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Showing 131 - 140 of 375 results for "Fold"

CBA private office head joins Mutual Trust

ANNABELLE DICKSON  |  MONDAY, 7 DEC 2020
Ralf Haase established the CPO in 2009 to develop and lead the ultra-high net worth business segment of Commonwealth Private. CBA restructured the business unit in June, folding into Commonwealth Private and making Haase redundant. Prior to his time ...

CountPlus adds former MLC practice

KARREN VERGARA  |  WEDNESDAY, 11 NOV 2020
CountPlus has added new financial advice firm to the fold that was part of MLC's Godfrey Pembroke for 19 years. Ascent Private Wealth joined CountPlus as a member firm, leaving the MLC dealer group shortly after it was acquired by IOOF. Melbourne-based ...

UBS, Insight IM win Future Fund mandates

KARREN VERGARA  |  MONDAY, 19 OCT 2020
... developed-market and emerging-market equities portfolios. In other asset classes, Sequoia Capital is new to the private equity fold, helping manage the venture and growth portfolio. Schonfeld Strategic Advisors and Dymon Asia Capital are new managers ...

BT cuts Wealth Connect

ALLY SELBY  |  FRIDAY, 16 OCT 2020
BT has proposed changes to its Wealth Connect business which could see at least 38 roles become redundant, as Westpac continues to review its wealth platform, superannuation, investments and insurance businesses. BT's Wealth Connect team provides ...

Super-backed company develops COVID treatment

ALLY SELBY  |  WEDNESDAY, 30 SEP 2020
... a rapid eradication of the virus," he said. If humans respond in a similar way, the benefits of the treatment will be two-fold, he said. "Individuals exposed to the virus would most likely rapidly eliminate it, with the treatment ensuring that the disease ...

Sanlam withdraws from 8IP relationship

KANIKA SOOD  |  MONDAY, 21 SEP 2020
Sanlam Private Wealth says it has terminated its agreement with Eight Investment Partners. In January 2019 the two entered a strategic support agreement, with Sanlam to provide middle office services to 8IP, which was founded in 2009 by Kerry Series. ...

The fundies of tomorrow

ANNABELLE DICKSON  |  MONDAY, 14 SEP 2020
... Rohan Brotherson is a member of the external relations team at ASAM. He explained the role of the external relations is two-fold - to get more mentors on board as well as more donations which are then invested. "We have identified our target audience ...

Robinhood effect steers share market

KARREN VERGARA  |  MONDAY, 31 AUG 2020
... in the thick of the pandemic. Between February and May, ASIC calculated an average of 4675 new retail traders - or a 3.4-fold increase. With Christmas around the corner and once the early access to super ends, Lee is less optimistic about the consumer ...

Clients value advice during pandemic

KARREN VERGARA  |  TUESDAY, 25 AUG 2020
... self-licensed planners. Almost a third of advisers currently hold their own AFSL or operating in a boutique AFSL, showing a two-fold increase since 2016. "More planners are heading down the self-licensing route, whether by choice or structural changes ...

AMP launches new managed portfolios

JAMIE WILLIAMSON  |  TUESDAY, 4 AUG 2020
... portfolios, expertly constructed and managed." AMP said its total managed portfolio assets under management increased four-fold in 2019, while net cashflows onto the North platform increased by more than 150% in Q1 2020, year on year.