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Showing 11 - 20 of 337 results for "Potter"

Shield proposes to liquidate equities to pay investors

KARREN VERGARA  |  WEDNESDAY, 3 DEC 2025
... need to be approved by the Federal Court. The equities are currently held through a custodian via an account with Bell Potter Securities. "The five investment classes of the SMF hold differing proportions of Bell Potter Securities relative to each investment ...

Tyndall Asset Management calls time

KARREN VERGARA  |  TUESDAY, 2 DEC 2025
... Nikko AM's former name Tyndall once it became part of the group. At the time, Tyndall was led by head of equities Brad Potter and remained separate to Yarra's Australian equities business. Potter announced his retirement from the business late ...

Alexander Funds bolsters Sydney office with new hire

ELIZABETH FRY  |  THURSDAY, 13 NOV 2025
... Bank of Canada in institutional equity sales. He also held roles at PAC Partners in institutional equity sales and at Bell Potter Securities as an associate in their wholesale financial advisory and broking team. "Alexander Funds continues to experience ...

UniSuper commits over $760m to Macquarie AM's infra strategy

MATTHEW WAI  |  WEDNESDAY, 12 NOV 2025
UniSuper is partnering with Macquarie Asset Management (MAM), investing $766 million (US$500m) in its infrastructure-adjacent private equity strategy, which includes $383 million (US$250m) for the strategy's first two investments. Under the agreement ...

Managed portfolios now the default: AMP

ANGELIQUE MINAS  |  THURSDAY, 2 OCT 2025
... globalised, less economic rationalist and more multipolar world." Meantime, Institute of Managed Account Professionals chair Toby Potter said: "The scale of inflows shows that advisers see managed portfolios as structural to their service models-that's ...

Winners named in annual IMAP Managed Account Awards

MATTHEW WAI  |  FRIDAY, 22 AUG 2025
... Rob da Silva; SQM Research sector head real assets, alternatives and multi asset funds Chetan Trehan; and IMAP chair Toby Potter. Commenting, Potter noted that there were more entrants this year than ever before, increasing the quality and standards ...

CareSuper adds three to investments team

JAMIE WILLIAMSON  |  THURSDAY, 21 AUG 2025
... worked across some of the biggest names in the local wealth management scene, including Cbus, IOOF, Morgan Stanley, Bell Potter and Merrill Lynch. She also currently sits on the Certification Assessment Panel for the Responsible Investment Association ...

Bell Financial reports 44% slump in profit

KARREN VERGARA  |  FRIDAY, 15 AUG 2025
... was down 23.5% year-on-year, dropping to $69.4 million. It made an after-tax loss of $2.8 million. Broking, under Bell Potter Securities, which comprises a large chunk of the business' revenue, was "adversely impacted by volatility across global markets ...

Adviser banned for PRP supervision failures

MATTHEW WAI  |  THURSDAY, 31 JUL 2025
... not properly supervise a provisional relevant provider (PRP) is now banned from the industry for five years. Ian Wailes Potter of Superannuation Advice Australia has been banned from providing any financial services, controlling or performing any function ...

Praemium scores mandate, sees FUA rise $6bn

ELIZA BAVIN  |  THURSDAY, 10 JUL 2025
... in this area as firms seek to streamline operations while delivering an exceptional experience to their clients." Bell Potter co-chief executive Selvarajah said the wealth manager's focus remains on delivering high-value, client-centric wealth advice. ...