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Showing 1011 - 1020 of 2383 results for "Citi"

Consistent growth fuels Future Fund cyber fears

JAMIE WILLIAMSON  |  THURSDAY, 1 FEB 2018
The constant risk of a cyberattack on the Future Fund's investment portfolio is among its top concerns. Future Fund chairman Peter Costello said in a portfolio update this morning that the sovereign wealth fund considers cybersecurity risk to be a major ...

Advice clients most satisfied with goals-based approach

JAMIE WILLIAMSON  |  TUESDAY, 23 JAN 2018
Goals-based advice is gaining ground with fresh insight suggesting it leads to greater levels of client satisfaction. Latest Investment Trends analysis shows planners with the most satisfied clients "are often those who are successful in creating congruity ...

HUB24 responds to adviser demand

JAMIE WILLIAMSON  |  TUESDAY, 23 JAN 2018
Financial advice licensees can now upload templates for Records of Advice to the HUB24 platform, allowing increased efficiency when trading and generating ROAs for clients. The integrated ROA solution is the latest in a raft of upgrades to HUB24's functionalities ...

Ophir appoints new portfolio manager

ALEX BURKE  |  MONDAY, 22 JAN 2018
Small and mid-cap boutique Ophir Asset Management has recruited a new portfolio manager to work alongside co-founders Andrew Mitchell and Steven Ng. Tim Mitchell joins Ophir from Wavestone Capital, where he was an equity analyst. Prior to that, he was ...

ATO toasts the "SMSF class of 2012"

ALEX BURKE  |  FRIDAY, 19 JAN 2018
As part of the release of its annual SMSF statistics, the ATO looked at the performance of the SMSF sector through the lens of funds established five years ago and asked: where are they now? There were 36,160 SMSFs lodged in the 2012 financial year. ...

Citi veteran joins forces with listed equities manager

ALEX BURKE  |  FRIDAY, 19 JAN 2018
A long-serving Citi employee has become the deputy chief executive of a listed Australian equities investment company as part of the latter's succession plan. Newly-minted Milton Corporation deputy chief Brendan O'Dea joined Citi in 1995 as an internal ...

Citigroup takes action on pay inequality

JAMIE WILLIAMSON  |  TUESDAY, 16 JAN 2018
... 2017 Arjuna Capital also issued resolutions to Bank of America, MasterCard, American Express, JP Morgan, and Wells Fargo. Citi also originally rejected the proposal. Responding to shareholder pressure, the move by Citi has been described as a major shift ...

CBA creates new lead research role

JAMIE WILLIAMSON  |  FRIDAY, 12 JAN 2018
Commonwealth Bank began 2018 with the creation of a new senior role, welcoming its first managing director, head of global markets research. Former chief economist for Colonial First State Global Asset Management, Stephen Halmarick, joined CBA in the ...

PeakSuper eyes expansion

EMMA RAPAPORT  |  THURSDAY, 21 DEC 2017
A newly rebranded SMSF service provider is hoping to expand its market reach with the help of financial advisers. Adelaide-based PeakSuper, formerly Catapult Super, will look to build partnerships with advisers to assist their clients with the establishment ...

Cromwell appoints chief capital officer

ALEX BURKE  |  WEDNESDAY, 20 DEC 2017
... Securities, co-head of global real estate at Babcock and Brown, a real estate research analyst at UBS and a portfolio manager at Citi. Commenting on his new role, Garing said: "I have been watching the development and growth of Cromwell with interest. ...