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Showing 101 - 110 of 280 results for "Box"

Zenith hires former asset management chief

KARREN VERGARA  |  THURSDAY, 10 MAY 2018
Zenith Investment Partners appointed the former chief executive of an Australian equities fund manager as its national sales manager. David Parr joins Zenith at a time the investment research firm is broadening its managed accounts capabilities, on ...

The tools to capture quality

HARRISON WORLEY  |  TUESDAY, 8 MAY 2018
... companies that have (ESG) policies, that do it well, outperform those that don't," Kelly said. "If one (idea) doesn't tick the box it doesn't mean it's 'uninvestable', it just means we'll do a lot more work around it." The sixth factor allows Kelly to ...

FIIG Securities appoints Deutsche manager

KANIKA SOOD  |  MONDAY, 30 APR 2018
Fixed income dealer FIIG Securities has appointed a Deutsche manager to support its Australian growth. Joining FIIG Securities is Anne-Marie Hunter-Brown as its markets business manager. She joins from Deutsche Bank as a business manager for credit ...

What makes a tech company attractive for HNW investors?

KANIKA SOOD  |  MONDAY, 30 APR 2018
As artificial intelligence (AI) disrupts technology over the next decade, tech companies could make for key investments in portfolios of HNW and UHNW individuals, according to a four-person panel led by Crestone Wealth Management in Sydney earlier this ...

Cardena Private Wealth adds life insurance

KANIKA SOOD  |  WEDNESDAY, 18 APR 2018
The boutique wealth manager and advisory firm has signed onto MBS Insurance's life insurance offering, after 12 months of using its personal insurance consultancy for clients. Risk consultancy MBS will now advise Cardena's client base of high-net-worth ...

Royal Commission to take "labyrinthine" advice legislation to task

ALEX BURKE  |  MONDAY, 9 APR 2018
... black-letter prescriptive rules and guidelines that allow compliance risk to be managed internally by firms using a check-box approach. "As a result, the legislation has been justifiably described as 'obscure and convoluted.'"

Australia ticks boxes for ultra-high-net-worth individuals

KARREN VERGARA  |  MONDAY, 12 MAR 2018
Despite numerous initiatives to curb foreign investment, Australia is still a destination of choice for ultra-wealthy investors, according to Knight Frank's wealth report. Australia is the third most-preferred global destination for the world's ultra-high-net-worth ...

Crypto hype drives new partnership

JAMIE WILLIAMSON  |  THURSDAY, 15 FEB 2018
... investment to an offline, 'cold wallet' device, such as a Ledger Blue, which can then be stored in a fully-secure, safe deposit box," Long said. The cold wallet storage affords investors peace of mind about the security of their cryptocurrency investments ...

New Year, new chair at industry fund

JAMIE WILLIAMSON  |  THURSDAY, 21 DEC 2017
... chairperson of Mates in Construction QLD, a director of Mates in Construction Australia and a director of Life Skills Tool Box. Throughout his career, Trohear has made a valuable contribution to public policy on issues including superannuation, long ...

Parametric appoints product manager from Willis Towers Watson

ALEX BURKE  |  MONDAY, 11 DEC 2017
Industry consultant Parametric has appointed a new product manager. Sheela Veerappan joins Parametric from Willis Towers Watson, where she was an investment consultant. Prior to that, she was a senior research analyst at the Investment Innovation Institute ...