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Showing 161 - 170 of 474 results for "Associates"

State Super appoints CIO

KARREN VERGARA  |  THURSDAY, 24 JAN 2019
... of portfolio strategy and risk at HESTA. Prior to that, he was managing director of global consultancy firm Wilshire Associates for more than four years. He also spent four years at the Future Fund as the head of private markets. In these roles, Gabriel ...

Frontier Advisors builds investment team

KANIKA SOOD  |  FRIDAY, 21 DEC 2018
... spent a decade at Standard and Poors, Navigator and Lincoln Indicators. Also joining the investment team are three associates. Paul Chua joins from NAB's performance and risk analytics team where he worked with industry funds. He has a CFA, has worked ...

Global manager wins super fund mandate

KANIKA SOOD  |  MONDAY, 3 DEC 2018
... of translating good ideas into a real-world portfolio." Parametric Australia is a division of Parametric Portfolio Associates that is a majority-owned subsidiary of Eaton Vance Corp.

Fiducian acquires Perth financial planning firm

KANIKA SOOD  |  MONDAY, 3 DEC 2018
... the financial planners involved in this project to grow our WA footprint." The company had 61 aligned planners and associates across Australia, as at September. It acquired $83 million of funds under advice in FY18. It turned $46 million in revenues ...

Future Fund boosts alternatives assets

KARREN VERGARA  |  THURSDAY, 8 NOV 2018
... oversee macro-directional strategies. This asset class is co-managed with 12 others, including Pendal Group, Bridgewater Associates and BlackRock Alternative Advisors. Increasing its alternatives exposure was a means to diversify at the total fund level ...

Advice is a sea of sameness

HARRISON WORLEY, MICHELLE BALTAZAR  |  WEDNESDAY, 10 OCT 2018
Addressing the AFA National Adviser Conference, chief executive and founder of Don Connelly & Associates, Don Connelly said financial advisers should look to differentiate themselves in a "sea of sameness." Connelly compared picking an adviser to selections ...

QSuper hunts for new CIO

KARREN VERGARA  |  FRIDAY, 5 OCT 2018
... in 1994. Prior to QIC, he spent several years in an investment consulting capacity with Towers Perrin and Davey and Associates. He was also a director of the Association of Superannuation Funds Australia (ASFA) from 2011 to 2017 Holzberger commented ...

FPA award finalists named

JAMIE WILLIAMSON  |  THURSDAY, 4 OCT 2018
... Planning have been named finalists in the FPA Financial Planner AFP of the Year Award. Pierce Hanlen of Hewison and Associates, Kearsten James of Sterling Private Wealth and Capital Partners' Emma Zwaan are in the running to be crowned Paraplanner of ...

Firetrail to launch $305m IPO

KANIKA SOOD  |  THURSDAY, 13 SEP 2018
... Hodgens, Blake Henricks and James Miller, who ran Maquarie's market neutral fund. The investment team and their associates will take up at least 500,000 shares ($1 million of the $304.5 million IPO) when the offer is completed. The LIC's investment ...

Pendal appoints head of distribution

KARREN VERGARA  |  MONDAY, 27 AUG 2018
... 2003 and has held several roles, including: chief executive of Morningstar Australasia; managing director, Ibbotson Associates (now Morningstar Investment Management). Prior to this, he also worked for investment research firm ASSIRT, AMP Consulting ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN  |   12:33PM
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA  |   11:56AM
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI  |   11:09AM
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA  |   12:20PM
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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