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Showing 131 - 140 of 362 results for "Senior Analyst"

Thought leadership: Building portfolios for market crises

DARREN SNYDER  |  THURSDAY, 3 MAY 2018
... doing relative to the market," Walker says. READ: Building portfolios for market crises Morningstar Australasia senior analyst Kunal Kotwal says investor reaction times to market crises are critical to returns and the wrong choice made - based around ...

Evans & Partners vet launches new boutique, appoints distribution head

ALEX BURKE  |  THURSDAY, 12 APR 2018
... years, established Aoris Investment Management in November 2017. Before Evans & Partners, he was a global equities senior analyst at Global Value Investors, global equities managing director at Goldman Sachs and US equities analyst at Platinum Asset ...

WTW names APAC corporate risk leader

ALEX BURKE  |  TUESDAY, 27 MAR 2018
... expanded its Sydney investment team with the appointments of former BlackRock director Oliver Berry, former NAB senior analyst Kathereen Carebros and former BNP Paribas senior fund administrator Ricky Wang. At the time, WTW director of investments for ...

Zurich hires risk strategy specialist, retains OnePath brand

KARREN VERGARA  |  TUESDAY, 20 MAR 2018
... life and investments business. Crabbe's 25 years of experience spans risk, financial advice and academia. He was a senior analyst of risk research at CBA, joining in June 2013 and prior to that was a practitioner and lecturer at Kaplan. Zurich head of ...

JBWere senior analyst joins Perennial

ALEX BURKE  |  THURSDAY, 15 MAR 2018
A senior analyst at JBWere is taking on a new role at Perennial after eight years. Hugo Brettingham-Moore joins Perennial as an investment specialist on the retail distribution team in Melbourne. He originally joined JBWere in 2010 as an analyst, having ...

Reinvigorated OneVue inches up platform rankings

JAMIE WILLIAMSON  |  MONDAY, 5 MAR 2018
... well in two key areas: managed accounts and the generation of Records of Advice on-platform. Investment Trends senior analyst King Loong Choi said managed accounts are gaining traction largely among financial advisers seeking greater administrative and ...

CareSuper appoints investment manager

ALEX BURKE  |  FRIDAY, 9 FEB 2018
... managing director of Frank Russo & Associates Consulting, director of alternative investments at Russell Investments, senior analyst at Access Capital Advisers and senior portfolio manager at EquipSuper. Russo's new role follows CareSuper making two ...

Planners preferred over super for wealthier retirees: Research

ALEX BURKE  |  WEDNESDAY, 7 FEB 2018
... for assistance in reaching retirement goals. For those with a balance of less than $100,000, Investment Trends senior analyst King Loong Choi explained, they are "just as likely to seek help in achieving their retirement goals from planners as they are ...

Diversification concerns see managed funds uptake

ALEX BURKE  |  TUESDAY, 16 JAN 2018
... followed by private equity funds, private business/venture capital and commercial property," Investment Trends senior analyst King Loong Choi said. Partly because of these gaps, the proportion of investors looking to invest in managed funds over the ...

ClearView revamps life insurance platform

ALEX BURKE  |  TUESDAY, 16 JAN 2018
... relationships and maintain high satisfaction levels will benefit from lower attrition levels," Investment Trends senior analyst King Loon Choi said at the time. Blaxland-Walker argued that the integration of tele-interviewing in AQUA would enable advisers ...