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Showing 101 - 110 of 337 results for "Potter"

Managed accounts climb to $57bn

ALEX DUNNIN  |  TUESDAY, 27 MAR 2018
... members of IMAP reinforces the dramatic impact managed accounts are having on the wealth management market. IMAP chair Toby Potter said managed accounts have raised the bar for the level of services and functionality financial advisers and their clients ...

Bell FG flags US expansion

KARREN VERGARA  |  THURSDAY, 22 FEB 2018
... broking platform, Third Party Platform contributed $14.2 million to the top line, up 15% year-on-year. Bell FG owns Bell Potter Securities, Bell Potter Capital, and is a majority shareholder (56.63%) in Third Party Platform, the provider of the Bell ...

L1 Capital prepares for LIC IPO

JAMIE WILLIAMSON  |  TUESDAY, 20 FEB 2018
... Stanley, Ord Minnett, Taylor Collison and Wilsons will serve as co-lead managers alongside the bank. Further, Macquarie, Bell Potter, First NZ, Hunter Capital, Patersons and Shaw and Partners will act as co-managers. With the Long Short Fund closed to ...

AAT issues stay on Poidevin appeal to ASIC ban

JAMIE WILLIAMSON  |  FRIDAY, 9 FEB 2018
The Administrative Appeals Tribunal has issued a stay on the banning order against a Bell Potter executive. On 29 November 2017, ASIC banned Bell Potter managing director of corporate broking, Simon Poidevin, for a period of five years. The regulator ...

Market volatility ideal for fundamental investors: Expert

DARREN SNYDER  |  WEDNESDAY, 7 FEB 2018
... opportunity for fund managers that target fundamental valuations. Nikko Asset Management head of Australian equities Brad Potter described this week's volatility as a "technical correction" whereby several events had compounded market drops all at once. ...

Ophir appoints new portfolio manager

ALEX BURKE  |  MONDAY, 22 JAN 2018
... Clark joined Ophir having previously held roles at Ausbil Microcap Fund, Bennelong Australian Equity Partners and Bell Potter Securities. "We're very excited to welcome Josh to the team," Ng said at the time. "Given his pedigree in previously working ...

Cromwell appoints chief capital officer

ALEX BURKE  |  WEDNESDAY, 20 DEC 2017
... Kong, where he was deputy director of research - Asia-Pacific. Prior to that, he was head of real estate research at Bell Potter Securities, co-head of global real estate at Babcock and Brown, a real estate research analyst at UBS and a portfolio manager ...

Listed advice firm loses major shareholder

ALEX BURKE  |  THURSDAY, 14 DEC 2017
... and global financial services group has sold down its stake in the company. UBS owned 15.8% of Bell Financial Group; Bell Potter Securities is acting as the broker for the trade. UBS declined to provide comment on the move. Bell FG recently reported ...

Ophir Asset Management expands investment team

EMMA RAPAPORT  |  TUESDAY, 28 NOV 2017
... Ausbil Microcap Fund and Bennelong Australian Equity Partners. Prior to this, he was a quantitative associate with Bell Potter Securities. "We're very excited to welcome Josh to the team," Ophir co-founder and senior portfolio manager Steven Ng said. ...

Penalty issued for ASX rules breach

JAMIE WILLIAMSON  |  THURSDAY, 16 NOV 2017
... stockbroking and financial advice firms was slapped with a $358,000 infringement notice by the corporate regulator. Bell Potter Securities, part of Bell Financial Group, has been ordered by ASIC's Markets Disciplinary Panel to pay the fine for breaching ...