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Showing 101 - 110 of 461 results for "Investment Services"

Allianz Retire+ announces leadership team

JAMIE WILLIAMSON  |  WEDNESDAY, 27 JUN 2018
... president and account manager on the PIMCO Global Wealth Management team and has previously held roles with Zurich Investment Services and Equity Trustees. Former Macquarie Group head of commercial management, wealth products Richard Rasker has joined ...

YBR offloads legacy wealth subsidiary

JAMIE WILLIAMSON  |  TUESDAY, 26 JUN 2018
Yellow Brick Road is selling its wholly-owned investment services business. YBR announced that Yellow Brick Road Investment Services has entered into a book sale and purchase agreement with INPRO Australia. The transaction will see INPRO senior financial ...

Aussie HNWI population grows: Capgemini

HARRISON WORLEY  |  THURSDAY, 21 JUN 2018
... Superannuates with more than $1m in investable assets will increasingly require the sophistication of hybrid investment services, where advanced analytics coupled with robotic processes can contribute to ongoing returns," Gomm said. According to Gomm ...

Senior insto sales manager at Schroders retires

ALEX BURKE  |  FRIDAY, 8 JUN 2018
... firm. Mark Bourgeois joined Schroders in 2007. Before that, he was vice president of institutional sales and investment services at Merrill Lynch Investment Managers and also worked at Bank of Tokyo Mitsubishi. Explaining his departure, Bourgeois told ...

Asset manager welcomes new hires

JAMIE WILLIAMSON  |  TUESDAY, 29 MAY 2018
... in financial services. He has previously served as CFS' head of platforms and general manager, product and investment services. He is also a former head of product solutions and pricing for AMP's SMSF business. In the new role, Kenny will be responsible ...

Pendal appoints head of investment services

ALEX BURKE  |  TUESDAY, 22 MAY 2018
Pendal Group has appointed a head of investment services and program office. Justin Howell joins Pendal from LeapFrog Investments, where he was a director. Prior to that, he was investments head of strategy and operations at First State Super. He was ...

Advisers react to Royal Commission revelations

JAMIE WILLIAMSON, KARREN VERGARA  |  FRIDAY, 27 APR 2018
... will be impacted by the revelations from the RC. Michelle Brisbane, managing director and adviser, Ethical Investment Services As a long-term adviser I welcome the Royal Commission, as I believe that trust begins with the truth. The larger institutions ...

Robo-adviser partners with private wealth firm

KARREN VERGARA  |  TUESDAY, 24 APR 2018
... white-label structure will see Collins House offer a digital advice service to clients: Collins House Online Investment Services (CHOIS). CHOIS will use Clover's proprietary digital advice technology and portfolio management capabilities via the robo-adviser's ...

US regulator to extend fiduciary rule

JAMIE WILLIAMSON  |  FRIDAY, 20 APR 2018
... tireless work of the SEC staff has proven to me that we can increase investor protection and the quality of investment services by enhancing investor understanding and strengthening required standards of conduct. Importantly, I believe we can achieve ...

BTFG platform and investment expert resigns

KARREN VERGARA  |  TUESDAY, 17 APR 2018
... business, which includes Asgard, BT Wrap and the Panorama platform. She will also oversee BT's specialist investment services, including the life stage funds that sit within products such as BT Super for Life. Cooper added Vincent's leadership skills ...