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Showing 1351 - 1360 of 2662 results for "SEPA"

Pitcher Partners founder joins Contango

ALEX BURKE  |  TUESDAY, 11 JUL 2017
One of the founding partners at Pitcher Partners has taken on a new role at Contango MicroCap. Adrian Fitzpatrick, who retired from Pitcher Partners after 29 years at the firm and its predecessors, is now an independent director on Contango MicroCap's ...

Ohanessian vindicated by record Praemium inflows

ALEX BURKE  |  FRIDAY, 7 JUL 2017
Praemium chief executive Michael Ohanessian, who was recently reappointed following a board spill, said the firm's record inflows in the June quarter represent a "tangible validation of our underlying growth strategy." In Q2 2017, Praemium achieved ...

ASIC calls on NAB to improve disclosure

JAMIE WILLIAMSON  |  FRIDAY, 7 JUL 2017
An investigation by ASIC has forced NAB Group advice licensees to make corrective disclosures to customers. The corporate regulator found that NAB's dealer groups failed to disclose relationships between advisers, licensees, and other members of the ...

Platform provider grows SMA menu

JAMIE WILLIAMSON  |  WEDNESDAY, 5 JUL 2017
A platform provider has added two new managers to its separately managed accounts menu, offering advisers and their clients access to a greater range of retail managed accounts. The Netwealth menu now includes SMA portfolios from Elston Asset Management ...

Aussie large cap funds underperforming: Research

KARREN VERGARA  |  TUESDAY, 4 JUL 2017
The large cap Australian equity market is generating the toughest returns for active fund managers in years, the latest Zenith Investment Partners research shows. In the 12 months to March the sector generated 18.1% in returns, with an average rated ...

Fairfax nixes private equity buyout

ALEX BURKE  |  MONDAY, 3 JUL 2017
The two private equity firms vying for Fairfax Media have withdrawn their non-binding offers. Hellman & Friedman and the TPG Group-led investor consortium were granted access to "confidential due diligence" to determine whether a binding proposal for ...

Bennelong launches new fund, hires analyst

JAMIE WILLIAMSON  |  MONDAY, 3 JUL 2017
Bennelong Australian Equity Partners is launching a new fund, recruiting a member of the Ausbil micro-cap team to assist in its management. The new Bennelong Emerging Companies Fund will invest primarily in micro and small capitalisation stocks listed ...

ASIC clarifies IFA definitions, extends SoA deadline

JAMIE WILLIAMSON  |  TUESDAY, 27 JUN 2017
ASIC has stated its position on the use of restricted terms relating to the independence of financial advisers. Following external legal advice, ASIC has clarified that phrases such as 'independently owned', 'non-aligned' and 'non-institutionally owned' ...

XTB adds bond SMA to Macquarie Wrap

EMMA RAPAPORT  |  TUESDAY, 27 JUN 2017
XTB is expanding its pure fixed income separately managed account solution onto Macquarie Wrap. The ACBC Fixed Income No. 1 Model Portfolio was first available to financial advisers in February using Praemium SMA and SuperSMA platforms, and invests ...

Ausbil adds key MicroCap team hires

JAMIE WILLIAMSON  |  MONDAY, 26 JUN 2017
Ausbil Investment Management has made two appointments to its MicroCap team, following the departure of its star managers in April. Mason Willoughby-Thomas joins as a new portfolio manager for the Ausbil MicroCap Fund. Willoughby-Thomas was most recently ...