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Showing 231 - 240 of 628 results for "houses"

Legg Mason Brandywine gets nod from Zenith

MARK SMITH  |  TUESDAY, 15 MAR 2016
... value proposition. We are delighted that our Fund has received the highest rating from one of Australia's leading research houses." The Legg Mason Brandywine Global Opportunistic Fixed Income trust is available on BT, AMP, IOOF, MLC, Navigator, netwealth ...

Industry fund doubles investment team

DARREN SNYDER  |  FRIDAY, 11 MAR 2016
... markets, regulatory change and managing for positive retirement outcomes. "The model is unique in that the investment team houses traditional investment activities, as well as investment operations and retirement outcome research," Bell said. "This creates ...

Pan-Tribal appoints head of business operations

ALEX BURKE  |  WEDNESDAY, 24 FEB 2016
... in February 2015, Angliss will oversee third-party partnerships and relationships with regulators, licensees, research houses and platforms. "Sarah has a diverse background and strong understanding of investments, superannuation, and industry trends. ...

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 ...