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Showing 11 - 18 of 18 results for "Brett Marsh"

ETFs boom on SMA model portfolios

MARK SMITH  |  WEDNESDAY, 10 APR 2013
... usefulness of ETFs for gaining quick access to a range of assets. OneVue chief executive of strategic relationships Brett Marsh said ETFs are a popular access point for both self-directed and adviser-assisted investors, but the new research shows their ...

OneVue introduces portfolio blocking

RUTH LIEW  |  TUESDAY, 18 AUG 2009
... has unveilled a new portfolio blocking service to its SMAs to protect the intellectual property of fund managers. Brett Marsh, head of transition strategy at OneVue, said the protection of intellectual property was one of the top concerns of fund managers. ...

BGL signs on to OneVue SMA

COMPANY RELEASE  |  MONDAY, 13 JUL 2009
... consultant - Rob McGregor - to consult on the strategies within the product. OneVue's head of transition strategy, Brett Marsh, says SMSF Invest is an SMA plus a personal investment portfolio, and will be targeted towards professionals currently servicing ...

OneVue partners with Super Concepts

COMPANY RELEASE  |  TUESDAY, 24 MAR 2009
... administration service that allows advisers to easily meet compliance requirements and invest in a range of different assets. Brett Marsh, OneVue head of transition strategy, said the integrated service simplifies the SMSF establishment process by managing ...

SMAs champion tax time efficiency

RUTH LIEW  |  WEDNESDAY, 4 JUN 2008
... honoured when they do invest in shares as long as it is before 31 July," said Pentafin chief executive managed accounts, Brett Marsh. According to Pentafin, all deposited funds from 1 to 30 June will be applied to a mandate where the transaction costs ...

Pentafin and Direct Portfolio merger complete

RUTH LIEW  |  WEDNESDAY, 14 MAY 2008
... is a "best of breed" workflow, communications and messaging technology. Pentafin chief executive managed accounts, Brett Marsh, said the merger has placed the combined group in an enviable position within the managed accounts and funds space. "We've ...

Managed accounts hold trumpcard

MICHELLE BALTAZAR AND RUTH LIEW  |  WEDNESDAY, 30 APR 2008
... months, it has become more attractive to consider the SMA option." Pentafin OneVue Managed Accounts chief executive Brett Marsh said Lift and Opes' problems stem primarily from the breakdown of trust and the tricky clauses. But the outcome is that more ...

Pentafin appoints group CEO

KATE HAGE  |  THURSDAY, 13 JUL 2006
... River Communications. Mckeage will stay on as Chairman of Strategic Advantage, but will hand over the CEO role to Brett Marsh.
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