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Showing 91 - 100 of 337 results for "Potter"

Platform acquisition boosts Bell Financial results

KARREN VERGARA  |  THURSDAY, 21 FEB 2019
... financial planners and institutions (Desktop Broker). The technology is also white labelled by HSBC, Macquarie and Bell Potter Online. Managing director Alastair Provan said: "We anticipate TPP will be a strong contributor to the group going forward ...

Asset manager shutters two funds

KARREN VERGARA  |  MONDAY, 5 NOV 2018
... similar investment purpose but charged lower management fees of 1.35% per annum. The fund was $77.52 million in size. Brad Potter and Jason Kim were portfolio managers of the funds.

Powerwrap appoints head of operations

JAMIE WILLIAMSON  |  THURSDAY, 20 SEP 2018
... role, expanding its senior management team. Hartnett was most recently head of portfolio administration services at Bell Potter Securities, overseeing about $2.7 billion in assets and 20 staff. He has also previously held senior roles with Goldman Sachs ...

Nikko AM wins Aussie equities mandate

KARREN VERGARA  |  TUESDAY, 14 AUG 2018
... ($766m). ANZ New Zealand Investments awarded the mandate to the Sydney-based Nikko Australian equities team, headed by Brad Potter. Nikko AM will use an Australian equity strategy based on a 25-year comparative value analysis. This is a high conviction ...

Limited MDA deadline closes in

KARREN VERGARA  |  WEDNESDAY, 8 AUG 2018
... have made other formal arrangements by now, but the truth is many are still lagging behind, according to IMAP chair Toby Potter. With the limited MDA changes taking effect on 1 October 2018, it's too late to apply for a full licence as the process ...

IMAP awards managed accounts excellence

KARREN VERGARA  |  THURSDAY, 2 AUG 2018
... innovation and how well licensees integrated managed accounts into its processes. IMAP chair and host for the evening Toby Potter said managed accounts embody the transformation that's happening rapidly, and the list of nominees and winners reflect ...

Bell Financial expects solid H1 profits

KANIKA SOOD  |  WEDNESDAY, 11 JUL 2018
... 100% of what we believe to be the leading online technology platform in the market. Combining TPP'S capability with Bell Potter Securities Limited's own proprietary platform, FUSION, will increase our competitive advantage across our group's entire client ...

IMAP to recognise managed accounts excellence

JAMIE WILLIAMSON  |  TUESDAY, 10 JUL 2018
... account products, the awards acknowledge the growing significance of managed accounts in financial advice, IMAP chair Toby Potter said. Managed account programs offered by advice firms are also an important development that should be recognised, he added. ...

Industry leaders in sales and marketing recognised at MAX Awards

STAFF WRITER  |  FRIDAY, 15 JUN 2018
... Fixed Income Fund Custom Publishing Campaign of the Year (Digital): Bell Direct - Look into mFunds | Desktop Broker + Bell Potter Research Finalists: SuperFriend - Mental Health Awareness Campaign Macquarie - Guide To Series - Liquid Alternatives BlackRock ...

Yarra Capital executive joins AUI board

KANIKA SOOD  |  TUESDAY, 17 APR 2018
... projects. AUI'S portfolio had a market value of $1.2 billion as atMarch 31, 2018. The 55-year old company was founded by Ian Potter, and The Ian Potter Foundation is still its largest single shareholder. It invests in a diversified portfolio of Australian ...