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Showing 231 - 240 of 625 results for "houses"

Former Mercer consultant launches research platform

MARK SMITH  |  MONDAY, 11 JAN 2016
... diligence. The new platform aims to speed up the time-consuming and costly round of fund manager surveys conducted by research houses by providing asset allocators with 30 asset class specific survey templates which can be customised to clients' needs. ...

FoFA end marks start of new advice era

LAURA MILLAN  |  MONDAY, 30 NOV 2015
... settled and given time to work," Assistant Treasurer Kelly O'Dwyer said, shortly after the bill passed in both Parliament houses with bipartisan support. The Greens, however, considered that "this rushed legislation was a missed opportunity to further ...

Robert Lipman re-brands, appoints MD

ALEX BURKE  |  TUESDAY, 17 NOV 2015
... move into the role of managing director in line with his extensive experience in private wealth management in investment houses such as Goldman Sachs JBWere and Investec Private Bank," Lipman explained. "Paul is an outstanding contributor to our business ...

Multi-asset funds rated high but risk disappointment

LAURA MILLAN  |  WEDNESDAY, 11 NOV 2015
In light of growing popularity among advisers, research houses have reviewed multi-asset strategies and awarded them high ratings, but warned that they are most at risk of "return disappointment." Morningstar's latest Sector Wrap-Up for multi-asset ...

Martin Currie hires small cap analyst

MARK SMITH  |  FRIDAY, 6 NOV 2015
... talent to the firm. With a strong track record of managing money, and client support from industry funds and retail rating houses during his time at Kinetic, Anthony has the ideal combination of experience. "I am delighted that he will be joining the ...

J.P. Morgan wins two custody mandates

MARK SMITH  |  THURSDAY, 22 OCT 2015
J.P. Morgan has won custody mandates from the Australian arms of two large UK-based fund houses. Invesco Australia and Aviva Investors Australia have appointed the firm to provide custodial and fund services, underscoring the firm's market leadership ...

FEATURE: Reshaping insurance

ALEX BURKE  |  THURSDAY, 22 OCT 2015
... things like a funeral or basic debt." But as members age, he says that "it rises proportionally, because as you start to buy houses and have partners and children, your liabilities increase and therefore your death insurance increases." Howard adds that ...

Maple-Brown Abbott global infra fund added to platforms

MARK SMITH  |  TUESDAY, 20 OCT 2015
... Asset Management in a partnership model which also sees the third party marketer manage relationships with the research houses and platforms. The firm's head of distribution, Alex Donald said, "The Maple-Brown Abbott GLI Fund has been hugely successful ...

PROFILE: Blue Sky managing director Mark Sowerby

MARK SMITH  |  MONDAY, 19 OCT 2015
... After travelling a bit, Sowerby eventually set about becoming a commodities trader and fired off around 100 CVs to trading houses all over the world. By his own admission he got very lucky. One day he was contacted by a fifth-generation cotton farming ...

Managed Accounts challenge to retail wealth groups

ALEX DUNNIN  |  WEDNESDAY, 30 SEP 2015
... and the fully flexible Universal Managed Account structure. These models are managed by more than 70 different investment houses including regular investment managers, researchers, brokers, managed account platform promoters and also advice groups. While ...