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

Search Results

Showing 101 - 110 of 922 results for "Consultants"

Managed accounts FUM hits $162bn

KARREN VERGARA  |  TUESDAY, 5 SEP 2023
... inaugural award for Boutique Licensee which "highlights the smaller advice businesses now working with experienced asset consultants to develop portfolios that reflect their investment philosophy." The other winners were DNR Capital (Australian equities) ...

Citi terminates staff super fund

JAMIE WILLIAMSON  |  TUESDAY, 29 AUG 2023
... matters, a spokesperson for Citi said that the group, in conjunction with the fund's board of trustees and external consultants, "have worked closely with members to ensure an equitable outcome." Citi's decision to close its staff offering follows ...

IMAP names annual award winners

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2023
... inaugural award for Boutique Licensee which "highlights the smaller advice businesses now working with experienced asset consultants to develop portfolios that reflect their investment philosophy." Meantime, Lonsec was named the winner of the ESG category. ...

Former Morningstar executive in new role

ELIZABETH FRY  |  FRIDAY, 25 AUG 2023
... was Morningstar's director of manager research for Asia Pacific for many years - has joined Insight Investment Consultants. Founded by Chris Lioutas, Insight aims to become a full-service research house. Accordingly, it will launch a fund research ...

Frontier adds two consultants

ELIZABETH FRY  |  FRIDAY, 18 AUG 2023
Frontier Advisors has added two new consultants to its real assets and defensive assets and private markets teams. Daniel Cave comes on board as a senior consultant and will focus on infrastructure and broader real assets research and client responsibilities. ...

Multiple moves in Aware investments team

ELIZABETH FRY  |  FRIDAY, 11 AUG 2023
... responsible for packaging and communicating her proprietary manager research findings to ensure the boutique's consultants and partner advice firms receive exclusive, timely and high-value insights. With over 19 years of experience in investment ...

Australia a "most exciting place" for GQG: Barker

CHLOE WALKER  |  THURSDAY, 3 AUG 2023
... gained a lot of traction at "the more sophisticated end of the market." "So, what we've found is the more thoughtful consultants and licensees and advisor networks, who really take the time to understand our process, are giving us a lot of support," ...

Pinnacle makes senior hire for American distribution

CHLOE WALKER  |  TUESDAY, 18 JUL 2023
... welcome a professional of his calibre who is so highly regarded by leading institutional investors and investment consultants in both North America and Australia."

Sequoia backs budding investment manager

CASSANDRA BALDINI  |  TUESDAY, 13 JUN 2023
... selection of the underlying investments will be managed by Hird, Sammut, Edmonds, and a team of external investment consultants. Before setting up the firm, Hird worked in financial services for eight years and held various roles including director and ...

Frontier overhauls research function

ELIZABETH FRY  |  FRIDAY, 2 JUN 2023
... Despite the changes in each of their roles, Kemp remains a principal consultant. Swaak and McMahon will remain senior consultants.