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Showing 251 - 260 of 397 results for "Investment adviser"

JANA awards $385m mandate to Californian manager

MARK SMITH  |  MONDAY, 28 APR 2014
JANA Investment Advisers (JANA) has awarded a $385 million global equity mandate Los Angeles-based asset manager Causeway Capital Management. Specifically, the mandate was awarded to Causeway's developed markets large-cap strategy Global Value Equity. ...

HNW adviser starts real return investment association

LAURA MILLAN  |  MONDAY, 17 MAR 2014
Former Fitzpatricks Private Wealth general manager Philip Reid has set up the Association of Real Return Investment Advisers (ARRIA) as a forum where advisers can share strategies and meet fund managers. ARRIA held its first round table in Sydney in ...

Lonsec launches ETF model portfolios for advisers

LAURA MILLAN  |  WEDNESDAY, 12 MAR 2014
... advisers as they realise how ETFs can be used to help their clients gain access to major asset classes," Lonsec investment adviser Geoff Beeston said. "Typical ETF investors hold financial products for over 18 months, meaning these portfolios are relatively ...

Standard Life Inv appoints investment director

MARK SMITH  |  TUESDAY, 12 NOV 2013
Global fund manager Standard Life Investments has appointed Matthew Newham as investment director. Based in Sydney, he will be responsible for developing Standard Life Investments' wholesale business across Australia and New Zealand. He commenced in ...

Republicans vote that advisers have no best interest duty

ALEX DUNNIN  |  FRIDAY, 1 NOV 2013
In scenes reminiscent of Australia's looming political debate to wind back the adviser best interest duty, the Republican-dominated Congress in the US has voted for a bill that allows advisers to act without putting their clients' best interests first. ...

ASIC concedes Trio ringleader investigation

MARK SMITH  |  WEDNESDAY, 30 OCT 2013
The Australian Securities and Investments Commission (ASIC) has been forced to concede defeat in its pursuit of the alleged ringleader of the Trio/Asterra collapse. ASIC had previously acknowledged that bringing a strong enough case against Jack Flader ...

Morningstar investment advice subsidiary makes four appointments

MARK SMITH  |  WEDNESDAY, 10 JUL 2013
... services and investment management capabilities to retail and institutional clients. Jackson was previously an investment adviser for Dixon Advisory. Finneran worked previously as a business development associate and client service officer for Merrill ...

SEC charges US adviser with pension fund theft

ALEX DUNNIN  |  THURSDAY, 13 JUN 2013
The US regulator the Securities and Exchange Commission has charged the leader of a Detroit-based investment adviser for stealing nearly $3.1 million from a public sector pension fund. The SEC alleges that Chauncey C Mayfield, who is the founder, president ...

Legalsuper appoints Towers Watson

LAURA MILLAN  |  TUESDAY, 9 APR 2013
Legalsuper has appointed Towers Watson as the asset consultant for its members' $1.9 billion investment portfolio. Towers Watson has replaced JANA Investment Advisers, which had been the fund's asset consultant since 2003, following a tender process ...

SEC consults direct to the public

ALEX DUNNIN  |  TUESDAY, 5 MAR 2013
The Securities and Exchange Commission in the US is appealing directly to the public in a review of whether to make new rules about regulatory obligations for broker-dealers and retail investment advisers. The initiative stands in contrast to Australian ...