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Showing 11 - 20 of 62 results for "Investible"

NZ Super shifts $25bn to low carbon indices

RACHEL ALEMBAKIS  |  WEDNESDAY, 14 SEP 2022
... passive investments in global equities. The fund previously tracked a custom version of the MSCI All Country World Investible Market Total Return Index. Implementation is now largely complete the fund said. The change affects NZ$25 billion of its overall ...

Wealth industry on the cusp of evolution: Report

CASSANDRA BALDINI  |  TUESDAY, 28 JUN 2022
... for, financial advice are not well understood, which exacerbates the high-cost hurdle for those with lower amounts of investible assets," it said. Leaving behind a bullish market the investment outlook is more "uncertain and muted." The report states ...

Clear up uncertainty: AFA, FPA

JAMIE WILLIAMSON  |  FRIDAY, 17 JUN 2022
... financially sustainable, and we need to turn around the current decline in planner numbers." "Our profession must be investible, insurable, and attractive to new entrants." In addition, the FPA used its submission to once again call for financial advice ...

Mason Stevens names chief investment officer

JAMIE WILLIAMSON  |  MONDAY, 4 APR 2022
... Fernley joins Mason Stevens in the role, bringing over 30 years' experience in funds management. Fernley joins from Investible where she was the chief growth officer for the past six months. Prior to that, she was head of equities at JBWere for close ...

Charter Hall acquires 50% of Paradice

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 DEC 2021
... Francisco. Charter Hall said it considers Paradice's business model scalable and that it will expand Charter Hall's investible universe and choice of investments that can be offered to clients.

Super advice gains traction: Research

KARREN VERGARA  |  WEDNESDAY, 3 NOV 2021
... financial adviser, a figure that has been on the decline by 100,000 per year since 2020. Perceived high costs and lack of investible funds remain the main barriers to seeking advice among those who have unmet advice needs, which Investment Trends calculates ...

William Buck merges with sixth firm

KARREN VERGARA  |  THURSDAY, 16 SEP 2021
... Dempsey Smythe and Vanessa Morrison became principals. William Buck has a wealth advisory unit, serving clients with an investible amount of $10 million and over. This year, two of its financial advisers Scott Girdlestone and Adrian Frinsdorf were named ...

Clime ousts Schafer

KARREN VERGARA  |  MONDAY, 9 AUG 2021
... former chief executive Rod Bristow leaving to take a break for a few months. Bristow is now the chief executive of Investible, an early-stage venture capital group that provides financial and human capital to help start-ups scale. Clime was contacted ...

EQT partners with ETF specialist

KARREN VERGARA  |  MONDAY, 2 AUG 2021
... such as information technology, cyber security, communications services, medical devices and robotics. The minimum investible amount is $5000. The launch comes after EQT and Eight Bays floated the idea two years ago. Equity Trustees head of equities ...

L1 Capital launches activist fund

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
... shifted to passive index funds," he said. The fund is targetting institutional, retail and high-net-worth investors. The investible amount is a $250,000 for wholesale investors and $25,000 for retail investors. The founders class charges a management ...