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Showing 251 - 260 of 1960 results for "San"

AFA Practitioner Community appoints new leaders

KARREN VERGARA  |  THURSDAY, 10 FEB 2022
The Association of Financial Advisers welcomed a new chair and deputy chair to its Practitioner Community. AFA Group Wealth founder John Cachia was named chair, while Mazi Wealth founder Deline Jacovides serves as deputy chair. "Our key role is to be ...

GAM partners with Liberty Street

ELIZABETH MCARTHUR  |  TUESDAY, 8 FEB 2022
GAM Investments announced that it has entered a strategic partnership with Liberty Street Advisors. Liberty Street is a private market investment firm focussed on late stage, high-growth innovation companies. Through the new partnership, GAM plans to ...

New study on precious metal hedge

ELIZABETH MCARTHUR  |  FRIDAY, 4 FEB 2022
New research has taken a fresh look at the often-debated topic of how precious metals act as a hedge and/or diversifier in equity portfolios. Jose Arreola Hernandez from Rennes School of Business in France and Sang Hoon Kang and Seong-Min Yoon from ...

AFA opposes clean record requirement

JAMIE WILLIAMSON  |  THURSDAY, 3 FEB 2022
The Association of Financial Advisers (AFA) has said it does not support the 'clean record' requirement proposed within the government's new policy paper on education standards, citing the untested single disciplinary body. Under the proposed changes ...

New client group lead at AXA IM

KARREN VERGARA  |  TUESDAY, 25 JAN 2022
AXA IM Alts appointed a new client group lead as the alternatives fund manager ramps up its regional presence. Sandra Lee steps into the newly created role of head of client group for Asia. Lee most recently ran her own investment consultancy that advises ...

American Century introduces small-cap fund

KARREN VERGARA  |  WEDNESDAY, 19 JAN 2022
American Century has launched a global small-cap fund targeting Australian wholesale investors. The American Century Global Small Cap Fund is actively managed, investing in companies operating in developed and emerging countries. It tracks the MSCI ...

REIT changes fund manager

KARREN VERGARA  |  MONDAY, 17 JAN 2022
A $3.6 billion real estate investment trust appointed a new lead to serve as fund manager and chief executive. Charter Hall's Retail REIT (CQR) today announced Ben Ellis takes over the reins from Greg Chubb, who resigned to assume a senior role at the ...

CFP Board welcomes new chair

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
The professional body for personal financial planners in the US welcomed its new chair this year. Kamila Elliott took the helm of the CFP Board, becoming the first African American to serve as the chair. Elliott is currently the president of Grid 202 ...

Morningstar to buy Praemium for $65m

CHLOE WALKER  |  WEDNESDAY, 22 DEC 2021
Praemium has agreed to sell its international business to Morningstar for £35 million (A$65.1 million). The international business includes Praemium's operations in the United Kingdom, Jersey, Hong Kong, and Dubai. The sale of its business will allow ...

Charter Hall acquires 50% of Paradice

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 DEC 2021
... its global small caps fund. The firm has 26 investment professionals, 51 employees total and offices in Sydney, Denver, and San Francisco. Charter Hall said it considers Paradice's business model scalable and that it will expand Charter Hall's investible ...