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

Search Results

Showing 91 - 100 of 319 results for "Senior Analyst"

Zurich hires risk strategy specialist, retains OnePath brand

KARREN VERGARA  |  TUESDAY, 20 MAR 2018
... life and investments business. Crabbe's 25 years of experience spans risk, financial advice and academia. He was a senior analyst of risk research at CBA, joining in June 2013 and prior to that was a practitioner and lecturer at Kaplan. Zurich head of ...

JBWere senior analyst joins Perennial

ALEX BURKE  |  THURSDAY, 15 MAR 2018
A senior analyst at JBWere is taking on a new role at Perennial after eight years. Hugo Brettingham-Moore joins Perennial as an investment specialist on the retail distribution team in Melbourne. He originally joined JBWere in 2010 as an analyst, having ...

Reinvigorated OneVue inches up platform rankings

JAMIE WILLIAMSON  |  MONDAY, 5 MAR 2018
... well in two key areas: managed accounts and the generation of Records of Advice on-platform. Investment Trends senior analyst King Loong Choi said managed accounts are gaining traction largely among financial advisers seeking greater administrative and ...

CareSuper appoints investment manager

ALEX BURKE  |  FRIDAY, 9 FEB 2018
... managing director of Frank Russo & Associates Consulting, director of alternative investments at Russell Investments, senior analyst at Access Capital Advisers and senior portfolio manager at EquipSuper. Russo's new role follows CareSuper making two ...

Planners preferred over super for wealthier retirees: Research

ALEX BURKE  |  WEDNESDAY, 7 FEB 2018
... for assistance in reaching retirement goals. For those with a balance of less than $100,000, Investment Trends senior analyst King Loong Choi explained, they are "just as likely to seek help in achieving their retirement goals from planners as they are ...

Diversification concerns see managed funds uptake

ALEX BURKE  |  TUESDAY, 16 JAN 2018
... followed by private equity funds, private business/venture capital and commercial property," Investment Trends senior analyst King Loong Choi said. Partly because of these gaps, the proportion of investors looking to invest in managed funds over the ...

ClearView revamps life insurance platform

ALEX BURKE  |  TUESDAY, 16 JAN 2018
... relationships and maintain high satisfaction levels will benefit from lower attrition levels," Investment Trends senior analyst King Loon Choi said at the time. Blaxland-Walker argued that the integration of tele-interviewing in AQUA would enable advisers ...

AMP Capital strengthens restructured equities team

JAMIE WILLIAMSON  |  WEDNESDAY, 20 DEC 2017
... Dermot Ryan. Most recently, Correia was an investment banking analyst at Rothschild & Co, and is also a former senior analyst from the valuations and business modelling division of Ernst & Young. As a result of the appointments, two of the three Australian ...

Former Paradice executive takes on chief operating role

JAMIE WILLIAMSON  |  TUESDAY, 19 DEC 2017
... strategic objectives" as well as the distribution of its investment capabilities. Prior to Paradice, Summers was a senior analyst at Investors Mutual and also spent eight years as a portfolio analyst for PM Capital. He's also held roles with Mercantile ...

HNWI financial advice demand falls: Research

KARREN VERGARA  |  THURSDAY, 14 DEC 2017
... $290 billion is said to be excess cash or funds that could be allocated to growth investments. Investment Trends senior analyst King Loong Choi said HNW investors' unmet advice needs centre around investment strategy and retirement. "HNWIs themselves ...