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Showing 1611 - 1620 of 2974 results for "Phil"

Trilogy Trust added to Powerwrap platform

KERRIE SYDEE  |  FRIDAY, 18 MAR 2016
The Trilogy Monthly Income Trust has been approved for inclusion on the Powerwrap platform through the Smartwrap Investment Account. The trust is designed to provide investors with exposure to the returns available from investments in loans secured ...

Research shows ethical investing at tipping point

KERRIE SYDEE  |  FRIDAY, 18 MAR 2016
... will provide greater returns. Speaking at a briefing in Sydney, Australian Ethical managing director and chief executive Phil Vernon said the rise of the conscious consumer will force the financial services industry to strongly consider divesting from ...

Legg Mason Brandywine gets nod from Zenith

MARK SMITH  |  TUESDAY, 15 MAR 2016
The Legg Mason Brandywine Global Opportunistic Fixed Income Trust has been given a Highly Recommended rating by Zenith. In its report the researcher said: "Zenith's conviction is predicated on the extensive experience of the portfolio management team ...

Wilson AM commits to Pledge 1% philanthropy movement

MARK SMITH  |  WEDNESDAY, 9 MAR 2016
Wilson Asset Management has joined Pledge 1%, a global corporate philanthropy movement that commits to donating 1% of product, 1% of equity, or 1% of employee time to improve communities around the world. Speaking at the Nexus Australia Youth Summit ...

Future Generation LIC appoints CEO

DARREN SNYDER  |  TUESDAY, 8 MAR 2016
The ASX-listed Future Generation Investment Company has appointed Louise Walsh as chief executive for a three-year term. Walsh is already chief executive at the Future Generation Global Investment Company, which is also ASX-listed, and is highly regarded ...

SMAs driving growth at fund manager Altair

MICHELLE BALTAZAR  |  MONDAY, 7 MAR 2016
Australian shares and income fund manager Altair Asset Management are seeing more demand for its managed accounts solutions, signing two major planning groups in recent months and close to wrapping up one other. Founder and chief investment officer ...

H2 Ventures scores Investec funding

DARREN SNYDER  |  WEDNESDAY, 2 MAR 2016
International banking group Investec Australia has further endorsed the growing fintech industry by committing sizable funding to venture capital firm, H2 Ventures. The investment is expected to assist H2 Ventures roll out its next round of funds as ...

UniSuper announces tax referrals as intra-fund advice grows

ALEX BURKE  |  WEDNESDAY, 2 MAR 2016
UniSuper has announced a referral partnership with tax specialist PKF Melbourne as visits to the fund's advice network have grown by 20% over the past 12 months. This partnership follows similar arrangements with estate planning specialists Mills Oakley ...

Joyce Phillips leaves in ANZ restructure

ALEX BURKE  |  WEDNESDAY, 2 MAR 2016
ANZ has announced it is simplifying its wealth management business, with group executive wealth, marketing and innovation Joyce Phillips departing in the process. The group's full year 2015 results showed the Global Wealth division contributed 8% to ...

BNP Paribas Securities Services wins mandate

MARK SMITH  |  WEDNESDAY, 2 MAR 2016
AIA has appointed BNP Paribas Securities Services as its OTC derivatives operations provider. Under the mandate, BNP Paribas will provide trade management, collateral management and trade repository reporting in Hong Kong and Singapore. "We have been ...