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Showing 171 - 180 of 697 results for "Investment products"

Evergreen partners with Generation Life

KANIKA SOOD  |  MONDAY, 3 MAY 2021
... year launched a r ating house Evergreen Ratings which analyses closed-ended, wholesale, illiquid and listed investment products, as well as property syndicates, private equity, venture capital and hedge funds.

Koda Capital adds director

ELIZABETH MCARTHUR  |  WEDNESDAY, 21 APR 2021
... the Commonwealth Bank. Prior to that, she had a 13-year career at UBS where she was head of capital markets, investment products and services for UBS Wealth Management in Australia. Schibrowski was also an executive board member at Crestone after it ...

Aussies to lose $100m to fraudsters

KARREN VERGARA  |  THURSDAY, 1 APR 2021
... contact and provision of a fake Vanguard prospectus designed to convince victims to purchase non-existent investment products. The Australian Financial Complaints Authority alerted consumers of the spike in finance-related scams, which made up 23% of ...

Vanguard targeted in bond fund scam

KANIKA SOOD  |  WEDNESDAY, 31 MAR 2021
... contact and provision of a fake Vanguard prospectus designed to convince victims to purchase non-existent investment products," Vanguard said in a statement. Previously Citi and IFM Investors had fake prospectuses of bond funds circulated in their names. ...

Clime revamps strategy

ELIZABETH MCARTHUR  |  WEDNESDAY, 31 MAR 2021
... of the project, as is an overall product consolidation effort and increased platform availability for Clime investment products. By the end of June, Clime says it will improve security and IT systems, upgrade Clime Direct and roll out client experience ...

Foresight Analytics acquires research firm

ANNABELLE DICKSON  |  MONDAY, 15 MAR 2021
... services will provide significant value to clients as they rely on data and human insights to navigate complex investment products and strategies in the market. "Foresight Analytics is challenging the incumbency of existing investment ratings providers ...

Mawhinney not dishonest, just irresponsible: ASIC

ELIZABETH MCARTHUR  |  FRIDAY, 12 MAR 2021
... "technically wholesale" is meaningless. ASIC is seeking to ensure that Mawhinney can not raise any funds for any investment products for the foreseeable future. The lawyer for ASIC said Mawhinney had not been cooperative with the regulator. "He was not ...

Boutique buys back Montgomery stake

KANIKA SOOD  |  WEDNESDAY, 10 MAR 2021
... Fidante] are both businesses to be admired. We certainly think we have the ability to identify outstanding investment products for Australian," he said in response to if the firm aims to build a multi-boutique business. Montgomery's head of distribution ...

Metrics launches NZ fund

ANNABELLE DICKSON  |  WEDNESDAY, 3 MAR 2021
... we wanted to look for opportunities not only to lend to New Zealand companies but also to create innovative investment products for New Zealand investors," Lockhart said. The fund invests in loans to a wide range of borrowers such as including public ...

VanEck readies new ETF

KANIKA SOOD  |  WEDNESDAY, 24 FEB 2021
... drive it," Neiron said. "Investors are demanding action on climate change and increasingly they are demanding investment products that facilitate a lower carbon future. CLNE responds to this need."