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Showing 241 - 250 of 296 results for "Walsh"

Fin advice satisfaction down: Lifeplan

COMPANY RELEASE  |  WEDNESDAY, 3 JUN 2009
... this age group - their youngest clients and those closest to retirement - to adjust to the market condition," said Matt Walsh, Lifeplan Funds Management general manager of strategy and Development. The University of Adelaide's International Centre for ...

Karara pulls retail strategy

MICHAEL HOBBS  |  WEDNESDAY, 27 MAY 2009
... November last year to focus entirely on Australian equities and become wholly owned by Slack and ex-Invesco employees Rohan Walsh and Luke Sinclair. The Karara Wholesale Australian Equities fund lost more than 26 per cent over a one year period to March ...

Merger plans for AUI and Lifeplan

COMPANY RELEASE  |  MONDAY, 11 MAY 2009
... Adelaide, which is important to many of our members," said Lifeplan managing director, Chris Wright. Wright also announced Matt Walsh as his successor for the Lifeplan business, having last year informed the Lifeplan board that he would be retiring in ...

US advisers keen on equities

COMPANY RELEASE  |  TUESDAY, 10 MAR 2009
... optimism among US advisers, with four out of five advisers expecting the stockmarket to be higher by the end of the year. Peter Walsh, Putnam Investments in Australia, said from his discussions with Australian based financial advisers, it is a similar ...

XPLAN tops planners' list

RUTH LIEW  |  TUESDAY, 3 MAR 2009
... advisers are seeking simplicity and efficiency, and are strongly focused on enhancing client relationships," said Andrew Walsh, general manager of IRESS' wealth management software division. "Wealth management and protection operations require tightly ...

Perpetual appoints new staff, Walsh exits

RUTH LIEW  |  FRIDAY, 13 FEB 2009
Perpetual has appointed new staff to its institutional sales and service team, while senior executive Justin Walsh resigns. Daniel Campbell has been promoted to general manager for global equities institutional sales and service, Asia Pacific. Campbell ...

Quant and quals brave the bear

RUTH LIEW  |  MONDAY, 1 DEC 2008
... crisis? According to two industry experts, both have had their share of joy and pain surviving the second half of 2008. Rohan Walsh, partner and fund manager of qualitative boutique Karara Capital, told the audience of a Russell manager luncheon last ...

SmartStream appoints Walsh

RUTH LIEW  |  FRIDAY, 28 NOV 2008
SmartStream Technologies has appointed Mike Walsh as channel partners director to its Asia Pacific team. Walsh will be responsible for managing existing and recruiting new industry partners to assist in building on SmartStream's presence in the region. ...

Karara restructures for Aus eq focus

RUTH LIEW  |  THURSDAY, 13 NOV 2008
... new business will be wholly owned by its employees with managing partner David Slack along with ex-Invesco employees Rohan Walsh and Luke Sinclair as its directors. Karara also hired a new investment manager, Shan Delphine, who was previously employed ...

Lifeplan keeps it in the family

MICHAEL HOBBS  |  THURSDAY, 2 OCT 2008
... company status. The investment structure provides more than 50 investment options from 11 Australian fund managers. Matt Walsh, Lifeplan's general manager strategy and development, said usually when an adviser's client dies, the will or the courts, distribute ...