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Showing 141 - 150 of 153 results for "Rothschild"

Treasury Group, Campbell Boag partnership establishes new boutique fund

... distinguished track record in funds management in the Australian market, and previously was head of smaller companies at Rothschild Australia Asset Management. "Campbell has an excellent reputation and we are pleased to have reached agreement with an ...

Barclays boosts Adviser Services team

... Leah will play a key role in communicating it to financial planners." Ms Waldie joins Barclays from BT Financial Group/Rothschild Asset Management, where she worked for over seven years in various business development and retail distribution roles including ...

BT small caps rated three stars by Morningstar

... (GARP) value investment process in its latest assessment of the Westpac-owned fund. The rating assessed the Sagitta-Rothschild Smaller Companies Fund as the retail flagship fund for the analysis, and cited the sufficient continuity among the fund's investment ...

Growth style fightback continues in April: Mercer

... Mercer's latest Pooled Fund Survey. The Russell PST Growth fund led the way with a return of 4.6%, ahead of the Sagitta Rothschild Balanced fund (4.0%) and the BT Retirement and Barclays Diversified Growth funds (both 3.8%). It was also a good month ...

Pooled super trust funds down 14.4%: Dexx&r

... BT recorded the highest loss for of 53.89%, pushing FUM down to $933 million with 1.80% of the market share. Sagitta Rothschild lost 53.27% for the year, leaving it with $1.03 billion in funds and 1.98% of the market share. Merril Lynch lost 48.22% ...

Growth funds record highest returns since October 2001: InTech

... region which struggled was Japan, which returned 0.2%. Of the fund managers, all had positive returns with Sagitta Rothschild (4%) on top in April, while BGI (3.8%), BTFM (3.8%), HSBC (3.7%), Merril Lynch (3.6%), ING and Invesco (both 3.5%) also had ...

Zurich adds Rothschild's Coggan to managed funds team

... intermediaries," said Rod Hudson, Zurich's head of retail and wholesale business. Coggan has spent the past four years with Rothschild in institutional and retail marketing. "Melissa has been appointed to the new role primarily to support the retail ...

Assirt gives mixed rating to BT Funds Management

... allocation. This is Assirt's first rating of the company following the integration of Westpac, BT Funds Management and Rothschild Asset Management. The research house said that it was concerned about BT's listed property succession planning and lack ...

Strategic replaces Sagitta with SG Hiscock and Credit Suisse

Master trust provider Strategic Capital Investments Australia has dropped Sagitta-Rothschild as an active mandate manager from its Listed Property pool and replaced it with the Credit Suisse Property Fund and the SG Hiscock Professional Investor Listed ...

Morningstar upgrades BT global equities, downgrades property

... said. However the loss of personnel in both BT's separate listed property trusts (LPT), offered formerly by Sagitta-Rothschild and Principal respectively, has led to the downgrade in the LPT sector, Morningstar said. On April 8, Principal announced that ...