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Showing 111 - 120 of 461 results for "Investment Services"

Milliman launches course correction tool for retirees

ALEX BURKE  |  TUESDAY, 10 APR 2018
... Advisers is the first firm to use Even Keel, across all of its Innova model portfolios. Milliman director of investment services Michael Armitage explained: "Milliman's model portfolio solution meets the needs of investors such as retirees who cannot ...

Industry fund names investment operations boss

KARREN VERGARA  |  WEDNESDAY, 4 APR 2018
... in 2000 and has been a member of the executive team since 2004. Her most recent role was group executive of investment services and solutions. The new senior strategic leadership role within the growing investment team will have ownership and accountability ...

Latest investment scam targets Jersey residents

JAMIE WILLIAMSON  |  WEDNESDAY, 7 MAR 2018
... regarding Focus on Market, an organisation purporting to be authorised in Australia and licensed to provide investment services. According to the JFSC, representatives of Focus on Market have been approaching Islanders offering services in relation to ...

Small cap boutique appoints investments GM from Perennial

ALEX BURKE  |  THURSDAY, 22 FEB 2018
Perennial's former general manager of investment services, who departed in January after 11 years, is taking on a new role for an Australian boutique asset manager. Brian Thomas has been appointed general manager of business and investments at Eight ...

Former Charter adviser receives permanent ban

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2018
... Charter Financial Planning, Poynter was an authorised representative of Centrepoint Wealth's Professional Investment Services for more than six years.

Fortnum recruits former Centric Wealth chief

ALEX BURKE  |  WEDNESDAY, 14 FEB 2018
... Wealth, Castensen was group managing director of private wealth advisory firm Berkley Group and head of broking investment services at Godfrey Pembroke. Castensen said: "It's wonderful to be part of such a dynamic and aligned team. I strongly believe ...

Perennial appoints institutional sales lead

JAMIE WILLIAMSON  |  THURSDAY, 8 FEB 2018
... November. Birch's appointment follows the news that the role of Perennial's long-serving general manager of investment services, Brian Thomas, was made redundant. Thomas was responsible for business strategy, global economic updates and retail product ...

Industry veteran acquires SMSF administrator

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
... Busoli has acquired Brisbane-based SMSF Alliance, a provider of SMSF and non-super administration, tax and investment services. In doing so, he has taken on the dual roles of practice principal and SMSF specialist mentor. Busoli said he intends for SMSF ...

Capital Group appoints Aussie fixed income lead

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JAN 2018
... UBS Asset Management to lead its Australian strategy. James Blair has been appointed head of fixed income investment services Asia Pacific, joining from UBS where he led the regional fixed income specialist team and Australian fixed income strategy. ...

FIIG Securities head of intermediaries departs

ALEX BURKE  |  TUESDAY, 23 JAN 2018
... brings more than 30 years' experience, having also worked for the likes of Bankers Trust and Treasury Group Investment Services. She also serves on the boards of VanEck Australia, Netball NSW, Uniting Financial Services, Bell Asset Management, Perpetual ...