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Showing 201 - 210 of 227 results for "Marsh"

OneVue introduces portfolio blocking

RUTH LIEW  |  TUESDAY, 18 AUG 2009
... has unveilled a new portfolio blocking service to its SMAs to protect the intellectual property of fund managers. Brett Marsh, head of transition strategy at OneVue, said the protection of intellectual property was one of the top concerns of fund managers. ...

BGL signs on to OneVue SMA

COMPANY RELEASE  |  MONDAY, 13 JUL 2009
... consultant - Rob McGregor - to consult on the strategies within the product. OneVue's head of transition strategy, Brett Marsh, says SMSF Invest is an SMA plus a personal investment portfolio, and will be targeted towards professionals currently servicing ...

Fiji Reserve Bank imposes credit controls

WWW.THESHEET.COM  |  FRIDAY, 17 APR 2009
... dominate financial services in Fiji. Australian insurance companies with a presence in Fiji include QBE, Fiji Care, AON, Marsh and Tower. A spokesman for ANZ said the bank would implement the new exchange controls. "These controls are similar to those ...

OneVue partners with Super Concepts

COMPANY RELEASE  |  TUESDAY, 24 MAR 2009
... administration service that allows advisers to easily meet compliance requirements and invest in a range of different assets. Brett Marsh, OneVue head of transition strategy, said the integrated service simplifies the SMSF establishment process by managing ...

Local funds hold firm on US equities

MICHAEL HOBBS AND RUTH LIEW  |  WEDNESDAY, 4 MAR 2009
Super funds are holding firm on their exposure to US equities despite the Dow Jones Index slipping below 7,000, its lowest level in more than a decade. Melbourne based investment consultancy, JANA Investment Advisers head of investment outcomes, Ken ...

Parlie inquiry into sales commissions

ALEX DUNNIN  |  FRIDAY, 27 FEB 2009
Its game on for financial advice in Australia now that Parliament has convened a fast-paced inquiry into the role advisers, commissions and regulatory gaps played in the recent spate of financial services collapses. The Inquiry's wide ranging Terms ...

SMAs champion tax time efficiency

RUTH LIEW  |  WEDNESDAY, 4 JUN 2008
... honoured when they do invest in shares as long as it is before 31 July," said Pentafin chief executive managed accounts, Brett Marsh. According to Pentafin, all deposited funds from 1 to 30 June will be applied to a mandate where the transaction costs ...

Pentafin and Direct Portfolio merger complete

RUTH LIEW  |  WEDNESDAY, 14 MAY 2008
... is a "best of breed" workflow, communications and messaging technology. Pentafin chief executive managed accounts, Brett Marsh, said the merger has placed the combined group in an enviable position within the managed accounts and funds space. "We've ...

Managed accounts hold trumpcard

MICHELLE BALTAZAR AND RUTH LIEW  |  WEDNESDAY, 30 APR 2008
... months, it has become more attractive to consider the SMA option." Pentafin OneVue Managed Accounts chief executive Brett Marsh said Lift and Opes' problems stem primarily from the breakdown of trust and the tricky clauses. But the outcome is that more ...

Telstra Super eyes distressed debt

MICHAEL HOBBS  |  WEDNESDAY, 30 APR 2008
Telstra Super has committed more funds in distressed debt strategies in the past six months, echoing industry sentiment that the time may be ripe to look at assets hit by sub-prime. Nicole Connolly, Telstra Super portfolio manager for alternative assets ...