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Showing 171 - 180 of 680 results for "Records"

NZ Super Fund appoints two GMs

KARREN VERGARA  |  WEDNESDAY, 7 APR 2021
... general manager of portfolio completion, is now the general manager of risk, responsible for the risk, data services and records management teams. He joined the board as chief operating officer in 2007 and went on to become general manager of portfolio ...

Pengana portfolio managers depart

KANIKA SOOD  |  THURSDAY, 25 MAR 2021
... existing client relationships of the International Equity Strategy funds. They are confident that with their individual track records of success they will enjoy new opportunities," the two said in a joint statement. "Jordan and Steven thank Pengana ...

Treasury Group co-founder joins Mantis

ELIZABETH MCARTHUR  |  MONDAY, 8 MAR 2021
... Mantis chief executive Timothy Cheung said. "Mantis Funds might be the new kid on the block, but the expertise and track records of our executive team and board represent decades of highly successful fund distribution and strategy development. Mantis ...

Wells Fargo sells asset management business

ELIZA BAVIN  |  WEDNESDAY, 24 FEB 2021
... equity firms with experience investing in the asset management space. Wells Fargo said the two firms have successful track records of growing wealth and asset management businesses for the long term and will provide WFAM with the resources and expertise ...

HUB24 lifts inflows, profit flat

ANNABELLE DICKSON  |  TUESDAY, 23 FEB 2021
... Ord Minnett, reached $31 billion. HUB24 chief executive Andrew Alcock said the results show HUB24 continues to set new records. "Our continued investment in innovation and focus on customer service excellence has been recognised this week with the company ...

Perpetual bolsters distribution team

ELIZABETH MCARTHUR  |  THURSDAY, 11 FEB 2021
... Australia and the US, are key in helping us open up new markets and opportunities," Quaife said. "With impressive track records and deep expertise across institutional and retail markets, it's great to have Ben, Nicole and Rob join our distribution team ...

Milestone launches asset allocation tool

ANNABELLE DICKSON  |  TUESDAY, 2 FEB 2021
... product-centric asset allocation models. In addition, pControl's Investment Operations solution provides Investment Book of Records (IBOR) capabilities and middle-office automated cash allocation, rebalancing and unitisation. Milestone Group's managing ...

ASIC bans former IOOF, MLC adviser

ELIZABETH MCARTHUR  |  WEDNESDAY, 20 JAN 2021
... 2004 and 2018 found that he failed to provide financial advice that was in the best interests of clients and keep proper records. The regulator also found that he was not adequately trained and did not have a proper understanding of the requirements ...

ETF industry approaches $100bn

ANNABELLE DICKSON  |  TUESDAY, 19 JAN 2021
... to cash in on the market volatility and consequent recovery in 2020, the industry reaped the benefits breaking several records, new research shows. The BetaShares Australian ETF Review for year end 2020 revealed the industry grew to $95.2 billion, up ...

CIP Asset Management enters retail market

ELIZABETH MCARTHUR  |  TUESDAY, 8 DEC 2020
... product innovation, strong governance and building long term partnerships with our clients. We have one of the longest track records in Australian private lending markets and our team is uniquely positioned to exploit opportunities across both public ...