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Showing 141 - 150 of 375 results for "Fold"

Boutique appoints chief operating officer

KANIKA SOOD | MONDAY, 27 JUL 2020

A Melbourne boutique has hired a new chief operating officer, who has previously worked in similar roles at Perennial and Prodigy. Lewis Bearman is joining Blue Orbit Asset Management in the newly-created role effective August 4. Bearman was most recently ...

COVID-19 brings trading boom

HARRISON WORLEY | MONDAY, 22 JUN 2020

... rally," Dale said. The nabTrade executive said the firm noticed a rush to start investing throughout March, with a record six-fold jump in new applications in the week the market reached its low point. "As this rapid growth has slowed steadily, so too ...

Newgate fund starts new life

KANIKA SOOD | TUESDAY, 2 JUN 2020

Equity Trustees has handed over the management of Newgate Real Estate and Infrastructure Fund to a new manager, as Newgate Capital announces its intention to retire from the fund. Starting July 1, the fund will be folded into the Sanlam Real Assets ...

SMSF Association appoints deputy chief executive

HARRISON WORLEY | THURSDAY, 7 MAY 2020

... policy and education. SMSF Association chair Andrew Hamilton said the board was "delighted" to bring Burgess back into the fold, while chief executive John Maroney said the move would be a "boost" for both members and the wider-sector. Burgess said he ...

Global asset manager appoints local insto lead

HARRISON WORLEY | TUESDAY, 5 MAY 2020

... Pacific Andrew Hendry, and the firm's local managing director Brett Jollie, who said he was "pleased" to bring Sharma into the fold. "His appointment signals our commitment to investing in our business and growing our presence in Australia and New Zealand ...

Melbourne hedge fund quietly folds

KANIKA SOOD | FRIDAY, 24 APR 2020

A Melbourne fund manager started by former founders of RBS Morgan's ultra-high-net-worth division and backed by a family office is currently in the process of winding up. Qato Capital had three funds, in market neutral, long/short fund, and active share ...

Trading platforms see record use

HARRISON WORLEY | THURSDAY, 9 APR 2020

... amount of interest from new investors," Dale told Financial Standard. Dale said account openings had exploded, with a five fold increase in applications to join the platform. She added that investors had been taking the opportunity to buy, rather than ...

Prodigy folds, two boutiques to shut

KANIKA SOOD | WEDNESDAY, 18 MAR 2020

Steve Tucker's multi-boutique Prodigy Investment Partners is closing its doors after its joint venture partner Euroz pulled out. Tucker, who was formerly the chief executive of MLC and now runs Koda Capital, partnered with Euroz in 2014 to start ...

Perth advice firm folds

KANIKA SOOD | TUESDAY, 4 FEB 2020

A Perth-based financial advice firm had to call in liquidators, with its directors blaming a 30% fall in its business revenue after the Royal Commission among other reasons. WA Wealth Managers (and WAWM Holdings Pty Ltd, as the main related firm) was ...

Spaceship goes on executive hiring spree

HARRISON WORLEY | MONDAY, 20 JAN 2020

... c-suite level appointments, with a chief product officer, chief operating officer and chief marketing officer all joining the fold. Former Bennelong Asset Management chief financial officer Peter McHale has linked with the firm as chief operating officer ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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