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Showing 151 - 160 of 312 results for "JBWere"

JBWere appoints philanthropic services head

ALEX BURKE  |  WEDNESDAY, 2 SEP 2015
JBWere has appointed a new head of philanthropic services. Shamal Dass has been with the philanthropic services team since 2012; up until his new appointment he was a director. Prior to that, he was head of sales - trustee and fiduciary services at ...

SMAs ideal for low-touch clients

ALEX BURKE  |  THURSDAY, 27 AUG 2015
... for clients with lower balances from both a practice management and client outcome perspective, according to research by JBWere. The JBWere/Investment Trends 2015 SMA Report, based on an online survey of 671 financial planners, suggests that the number ...

New SMAs at MLC increasing exponentially

DARREN SNYDER  |  TUESDAY, 21 JUL 2015
... have had a combined intake of more than $7 million since their launch in May. The launch of the Antares Listed Property, JBWere Listed Fixed Income and Redpoint Industrials options have increased MLC's SMA suite to 15 portfolios, ranging from investments ...

Shaw on recruitment drive after restructure

ALEX BURKE  |  THURSDAY, 9 JUL 2015
... institutional equities. Prior to his appointment he held positions at CIMB Australia, Morgan Stanley Australia, Citi and JBWere. Before joining Shaw as head of equity capital markets, Marlon Freeman held roles at Deutsche Securities, ABN Amro Rothschild ...

SG Hiscock appoints head of research

STAFF WRITER  |  WEDNESDAY, 10 JUN 2015
... research division. He has over 16 years' experience in institutional equity research in Australia and the United Kingdom with JBWere and Goldman Sachs, as well as seven years in professional services. "The primary goal for SGH20 is to achieve a consistent ...

PIMCO appoints former Lonsec CEO

STAFF WRITER  |  THURSDAY, 28 MAY 2015
... additional positions including five years at JPMorgan London in a variety of fixed income analytical roles, and five years at JBWere Capital Markets as a money market dealer.

SMA usage climbs

ALEX BURKE  |  THURSDAY, 30 APR 2015
... One in five (20%) financial advisers are now using separately managed accounts for investors, according to research by JBWere and Investment Trends. This is the highest level of usage recorded, indicating both the growing client preference for the transparency ...

Koda Capital nabs more JBWere execs

LAURA MILLAN  |  TUESDAY, 17 MAR 2015
... Newly-established private wealth management firm Koda Capital has appointed two partners from National Australia Bank-owned (NAB) JBWere. Koda Capital was established late last year by former MLC chief executive Steve Tucker and former JBWere chief executive ...

ANZ to launch $750m hybrid capital offer

LAURA MILLAN  |  TUESDAY, 27 JAN 2015
... Sachs, J.P. Morgan, Morgans, Morgan Stanley and UBS have been appointed as joint lead managers of the issuance. Bell Potter, JBWere and Ord Minnett have been appointed as co-managers on the transaction.

Philanthropic fund establishments return to pre-GFC levels

LAURA MILLAN  |  TUESDAY, 6 JAN 2015
... 2008. As many as 150 PAFs were established in Australia during 2014, compared to around 80 the year before, according to a JBWere report. The number of PAFs started in 2014 is the highest since 2008, when 160 funds were established. The global financial ...