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Showing 101 - 110 of 1153 results for %22Professional Investment Services%22

Climate skills development needed: Research

JAMIE WILLIAMSON  |  WEDNESDAY, 7 SEP 2022
... including personal skills and skills within an organisation. The skills respondents - members of sustainable finance professional networks and industry bodies like AIST - identified as being most important were reporting and disclosure, followed by climate ...

FICAP raises over $120k for charity

CASSANDRA BALDINI  |  FRIDAY, 26 AUG 2022
... returned with something a little different, taking things down a notch with a Live & Acoustic set, drawing a crowd of 300 investment industry professionals. "Usually, we would have our RockStar event, which is a lot of fun, but we didn't feel it ...

Clime, Marcus Today form strategic alliance

JAMIE WILLIAMSON  |  FRIDAY, 19 AUG 2022
Clime Investment Management has entered a strategic alliance with Marcus Today to manage the latter's $70 million managed accounts portfolio. Under the deal, Clime will manage Marcus Today's managed accounts portfolios under the Ralton Asset ...

MLC Asset Management grows managed accounts offering

CASSANDRA BALDINI  |  THURSDAY, 18 AUG 2022
... select passive exposures, providing clients with choice. MLC general manager of direct capabilities and specialist investment services Jason Komadina said it has a long and deep history of helping advisers and their clients achieve their goals. "The ...

WA financial services director banned for six years

CHLOE WALKER  |  MONDAY, 15 AUG 2022
ASIC has banned Perth-based director Sharree Grace Hutchinson from providing financial services for six years, after she was found to have abused her power as an ASFL holder. Specifically, the regulator found that between December 2020 and January 2021 ...

JANA adds to consulting team

ELIZABETH FRY  |  FRIDAY, 5 AUG 2022
... sector, continually developing and innovating on multiple fronts. I can't think of a better place to continue my professional development," he noted. "I am looking forward to working with a team of talented and highly - capable individuals and applying ...

Holon, Gemini launch retail crypto funds

CASSANDRA BALDINI  |  THURSDAY, 28 JUL 2022
... sector. "The direct asset model is very difficult to implement because of the challenges associated with custody, professional indemnity insurance and approved product lists. A regulated managed investment scheme removes this complexity," he said.

Legalsuper hires from ART, Perpetual

JAMIE WILLIAMSON  |  TUESDAY, 26 JUL 2022
... niche market," Proebstl said. "And combining these cultural and operational attributes with legalsuper's long-term investment out-performance has further made us a 'fund of choice' for senior superannuation executives." Legalsuper is home ...

Annual IMAP awards finalists revealed

CHLOE WALKER  |  THURSDAY, 21 JUL 2022
... Managers, and Zurich Investments are the finalists in the international equities category. Judges for the awards include investment consultant veteran Brad Matthews, IMAP investment specialist David McDonald, Select Asset Management portfolio manager ...

OTC derivatives provider loses licence, executives banned

CASSANDRA BALDINI  |  THURSDAY, 14 JUL 2022
... Financial investor, who had limited knowledge of the market, losing over $400,000 after being told CFDs were a safe investment." The investigation also found that, in failing to take adequate steps to address Toyga's conduct, Sirius Financial has breached ...