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| | | Lonsec's rating of Arnhem Investment Management's global separately managed account was upgraded in its latest round of reviews. Arnhem's global SMA, the Australia+ SMA, is now 'Recommended' by the ratings house, with Lonsec highlighting its "highly ... |
| | | | Real estate investment management firm Qualitas is expanding its capability in direct real estate investment with the appointment of an executive director in the principal investments team. Joining Qualitas is James Kaufman. In his new role, Kaufman ... |
| | | | Investment management company Fidante Partners is continuing to expand its offering with the formation of Lennox Capital Partners. The new investment boutique, led by James Dougherty and Liam Donohue, is an Australian small-cap fund manager under the ... |
| | | | ... "Without the vision and commitment of chief executive David Elia, chief investment officer Sam Sicilia, the investment management team and the board of Hostplus, high-growth Australian ventures might struggle to build traction, create new products, jobs ... |
| | | | In an effort to extend its wholesale offering in to a broader retail advisory service, Clime Investment Management formed an alliance with one of Australia's largest non-bank financial advice dealer groups. Aligning with Futuro Financial Services, Clime ... |
| | | | ... engagement and advocacy it undertakes on behalf of long-term investors. It is owned by institutional investors BT Investment Management and Commonwealth Superannuation Corporation (CSC). |
| | | | ... strategy remains on track with growth in high net worth clients," Perpetual chief executive Geoff Lloyd said. "Investment management for private clients and not-for-profits continues to perform well with net inflows of $200 million and our managed accounts ... |
| | | | ... Investment Partners Nick Revis, Elston Asset Management Brett Sanders, Philo Capital Glenn Woolley, Intrinsic Investment Management IMAP chair Toby Potter said the key driver for the establishment of the committee is the different regulations that organisations ... |
| | | | ... the TGG board, effective immediately. Sethi is the chairman of Franklin Templeton Services LLC, providing investment management services to Franklin Templeton products globally. Sethi will serve as a non-executive director, replacing Jenny Johnson who ... |
| | | | PM Capital's former head of distribution has moved to an adviser-focused role with an investment management subsidiary of BNY Mellon. Insight Investment, which reported assets under management of about $700 billion in 2016, has appointed Rob Thompson ... |
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