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Showing 1231 - 1240 of 2927 results for "Phil"

Aussie equities boutique appoints portfolio manager from Schroders

ALEX BURKE  |  MONDAY, 26 FEB 2018
A boutique Australian equities manager has appointed a new portfolio manager. Sam Twidale joins DNR Capital from Schroders in London, where he was a fund manager focused on European equities. Before that, he was an equity research analyst at Citi and ...

Australian Ethical underlying profit dips despite membership surge

ALEX BURKE  |  FRIDAY, 23 FEB 2018
... saw net inflows of $341 million over the period. Commenting on the membership boost, Australian Ethical managing director Phil Vernon said: "The growth of ethical investing continues. People are demanding transparency and accountability in all aspects ...

ASIC bans Perth adviser

DARREN SNYDER  |  FRIDAY, 23 FEB 2018
ASIC banned a Perth-based financial adviser for five years following an investigation as part of the regulator's life insurance lapse data project. Philip Leake is banned from providing financial services for five years after failing to act in his clients' ...

IOOF boosts flagship platform

JAMIE WILLIAMSON  |  MONDAY, 19 FEB 2018
IOOF is increasing efficiencies for financial advisers through a raft of enhancements to its leading retail platform, including non-lapsing binding nominations. Advisers using the IOOF Pursuit platform no longer need to update binding nominations every ...

Lennox launches micro-cap fund

ALEX BURKE  |  MONDAY, 19 FEB 2018
Fidante-aligned Australian equities boutique Lennox Capital Partners is launching a new micro-cap fund. The Lennox Australian Microcap Fund will hold between 20 and 40 Australian and New Zealand companies and aims to outperform the S&P/ASX Small Ordinaries ...

Australian Ethical names new COO following restructure

ALEX BURKE  |  FRIDAY, 16 FEB 2018
... under management. Given the significant increase in members and 42% spike in net flows, Australian Ethical managing director Phil Vernon was positive about the outlook for FY18. At the time of writing, Australian Ethical was trading at $154 per share ...

Reskilling: A worthy purpose for super?

JAMIE WILLIAMSON  |  WEDNESDAY, 14 FEB 2018
A leading academic is calling for early access to superannuation for the purposes of education and retraining, especially as the risk of losing one's job to automation grows. Speaking at the opening session of the SMSF Association's 2018 National Conference ...

BetaShares and Legg Mason join forces

JAMIE WILLIAMSON  |  TUESDAY, 13 FEB 2018
A new suite of active exchange-traded funds will be made available via a long-term strategic partnership between BetaShares and Legg Mason. Under the partnership BetaShares and Legg Mason will initially launch two active ETFs with an income objective ...

Investec unveils succession plan

KARREN VERGARA  |  WEDNESDAY, 7 FEB 2018
Three of Investec's founding members will step down from their respective roles 40 years after establishing the South African bank and investment management firm. Investec Group chief executive Stephen Koseff, managing director Bernard Kantor, and risk ...

Sequoia Financial Group grows board

JAMIE WILLIAMSON  |  FRIDAY, 2 FEB 2018
Sequoia Financial Group is welcoming a new non-executive director to its board. Former Odyssey Funds Management chairman John Larsen has joined the ASX-listed wealth manager, bringing more than 30 years' experience across financial services. His appointment ...