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Showing 191 - 200 of 925 results for "Consultants"

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 ...

Foresight Analytics acquires research firm

ANNABELLE DICKSON  |  MONDAY, 15 MAR 2021
... strategic partnership with London and Boston based Style Analytics Group which enables asset managers, asset owners and consultants to build objective and comprehensive factor analysis on markets, peers, and portfolios.

Equity Trustees wins super trustee mandate

KANIKA SOOD  |  TUESDAY, 9 MAR 2021
... sub-plans include funds like Elevate Super, Fairvine and Oracle. Aracon Superannuation was initially owned by ARA Consultants, who sold it to Xplore Wealth in October 2018. Xplore Wealth was acquired by HUB24 late last year. Equity Trustees's Aracon ...

Fund manager hires distribution director

KARREN VERGARA  |  TUESDAY, 23 FEB 2021
... director of wholesale markets Daniel Bullock and will be a key point of contact for GQG's network of wholesale asset consultants, licensees, private banks and independent wealth firms. At Vanguard, Naidu worked in business development for six years ...