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Showing 221 - 230 of 555 results for "Portfolio Managers"

Coolabah buys retail fund manager stake

KANIKA SOOD  |  THURSDAY, 11 JUL 2019
... given our strong growth in the retail and institutional markets." "The existing investment team comprising four portfolio managers, eight analysts and a range of operations, compliance and finance professionals will be expanded to include the four SI ...

Fidelity launches new rating system

ELIZABETH MCARTHUR  |  THURSDAY, 20 JUN 2019
... equity and fixed income research at the issuer level with the ongoing engagement undertaken by our ESG team, portfolio managers and analysts. "This gives us the opportunity to provide our clients with a truly forward-looking view of the multiple factors ...

New tax-effective Aussie shares fund

KANIKA SOOD  |  THURSDAY, 30 MAY 2019
... in May in partnership with Generation Life. "I think that one of the key elements in the tax mistakes that portfolio managers make in considering tax is during handling cash flow events such as redeeming assets. We can do this effectively inside the ...

Managed Account Awards finalists revealed

ELIZABETH MCARTHUR  |  THURSDAY, 30 MAY 2019
... Management Pearl Funds Management International Equities Loftus Peak Nucleus Wealth Pearl Funds Management Private Portfolio Managers Royston Capital Watershed Funds Management Multi Asset Class Canaccord Infinity Asset Management Resonant Shaw and Partners ...

Multi-asset SMA launches

KARREN VERGARA  |  TUESDAY, 14 MAY 2019
... capabilities, investing in both global and Aussie equities. Resonant was founded in 2017 by directors and co-portfolio managers Nick Morton and Glen Holder. It recently acquired its own AFSL and is proud to be self-licensed, the founders said. The managers ...

Perennial signs small-mid caps boutique

KANIKA SOOD  |  FRIDAY, 10 MAY 2019
... responsible for marketing the Fairlight fund and providing back-office and distribution functions, allowing the portfolio managers to focus on gaining the best risk-adjusted returns for investors." Murray said Perennial sees the move as the start of ...

Lonsec to acquire in-house managed account offerings

HARRISON WORLEY  |  TUESDAY, 7 MAY 2019
... advisers to focus on their clients' needs and aspirations while leaving the investment process to specialised portfolio managers."

SUPER Recruiters adds executive director

KARREN VERGARA  |  MONDAY, 6 MAY 2019
... director. SUPER Recruiters welcomed Sally Humphris, who until recently was a senior sales executive at Private Portfolio Managers. Prior to PPM, Humphris was the head of sales at Ignition Wealth and has also been a director of The Dawson Partnership ...

Watermark closes chapter on global equities

KARREN VERGARA  |  WEDNESDAY, 24 APR 2019
... Watermark flagged in January it will liquidate its international exposures and focus on Australian equities. Portfolio managers Hamish Chalmers and Nick Cameron left the business, while global equities Harvey Migotti remained until the transition was ...

AMP, IOOF: Saved by ESG

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 APR 2019
... approach and, as such, is carried out by the people with day-to-day responsibility for investment decisions - our portfolio managers," the report states.