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Showing 121 - 130 of 147 results for "Portfolio Solutions"

State Street exec jumps ship to Citi

JAMES FERNYHOUGH  |  WEDNESDAY, 3 JUL 2013
Citi has appointed State Street vice president, portfolio solutions, Sandeep Gurkhi as its new vice president, transition management and pension services. Gurkhi will be responsible for the management of portfolio transitions, derivative overlays, currency ...

OneVue adds Perpetual first SMA to platform

LAURA MILLAN  |  FRIDAY, 19 APR 2013
... account (UMA) platform. Perpetual has launched its first SMA in response to increasing adviser demand for model portfolio solutions. Retail investors will now have access to the Perpetual model portfolio as well as to customised share portfolios managed ...

MLC launches advice service for uber wealthy

MARK SMITH  |  WEDNESDAY, 23 JAN 2013
... need. The team will help build portfolios, offering comprehensive stress testing of financial outcomes. The Portfolio Solutions service will be made available to UHNW investors as well as not-for-profit organisations and other small institutions. MLC ...

Real estate suffers as Europe goes DC

MELANIE TIMBRELL  |  FRIDAY, 29 JUN 2012
... away from defined benefit schemes, according to Goldman Sachs Asset Management. Paul Trickett, head of global portfolio solutions at GSAM told a gathering in Germany that the whole DC model across Europe is under-developed in terms of asset allocation. ...

Mercer acquires Sovereign

MELANIE TIMBRELL  |  THURSDAY, 28 JUN 2012
... provide, clients will now have an opportunity to access the wider range of global and local research, advice and portfolio solutions on offer," he said. King will continue to be based in Melbourne, reporting to the global leader of Mercer's Alternatives ...

CFS upgrades its FirstWrap Platform

LINDA HAUSKEN  |  FRIDAY, 22 JUN 2012
... enhancements to its FirstWrap platform. "We have been working with advisers to continue to enhance our model portfolio solutions to make it even more efficient for them to use to manage their client portfolios. "The main theme for a number of the enhancement ...

Instos should weigh up cost of futures

MELANIE TIMBRELL  |  WEDNESDAY, 28 MAR 2012
... for longer time periods," said James Woodward, managing director of State Street Global Markets' Australian Portfolio Solutions. On examining cost benefits for institutional investors, the report says, "eligible ETF holders can utilise franking credits ...

HUB24 increases FUM by half a billion dollars

CLAIRE MCGREAL  |  FRIDAY, 17 FEB 2012
... Portfolios and the scope of services, which we plan to extend to the IFA market," said Stephen Romic, head of DFS Portfolio Solutions. The groups cited HUB24's capability to enable dealer groups to evolve as a product manufacturer, as well as the platform's ...

Russell makes senior hires

MATT WOODINGTON  |  TUESDAY, 19 APR 2011
... appointment stems from growth within the consulting business and an increased demand for more sophisticated portfolio solutions. "Our Enhanced Asset Allocation service continues to gain traction as clients seek practical responses to the impacts of trends ...

Bendigo aims to empower planners

MATT WOODINGTON  |  MONDAY, 11 APR 2011
... I'm not sure there are that many banks that have actually got that one right," said Billington. Former IOOF portfolio solutions manager Billington joined Bendigo in September 2010 and has hopes to implement lessons learned in his previous role where ...