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Showing 191 - 200 of 928 results for "Consultants"

Praemium chief executive exits

ANNABELLE DICKSON  |  FRIDAY, 21 MAY 2021
... The platform chief executive has suddenly left the company after almost a decade in the role as Praemium calls in consultants to review the international business. Michael Ohanessian joined as chief executive in August 2011 and was terminated by the ...

CBA launches JV for institutional tool

ANNABELLE DICKSON  |  MONDAY, 10 MAY 2021
... to the joint venture and will apply best practice data ethics and governance standards. "Commbank iQ's experienced consultants will also offer the commercial skills and sector experience to identify and unlock hidden value for a wide range of institutions," ...

Generation Life awards tech mandate

KARREN VERGARA  |  WEDNESDAY, 5 MAY 2021
... exclusive agreement to manufacture, administer and distribute its retirement income product. Most recently, Evergreen Consultants announced it is using Generation Life tax-effective structure to launch a multi-asset portfolio. Commenting on the FRS mandate ...

BetaShares opens NZ office, makes hire

ANNABELLE DICKSON  |  WEDNESDAY, 5 MAY 2021
... Smartshares where he was client director - institutional. He was responsible for developing strong relationships with asset consultants and institutional investors. Prior to this, Bentley was managing director at Remarkable Capital and head of investor ...

Evergreen partners with Generation Life

KANIKA SOOD  |  MONDAY, 3 MAY 2021
Evergreen Consultants has launched a multi-asset portfolio with 18 external managers that is implemented via Generation Life's tax-effective structure. The Evergreen Responsible Growth Model is a tax-effective investment bond that will target a ...

Institutional mandates shrink

KANIKA SOOD  |  FRIDAY, 23 APR 2021
... funds (including industry, corporate, government funds), investment managers who appoint sub-advisors and implemented consultants. By asset classes, the individual managers winning the most mandates were: Australian equities (Alphinity, Macquarie and ...

Frontier hires from UK partner

ANNABELLE DICKSON  |  THURSDAY, 22 APR 2021
... regional equity sector. Prior to LCP, Green was a senior investment analyst at Willis Towers Watson supporting the lead consultants on investment services for the defined contribution clients. Green also spent three years at Fisher Investments UK where ...

Evergreen Consultants bolsters team

ELIZABETH MCARTHUR  |  MONDAY, 12 APR 2021
Investment advisory Evergreen Consultants has made two key senior hires, including the addition of a funds management veteran. Michael Ohlsson, former chief executive of Supervised Investments, has joined Evergreen as a partner in the business and executive ...

Implemented Portfolios adds to team

ANNABELLE DICKSON  |  THURSDAY, 8 APR 2021
... individualisation to their clients at scale." In November Implemented Portfolios appointed principal of Principia Investment Consultants and former Dimensional Fund Advisers executive Steve Garth as a non-executive director.

Frontier hires from Cbus

KANIKA SOOD  |  WEDNESDAY, 17 MAR 2021
... across some less well-understood areas, but his deep experience and academic background will provide our emerging consultants with invaluable exposure to this increasingly important part of portfolio design and management." Pappas starts in the role ...