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Showing 121 - 130 of 527 results for morgan asset management

Robo advice solution set to launch

ALLY SELBY  |  TUESDAY, 22 SEP 2020
... tax benefits of a separately managed account. Assets on the platform will be liquid and held in the client's name. J.P. Morgan and HSBC are custodians of the service. "The Nucleus Wealth platform we have adopted as part of the Arrow family of options ...

Managed accounts inch to $80bn

KARREN VERGARA  |  WEDNESDAY, 16 SEP 2020
... review, Potter said, noting that being able to execute effectively in real time adds value, particularly at a time like this. Morgan Stanley predicted five years ago that managed accounts will reach $60 billion by 2020 (MDAs sat at $13 billion at the ...

VFMC director nabs global role

ALLY SELBY  |  TUESDAY, 15 SEP 2020
... associate director and portfolio manager at County Investment Management and an economist and portfolio manager at J.P. Morgan Investment Management. Meantime, Gamba is a BlackRock veteran, currently serving as its co-head of fundamental equities and ...

The fundies of tomorrow

ANNABELLE DICKSON  |  MONDAY, 14 SEP 2020
... had with their mentors. Some of the students have gone on to work or intern for firms including Antipodes, Goldman Sachs, Morgan Stanley, Credit Suisse, Nomura and Aberdeen Standard Investments. In addition, just like the rest of the world, COVID19 has ...

New research head at Centrepoint Alliance

KANIKA SOOD  |  TUESDAY, 8 SEP 2020
... solutions Kate Anderson said. Prior to IOOF, he worked at Challenger's multi-boutique business Fidante Partners and at Morgan Stanley in its investment management division. Stojanovski moves into the role after Miriam Herold left in mid-May to head investments ...

Milestone Group appoints APAC lead

ALLY SELBY  |  TUESDAY, 8 SEP 2020
... Association's executive committee, where she worked for over four years. During this time, Azer also worked for J.P. Morgan, starting with the firm as an executive director and head of global fund services and product, before being promoted as an ...

Morgan Stanley duo establishes advice boutique

KANIKA SOOD  |  THURSDAY, 20 AUG 2020
Two former Morgan Stanley financial advisers have started a new private wealth firm focused on HNW and UHNW clients. Craig Emanuel and Tim Whybourne have worked together for 10 years, at UBS and more recently, Morgan Stanley Private Wealth Management. ...

Alternative assets are the new bonds: JPMAM

ELIZA BAVIN  |  WEDNESDAY, 19 AUG 2020
Core alternative real estate assets are the new bonds, according to J.P. Morgan Asset Management, which said a well-diversified portfolio of core real assets can offer two-three times the income premium of traditional fixed income. Speaking at an online ...

New chair at Platinum Asset Management

KANIKA SOOD  |  TUESDAY, 18 AUG 2020
... (formerly Prudential Asset Management) in Hong Kong. He has worked across Australia and abroad with Bank of America, JP Morgan Investment Management, Citigroup Asset Management and BT Financial Group. He is currently also the chair of local wealth manager ...

FSC appoints four to board

ALLY SELBY  |  MONDAY, 20 JUL 2020
... Franklin Templeton's Matthew Harrison, Bell Asset Management's Nick Fels, Challenger's Nick Hamilton, JP Morgan Asset Management's Rachel Farrel, and Pendal's Richard Brandweiner to the advisory committee.