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Showing 301 - 310 of 479 results for "Jack"

Morningstar investment advice subsidiary makes four appointments

MARK SMITH  |  WEDNESDAY, 10 JUL 2013
Morningstar's Investment Management division has appointed four people to its investment advisory subsidiary, Ibbotson Associates Australia. Scott Mclennan has joined as senior relationship manager, Katharine Jackson and Brent Finneran have joined as ...

Parametric appoints new Australian CEO

MARK SMITH  |  MONDAY, 8 JUL 2013
Global investment manager Parametric has appointed Chris Briant as chief executive officer for its Australian business, following the departure of managing director Scott Lawrence. The Eaton Vance subsidiary, best known in Australia as a proponent of ...

State Street exec jumps ship to Citi

JAMES FERNYHOUGH  |  WEDNESDAY, 3 JUL 2013
Citi has appointed State Street vice president, portfolio solutions, Sandeep Gurkhi as its new vice president, transition management and pension services. Gurkhi will be responsible for the management of portfolio transitions, derivative overlays, currency ...

Morphic receives Lonsec approval

MARK SMITH  |  WEDNESDAY, 26 JUN 2013
... been awarded an 'Investment Grade' rating from Lonsec. Launched 10 months ago by two former Hunter Hall investment managers, Jack Lowsenstein and Chad Slater, the fund now has $30 million under management with equity investments principally in North ...

Morphic global equities fund reaches $25m

LAURA MILLAN  |  TUESDAY, 28 MAY 2013
... trans-Tasman mutual recognition scheme. Relevant documents have now been lodged with the New Zealand Companies Office, fund manager Jack Lowenstein said. "The reason we're expanding our marketing to New Zealand is that we've found investors there who ...

Variety of strategies needed for all-weather outperformance

MARK SMITH  |  WEDNESDAY, 22 MAY 2013
... investment and economic cycles, according to Morphic Asset Management managing director and joint chief investment officer Jack Lowenstein. Lowenstein set-up boutique fund manager Morphic after 10 years working as a portfolio manager at Hunter Hall. ...

New FPA member base shows changing face of industry

MARK SMITH  |  WEDNESDAY, 1 MAY 2013
... financial year, Generation Y represented about 40%. That compares to just 10% across the association's 10,000 strong member base. Jack Tideswell is an FPA member that epitomises the changing face of the planning profession. At just 27, he is already ...

Three arrows hitting the spot

BENJAMIN ONG  |  TUESDAY, 23 APR 2013
"Your love keeps liftin' me higher Than I've ever been lifted before..." - Jackie Wilson No Virginia, it's not about Wall Street this time...this time investors are back lovin' made-in-Japan stocks...lifting the Nikkei perhaps not higher than it's been ...

Mills Oakley to launch private wealth service

MARK SMITH  |  TUESDAY, 12 MAR 2013
... succession planning, co-ownership issues and business exits. The team will be headed by Melbourne partners Martin Checketts and Jack Stuk, with the support of around 12 legal staff. "[Private Advisory] will provide a dedicated service for non-listed ...

Fund stalwarts draw $6bn in Aus equities mandates

MARK SMITH  |  TUESDAY, 12 MAR 2013
Of the $10 billion worth of mandates handed out to Australian equity managers in the past 12 months, a staggering $5.97 billion has been given to just three investment houses, data from Rainmaker Information can reveal. The three fund managers, which ...