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Showing 101 - 110 of 255 results for "Shaw"

IMAP to recognise managed accounts excellence

JAMIE WILLIAMSON  |  TUESDAY, 10 JUL 2018
... Bennelong Australian Equity Partners DFS Portfolio Solutions DNR Capital Macquarie Investment Management SG Hiscock & Company Shaw and Partners Australian Equities Small Cap 8ip Pearl Funds Management Macquarie Investment Management Watershed Funds Management ...

Shaw and Partners shelves managed accounts partnership

KANIKA SOOD  |  MONDAY, 25 JUN 2018
Shaw and Partners, an investment and wealth management firm with $15 billion in assets under advice, has scrapped current plans for its potential managed accounts partnership with an ASX-listed provider. In its most recent business update, Managed Accounts ...

Industry stakeholders welcome PC report

JAMIE WILLIAMSON  |  WEDNESDAY, 30 MAY 2018
... ultimately falls short of what is needed as it is voluntary and not actually enforceable. Maurice Blackburn principal Kim Shaw said the report supports calls for a binding code, enforceable by ASIC, with standard definitions and appropriate transparency. ...

AustralianSuper boosts digital capabilities for engagement

JAMIE WILLIAMSON  |  TUESDAY, 10 APR 2018
Australia's biggest industry superannuation fund is seeing greater member engagement by way of its recently launched chatbot and new in-app messaging capability. Having launched in December 2017, AustralianSuper's partnership with digital messaging ...

L1 Capital prepares for LIC IPO

JAMIE WILLIAMSON  |  TUESDAY, 20 FEB 2018
... 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 new investors, its listed counterpart will provide ...

MGP partners with fintech for adviser solution

ALEX BURKE  |  TUESDAY, 13 FEB 2018
... at advisers, mortgage brokers and super funds and, according to Moneysoft head of technology and commercial operations Jon Shaw, they "[enable] advisers to focus on developing strong personal relationships as a basis for providing advice. Those system ...

Former Fidelity consultant joins Legg Mason

ALEX BURKE  |  WEDNESDAY, 31 JAN 2018
... was the national sales manager of wholesale sales. Prior to joining UBS, he was an equity and derivative sales manager with Shaw Stockbroking, and worked in hedge fund and derivative sales at Phillip Capital. At the time, Sowerby commented: "We have ...

Praemium chief flags UK pensions investments after record inflows

ALEX BURKE  |  WEDNESDAY, 10 JAN 2018
... introduced international securities on its Australian separately-managed account platform; added 16 new model portfolios from Shaw and Partners, Joseph Palmer, State Street and Evans & Partners; and readed its international platform to meet the EU's ...

AustralianSuper embraces goals-based advice

JAMIE WILLIAMSON  |  TUESDAY, 9 JAN 2018
Australia's largest superannuation fund is making the switch to goals-based financial advice. Speaking to Financial Standard, AustralianSuper group executive, member experience and advice Shawn Blackmore said the $120 billion fund has started to integrate ...

Praemium solution signs first client

KARREN VERGARA  |  WEDNESDAY, 29 NOV 2017
... execution through its equities business. Praemium also expanded its SMA offering, adding 16 new model portfolios - eight with Shaw and Partners, four with Joseph Palmer, three with State Street and one Evans and Partners. The total number of model portfolios ...