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Showing 231 - 240 of 621 results for "Discretionary"

GQG Partners hires insto director

ELIZA BAVIN  |  TUESDAY, 28 JAN 2020
... build on the institutional market here in Australia is a very exciting prospect." GQG manages around $40 billion in discretionary and advisory assets worldwide, as at 31 December 2019, with $4 billion of that representing 30 institutional investors around ...

Aussie share funds boast stellar 2019

ALLY SELBY  |  MONDAY, 20 JAN 2020
... assets wisely. "The top quartile funds for the full year were generally overweight Healthcare, Materials, Consumer Discretionary, Industrials and Information Technology," Seck said. "BHP and Macquarie Group were among the large cap stocks carrying the ...

Family office manager hires Discovery director

KANIKA SOOD  |  FRIDAY, 17 JAN 2020
... was most recently a director at Discovery Asset Management for five years, where he covered industrials, consumer discretionary stocks, healthcare and materials. Prior to this, he was a senior analyst/portfolio manager for QIC's Australian small companies ...

J.P. Morgan wins custody mandate

ELIZABETH MCARTHUR  |  THURSDAY, 16 JAN 2020
... operational efficiencies, cost savings and new features, such as access to international markets for our managed discretionary accounts clients." The update said Xplore's group funds under administration grew 20.2% for the 31 December 2019 quarter against ...

BlackRock wakes up to climate change

ALLY SELBY  |  WEDNESDAY, 15 JAN 2020
... exit publicly-listed securities that generate more than 25% of their revenue from thermal coal production from its discretionary active investment portfolios, and by mid-2020, too. It's not known how much of their portfolio is currently weighted ...

AMPFP ceases MDA services

ELIZABETH MCARTHUR  |  WEDNESDAY, 18 DEC 2019
AMP Financial Planning has ceased providing managed discretionary account services following the imposition of tailored licence conditions by ASIC. ASIC tailored AMPFP's MDA licence conditions in March this year - the extra conditions meant a senior ...

Platform hints at aggressive expansion

ELIZABETH MCARTHUR  |  FRIDAY, 1 NOV 2019
... bringing together Xplore's four businesses - the platform, responsible superannuation entity (RSE), managed discretionary accounts and DIY super administration. "The two acquisitions we made last year, Aracon Superannuation and DIY Master have been ...

IOOF to cut bonuses, pays Kelaher millions

ELIZABETH MCARTHUR  |  TUESDAY, 29 OCT 2019
... annual report: "A key feature of [Mota's] remuneration arrangements of his chief executive role is the removal of a discretionary short-term incentive component." She added that following a review of the current remuneration framework at IOOF with independent ...

Dealer group awards investment mandate

KANIKA SOOD  |  THURSDAY, 17 OCT 2019
... California's Laguna Beach and distributed here by Contango. The mandate will sit in Lifespan's $400 million managed discretionary accounts (MDA), which uses about 20 external managers to create funds with five risk profiles for its advice clients. ...

BT Financial Group enlists research provider

ELIZABETH MCARTHUR  |  MONDAY, 14 OCT 2019
... months to March 2019. The growth has prompted increased scrutiny from regulators, with an ASIC review of managed discretionary accounts imminent. It has also prompted some in the industry to warn that potential conflicts of interest exist in managed ...