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Showing 2301 - 2310 of 2974 results for "Phil"

HOSTPLUS, IOOF allocate mandates

ELISE BURGESS  |  THURSDAY, 11 AUG 2011
Newly-licensed fund manager, Neuberger Berman Australia, has landed two mandates from HOSTPLUS and IOOF towards its global and emerging markets strategies. HOSTPLUS awarded Neuberger Berman a $90 million emerging markets equity mandate while IOOF has ...

Planners unprepared for second stage clients

ELISE BURGESS  |  MONDAY, 1 AUG 2011
Equity Trustees is preparing to acquire two niche aged care planning practices to target a new emerging class of clients, something it said the planning industry is not ready for. Equity Trustees (EQT) is in negotiations with planning practice, Paragon ...

Mercer expands with global chief investment role

ELISE BURGESS  |  WEDNESDAY, 27 JUL 2011
... of around 12 months in handing over the Asia Pacific role to Mercer Australia's senior portfolio manager, Andrew Howard. Phil Graham, Mercer Australia's senior portfolio strategist, will become deputy chief investment officer, Asia Pacific. Howard and ...

Lonsec research head exits for Morningstar

ELISE BURGESS  |  TUESDAY, 26 JUL 2011
Lonsec's general manager of research, Grant Kennaway, has resigned from the research house, effective immediately, and moved to the newly created position of head of fund research, Asia-Pacific at Morningstar. Kennaway has submitted his resignation ...

BTIM extends global presence with $10bn manager buy

MATT WOODINGTON  |  TUESDAY, 19 JUL 2011
BT Investment Management will reduce its reliance on Australian revenues by acquiring London-based J O Hambro Capital Management in a $314 million deal that gives it access to a host of new markets. J O Hambro Capital Management is a boutique active ...

Rainmaker reveals 2011 Sales & Marketing Excellence Awards

MATT WOODINGTON  |  THURSDAY, 14 JUL 2011
... voted for by their peers. Rainmaker Marketer of the Year (Superannuation) Winner: Brook Carter - AustralianSuper NOMINEES A, Phil Chapman - AMP Financial Services A, Tony Page - AXA Australia A, Amanda Irving - Challenger Rainmaker Marketer of the Year ...

DKN agrees to support IOOF takeover

ALISON BEVEGE  |  MONDAY, 27 JUN 2011
... subject to independent experts concluding that the offer was fair and reasonable and in the best interests of DKN shareholders. Phil Butterworth, chief executive of DKN Group, said the offer would come before a shareholder vote in September. "It was ...

Franklin Templeton acquires Balanced Equity, plans new fund

MATT WOODINGTON  |  TUESDAY, 21 JUN 2011
Franklin Templeton Investments has agreed to acquire Australian equities manager Balanced Equity Management and plans to launch a new fund available to retail and institutional investors. The deal transforms Franklin Templeton Australia from a $7bn ...

Count says advisers worried about IOOF offer

ALISON BEVEGE  |  MONDAY, 20 JUN 2011
... advice." Gale had previously called on Lonsdale advisers concerned about the take-over to switch to an independent operator. Phil Butterworth, chief executive of DKN, reportedly described this overture as opportunistic. Count Financial, which has 800 ...

Paragem secures new planning licensee

MATT WOODINGTON  |  MONDAY, 20 JUN 2011
Boutique financial advisory practice PWK Private Wealth Advisers has joined the Paragem Wholesale Australian Financial Services Licence (AFSL), taking the dealer group's total assets under advice to $1.3 billion. Paragem now has 13 practices under its ...