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Showing 1411 - 1420 of 1663 results for Ruth Liew

Private wealth managers bank on CRM

RUTH LIEW  |  WEDNESDAY, 30 APR 2008
The need for bigger and better integrated customer management technologies is on the increase as private wealth managers jostle for a bigger share of the high net worth investors market. Eric Moore, director of sales and marketing at StayinFront Australia ...

Emerging market funds to be rated on sustainability

RUTH LIEW  |  WEDNESDAY, 30 APR 2008
Emerging markets (EM) fund managers may soon have to incorporate better environmental, social and governance (ESG) strategies into their investments if they wish to receive a high sustainability rating from the World Bank. IFC, the private sector division ...

Macq, Contango and Patriot lead small caps table

RUTH LIEW  |  TUESDAY, 29 APR 2008
Macquarie, Contango and Patriot have reached the top of the Zenith ranks - climbing from recommended to highly recommended for their small cap funds following the ratings house's sector review. Zenith Investment Partners' 2008 Australian small companies ...

CFS FirstChoice expands investments options

RUTH LIEW  |  TUESDAY, 29 APR 2008
Colonial First State's (CFS) FirstChoice bumps up its investment menu with eight 'defensive' investment options including infrastructure, income and 130/30. "This year, more defensive options have been added in response to a more volatile market including ...

Multiport buys Super Outsource

RUTH LIEW  |  MONDAY, 28 APR 2008
Managed accounts and portfolio administration provider Multiport has snapped up SMSF business, Super Outsource. Multiport officially acquired 100 per cent of Super Outsource in March, and is currently in the process of transitioning clients across to ...

Aviva buys Madison Harbor Capital

RUTH LIEW  |  MONDAY, 28 APR 2008
Aviva plc has confirmed it is acquiring the assets of Madison Harbor Capital, a US real estate multi-manager that participates in over $26 billion of real estate deals. Ed Casal and Russ Bates, the founders of Madison, along with the rest of the firm's ...

Macq rebates $4m

RUTH LIEW  |  MONDAY, 28 APR 2008
Macquarie Wrap has passed back $4.08 million in fund manager rebates to its investors during the 2007 calendar year. Macquarie Wrap head of product Doug Chang said that the firm has worked with fund managers on its investment menu to negotiate better ...

Praemium and COIN connect

RUTH LIEW  |  THURSDAY, 24 APR 2008
Listed portfolio administration firm PrA|mium has launched a new interface between V-Wrap - PrA|mium's online portfolio administration service - and COIN's financial planning suite. PrA|mium claims the interface will minimise the re-keying of data between ...

Portfolio Partners appoints BD head

RUTH LIEW  |  THURSDAY, 24 APR 2008
Sylvia Falzon has been appointed head of business development at Portfolio Partners. Falzon's appointment follows Aviva's announcement last month that it was merging ten of its global asset managers under one banner, Aviva Investors. As head of business ...

Big Day Out for advisers

RUTH LIEW  |  THURSDAY, 24 APR 2008
Advisers returned to their offices armed with a bundle of new ideas and strategies following Tuesday's Advisers Big Day Out (ABDO). The event in Sydney saw 140 advisers learn from representatives of Opus Capital, Aberdeen Asset Management, Franklin ...