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Showing 131 - 140 of 512 results for "Davis"

FEAL and T. Rowe Price launch national resilience program

MARK SMITH  |  TUESDAY, 12 AUG 2014
The Fund Executives Association (FEAL) and global asset manager T. Rowe Price have launched a "national resilience program" to foster sustainable leadership within the funds management industry. FEAL chief executive Joanna Davison said the initiative ...

Latest Financial Standard issue available on the iPad app

STAFF WRITER  |  MONDAY, 11 AUG 2014
... accounts in the first of a two-part special. We also profile Australian Unity Personal Financial Services chief executive Steve Davis look at the opportunities for advisers in 'digital advice.' You can read these articles on your iPad by downloading ...

Australia's unit trust dictum is killing the funds industry

ALEX DUNNIN  |  FRIDAY, 8 AUG 2014
... doesn't need to offer tax concessions and subsidies but clarity about its tax position, said Nikki Bentley, partner at Henry Davis York lawyers. Australia is also held back by its Anglo-sphere view of global tax structures that implicitly assumes investors ...

Premium hires former IOOF exec for compliance role

ALICE URIBE  |  WEDNESDAY, 30 JUL 2014
... while at IOOF.A He also spent two years at Count Financial as a compliance auditor. Premium chief executive Paul Harding-Davis said: "Johan is part of the new generation of wealth management professionals who have majored in financial planning as part ...

Australian Unity in talks to buy Premium Wealth Management

ALICE URIBE  |  FRIDAY, 25 JUL 2014
... Australian Unity. Commenting on the potential acquisition, Australian Unity Personal Financial Services chief executive Steve Davis told Financial Standard that the potential acquisition was part of a move to have a "stronger presence in the accounting ...

Australian Unity added 14 planning practices in a year

MARK SMITH  |  THURSDAY, 17 JUL 2014
... the fact we are not a bank or life insurance company," Australian Unity Personal Financial Services chief executive Steve Davis said. Davis said the Accountant Partnership Program currently has relationships with over 300 accounting firms-most of whom ...

Premium appoints head of network development

MARK SMITH  |  WEDNESDAY, 2 JUL 2014
... practice development and will be a valuable asset to Premium as we grow the business," Premium managing director Paul Harding-Davis said. "Premium's experience, systems and accreditation offers small and medium practices, in particular, an attractive ...

Credit Suisse named best UHNW bank in Australia

MARK SMITH  |  THURSDAY, 26 JUN 2014
... Award: Bank of Melbourne Private - Sam Matarazzo Outstanding New Relationship Manager Award: Commonwealth Private - Lisa Davis Outstanding Wealth/Investment Adviser Award: Commonwealth Private - Michael Pilkington Outstanding New Wealth/Investment Adviser ...

Zenith launches range of retirement portfolios

MARK SMITH  |  WEDNESDAY, 25 JUN 2014
... Professional Indemnity insurance frameworks," Zenith associate director and manager of Zenith's Retirement Portfolio solutions Ben Davis said. "Within the six implementable Retirement Models, retirees will be provided with options to address the requirements ...

Dynamic approach key to low volatility investing

MARK SMITH  |  WEDNESDAY, 4 JUN 2014
... of Technologies chief executive and CIO Adrian Banner and MFS Investment Management institutional portfolio manager Dino Davis warned that low volatility investing is not as easy as simply investing in low volatility stocks. "Volatility is dynamic," ...