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Showing 301 - 310 of 659 results for "Asset consultant"

Colonial First State awards $55m mandate

MARK SMITH  |  FRIDAY, 28 AUG 2015
A Sydney boutique has won a $55 million mandate from Colonial First State. Eight Investment Partners (8IP) was given the nod to manage a small cap Australian equity portfolio for the wealth management group. The boutique was established in 2009 by Kerry ...

Neuberger Berman appoints manager from JPM

LAURA MILLAN  |  THURSDAY, 16 JUL 2015
Investment manager Neuberger Berman Australia has created the role of relationship manager and appointed an executive from J.P. Morgan. Angela Verco will be responsible for leading the firm's relationships with Australian clients. Verco had a similar ...

GSFM appoints institutional manager

ALEX BURKE  |  TUESDAY, 9 JUN 2015
Grant Samuel Funds Management (GSFM) has appointed a new senior manager - institutional business. Vivienne Lee will be based in Sydney and report to GSFM chief executive Andrew McKinnon and head of distribution Damien McIntyre. Her role will focus on ...

Bank results underpin wealth management new era

LAURA MILLAN  |  FRIDAY, 8 MAY 2015
... by both aligned and independent banking, asset manager, superannuation, insurance, platform, research house, asset consultant and advice providers." This means that the industry will have to deal with the conflicts of interest that result from the model ...

Legalsuper finds savings in manager reshuffle

MARK SMITH  |  MONDAY, 4 MAY 2015
... the decision to change managers after a 12-month review carried out with the help of Towers Watson. "We changed asset consultant in April 2013 and since then have been methodically reviewing all aspects of legalsuper's investment arrangements. These ...

FEATURE: How boutiques got their groove back

STAFF WRITER  |  WEDNESDAY, 15 APR 2015
Hamish Douglass, Roger Montgomery, Kerr Neilson, David Paradice, Tim Samway, John Sevior, Anton Tagliaferro, Geoff Wilson. These are some of the leading lights in the local investment market. What they all have in common is finding huge amounts of success ...

Asian institutions not using asset consultants

ALEX BURKE  |  FRIDAY, 6 MAR 2015
Asian institutional investors aren't making as much use of asset consultants as their US and European peers, according to research by Cerulli Associates. Cerulli's Asian Business Strategies: Making the Breakthrough report explains that where asset consultants ...

NGS Super appoints Frontier after tender process

MARK SMITH  |  TUESDAY, 3 MAR 2015
NGS Super, the industry superannuation fund for education and community-focused organisations, has appointed Frontier Advisors as an investment advisor. The $6.7 billion fund undertook an extensive market review in late 2014 after inviting a number ...

Managed accounts work for insto investors too

ALEX DUNNIN  |  FRIDAY, 20 FEB 2015
The term 'managed account' in Australia is usually associated with retail investment but one global technology and investment administration group has been using the structure to more efficiently manage institutional alternatives investments. Bruce ...

Challenger retail annuity sales up 8%, profit down

LAURA MILLAN  |  TUESDAY, 17 FEB 2015
Challenger annuity sales were up 8% during the first half of the 2014-2015 financial year, but net profit after tax was down, the half year report showed. Annuity sales reached $2.1 billion, of which $1.6 billion were retail annuity sales, up 8% since ...