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Showing 1391 - 1400 of 8747 results for "SYD"

Boutique portfolio manager to retire

KANIKA SOOD  |  FRIDAY, 22 NOV 2019
A Sydney small caps boutique has appointed a new co-portfolio manager, as its founder and chief investment officer announces his retirement plans. Frank Villante will retire from Celeste Funds Management in November 2021. As a result, Celeste is promoting ...

How personality tests add value in advice

ELIZABETH MCARTHUR  |  THURSDAY, 21 NOV 2019
Two financial advisers in Sydney say they are on to the next big thing - helping clients succeed through rigorous, double-blind, scientifically backed personality tests. Tristan Scifo and Harry Goldberg at Purpose Advisory offer Personality Typing Coaching ...

CBRE snaps up future Zurich headquarters

ELIZA BAVIN  |  WEDNESDAY, 20 NOV 2019
CBRE Global Investors has acquired the future headquarters of Zurich Australia for $350 million. The North Sydney building is still under construction and being developed by Zurich Insurance Group to house the headquarters of Zurich Financial Services ...

Chief economist update: Reversal of fortune

BENJAMIN ONG  |  WEDNESDAY, 20 NOV 2019
Over the past few months, I've been singing sad songs about the Australian economy and the need for the Reserve Bank of Australia (RBA) and the Morrison government to do more to reverse the slowing momentum in economic activity in this 'Lucky ...

Governance experts join boutique

ELIZABETH MCARTHUR  |  TUESDAY, 19 NOV 2019
Two well-known governance experts have joined MGD, a growing boutique financial services firm. Michael Drew has been appointed as chief investment officer and director and Adam Walk will join the firm as director, investment advisory. In their new roles ...

IRESS wins technology mandate

KANIKA SOOD  |  TUESDAY, 19 NOV 2019
An international stockbroker with offices in Sydney and Melbourne has integrated with IRESS for trades in global equities and ETFs. PhillipCapital is eyeing ease of access to international securities for Australian financial advisers and their clients ...

FS Roundtable: Striking the perfect balance

KARREN VERGARA  |  THURSDAY, 14 NOV 2019
The current climate is pushing the importance of asset allocation to the forefront of building robust portfolios, prompting investment experts to think outside the box of traditional assets. Karren Vergara writes. The importance of making the right ...

Superannuation expert joins law firm

KANIKA SOOD  |  THURSDAY, 14 NOV 2019
A Sydney firm that provides compliance support to financial advisers has hired a former APRA and Colonial Financial Planning professional as its special counsel for superannuation. Maria Siu is joining SUPERCentral, and will also work with its legal ...

Sydney boutique heads for Chi-X

KANIKA SOOD  |  WEDNESDAY, 13 NOV 2019
A boutique founded by former Kapstream portfolio manager is gearing up to list three strategies as ETFs on Chi-X. Daintree Capital has partnered with distributor eInvest to list the funds. They will have three risk profiles and return targets of 0.5% ...

TCorp launches new bond

ELIZABETH MCARTHUR  |  WEDNESDAY, 13 NOV 2019
TCorp, the investment and financial management partner for the NSW public sector, is launching a new bond. The 1.25% sustainability bond issue proceeds are earmarked to finance a combination of green and social assets. The pool of projects has already ...