY  |  WEDNESDAY, 14 NOV 2018
... former CBA advisers to its private wealth team. Curtis Smith and Peter Jones are set to link with the firm this month, bringing with them 30 years of experience in providing financial advice to high-net-wealth individuals. In a media release, Wilsons ...

Boutique executes buyout, rebrands

KANIKA SOOD  |  FRIDAY, 21 SEP 2018
... restructure of ownership positions the business to fully capitalise on future opportunities for growth and performance, by bringing about the complete alignment of interests of the key executives at Talaria, with its investors," Mead said in a statement. ...

HNW advice firm adds new role

JAMIE WILLIAMSON  |  MONDAY, 27 AUG 2018
... Burgon & Partners has appointed Alex Pikoulas as portfolio manager within the firm's new investment Centre of Excellence. Bringing more than 20 years' experience, Pikoulas joined from JP Morgan where he was working in equity sales with a focus on hedge ...
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