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Showing 1061 - 1070 of 4896 results for "Alex"

OneVue brings 25 funds on to platform

ALEX BURKE  |  TUESDAY, 5 DEC 2017
Following a key mandate win last November, OneVue has transitioned 25 funds onto its managed funds administration platform. Through its five-year partnership with NAB Asset Servicing, 25 UBS Asset Management products will now reside on the OneVue Fund ...

Banks feeling heat as MiFID II looms: Liquidnet

ALEX BURKE  |  MONDAY, 4 DEC 2017
The January 3 deadline for the EU's MiFID II regime should serve as a warning for banks offering mediocre bundled research products, according to Liquidnet founder and chief executive Seth Merrin. Speaking to Financial Standard, Merrin said that now ...

ANZ Wealth research boss departs for Mercer

ALEX BURKE  |  MONDAY, 4 DEC 2017
ANZ Wealth's head of investment product and research has left the company and moved to Mercer to further build out its post retirement business. William Burkitt held the head research role at ANZ Wealth for five years, prior to which he was executive ...

Former CBA-aligned adviser banned for three years

ALEX BURKE  |  FRIDAY, 1 DEC 2017
An adviser formerly working under CBA-owned licensee Financial Wisdom has been banned for three years by ASIC. ASIC said the decision came about because Julie Hamilton failed to act in her clients' best interests; the regulator investigated her activity ...

IFM Investors expands in Korea, appoints client director

ALEX BURKE  |  FRIDAY, 1 DEC 2017
IFM Investors has opened a new office in Seoul and appointed a client relationship director. The Seoul office will be led by Kelly Ki Jeong Lee. IFM chief executive Brett Himbury said he was "pleased to appoint an executive of Lee's experience and standing. ...

AMP Capital launches NZ index products

ALEX BURKE  |  FRIDAY, 1 DEC 2017
New Zealand retail investors will now have access to three passively-managed AMP Capital funds. The new funds are the All Country Global Shares Index Fund, the NZ Shares Index Fund and the Hedged Global Fixed Interest Index Fund. They track the MSCI ...

US firm hires QIC analyst in Australian expansion

ALEX BURKE  |  THURSDAY, 30 NOV 2017
A Silicon Valley-based firm co-founded by a former QIC chief strategist has recruited a new head of quantitative modelling. David Priest joins Jacobi Strategies from QIC, where he was a quantitative strategist. Prior to that, he was a quantitative analyst ...

NAB advice GM departs in wealth restructure

ALEX BURKE  |  THURSDAY, 30 NOV 2017
NAB's executive general manager of wealth advice has departed in the midst of a restructure of the wealth business. Greg Miller took on the lead role in 2015. Prior to that, he was general manager of MLC Direct and MLC Advice Solutions. He has also ...

RNY unitholders left unpaid after Aurora scandal

ALEX BURKE  |  WEDNESDAY, 29 NOV 2017
Many unitholders in the RNY Property Trust have yet to be compensated following the takeover by Aurora Funds Management, whose chief financial officer was terminated after $1 million vanished from a listed Aurora trust last weekend, and ASIC has so ...

Real AM launches multi-asset portfolios for HNW clients

ALEX BURKE  |  WEDNESDAY, 29 NOV 2017
Real Asset Management is rolling out a custom multi-asset portfolio service for high-net-worth clients and Asian investors with significant investor visas. RAM Australia chief executive Scott Kelly said the new capability was designed largely in response ...