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Showing 121 - 130 of 337 results for "Potter"

Australian Unity appoints senior insto BDM

ALEX BURKE  |  THURSDAY, 27 OCT 2016
... where he was a vice president - business development. He has also held senior roles at NAB, Pershing LLC, BNY Mellon and Potter Warburg Asset Management. At Australian Unity, he will report to head of distribution Damen Purcell, who said: "Boyd has a ...

Nikko AM wins Aussie equity mandate

DARREN SNYDER  |  TUESDAY, 11 OCT 2016
... delivering excess returns over a long period of time using their Intrinsic Value methodology." Nikko AM head of equities, Brad Potter, said the firm was delighted to be selected by the industry super fund. "We recognise the Australian market is competitive ...

MDAs overhauled by new regulations

JAMIE WILLIAMSON  |  FRIDAY, 30 SEP 2016
... practice and demonstrates ASIC's ability to respond to innovation in the financial services industry. IMAP chairman Toby Potter said the new guide reflected the association's submission to the consultation paper, describing the updated version of RG179 ...

Managed accounts market likely bigger than thought

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2016
... indicating that the true total FUM is potentially much higher. "Managed Accounts have been growing rapidly," said Toby Potter, Chair of IMAP. "However, because they can be SMAs, or MDA's or various other legal structures, it's been hard to be sure just ...

Experts give insights at 2016 Managed Accounts Forum

JAMIE WILLIAMSON  |  SUNDAY, 11 SEP 2016
... discussion on the impact of implementing managed accounts and a wrap-up of the day's discussions, facilitated by IMAP's Toby Potter, followed by the opportunity for attendees to relax, unwind and network over drinks and canapA(C)s.

ECPAM wins mandate, grows investment team

MARK SMITH  |  THURSDAY, 8 SEP 2016
... Sam Byrnes has joined the firm in the newly created role of investment analyst. Byrnes has spent eight years with Bell Potter Securities, where his most recent position was as an institutional equities research analyst. His appointment follows a period ...

Managed accounts to disrupt fund businesses to the tune of $60bn

MICHELLE BALTAZAR  |  THURSDAY, 25 AUG 2016
... direct equities can also be substantial with some planners saving over $100k - further boosting their practice value." Toby Potter, chair of the Institute of Managed Account Professionals (IMAP), said that as more platforms and product providers invest ...

BetaShares beefs up team

MARK SMITH  |  WEDNESDAY, 6 JUL 2016
... London as a senior dealer in investments, and within the RBA's International Department. O'Connor joins BetaShares from Bell Potter Securities, where he was an associate adviser with a focus on ASX-listed equities and ETFs. The two new appointments come ...

Financial Sector Advisory Council back in action

DARREN SNYDER  |  MONDAY, 9 MAY 2016
... director equity capital markets Sarah Rennie; Westpac chief executive Brian Hartzer; AMP chief executive Craig Meller; Bell Potter Securities head of wealth management Heather Zampatti; Australian Finance Group managing director Brett McKeon; Bendigo ...

Bell Financial Group posts strong result

MARK SMITH  |  FRIDAY, 15 JAN 2016
... subsidiary, increased 18% to $10.1 million. Profit before tax (unaudited) was $1.2 million, a 200% improvement on 2014. Bell Potter Capital net revenue and profit before tax (unaudited) remained steady at around $6.5 million and $1.4 million respectively. ...