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Showing 3431 - 3440 of 4543 results for "Michael"

Social banking on the rise

MICHAEL HOBBS  |  WEDNESDAY, 16 JUL 2008
Social banking platforms will capture 10 per cent of the worldwide retail lending and financial planning market in two years time, according to Gartner. The term, social banking includes trends such as green practices, social entrepreneurship and peer ...

Reporting season hikes A-REITs worth

RUTH LIEW  |  TUESDAY, 15 JUL 2008
... as the most crucial one in the last ten years as investors will be on high alert for signs of recovery in the sector. Michael Doble, deputy chief investment officer for APN FM, said the sector currently contained good opportunities but that the reporting ...

Bennelong hires BNP as custodian

MICHAEL HOBBS  |  TUESDAY, 15 JUL 2008
Bennelong Funds Management appointed BNP Paribas Securities Services as its master custodian. The firm chose BNP Paribas based on its partnership approach and client service model following a review of a number of other custodians. "Throughout our due ...

SERF selects JANA as asset consultant

MICHAEL HOBBS  |  TUESDAY, 15 JUL 2008
Stevedoring Employees Retirement Fund (SERF) appointed JANA Investment Advisers as its asset consultant ahead of its proposed merger with the Seafarers Retirement Fund (SRF). Previously, SERF employed FuturePlus as its asset consultant and then employed ...

Russell and Mercer lead MM pack

MICHAEL HOBBS  |  TUESDAY, 15 JUL 2008
Lonsec's annual review of the multi manager sector resulted in only two of out of 16 managers achieving a 'highly recommended' rating. Russell and Mercer were awarded 'highly recommended' ratings, while BT, AXA, Challenger, ipac, Optimix, MLC and Skandia/Intech ...

Planners buy 15pc stake in TSG

MICHAEL HOBBS  |  TUESDAY, 15 JUL 2008
Senior financial planners from The Salisbury Group have accepted an offer to purchase 15 per cent equity share in the dealer group. TSG manages more then $700 million on behalf of clients. In July last year, Australian Financial Services Group (AFS) ...

Macq Life imports underwriting and claims head

MICHAEL HOBBS  |  MONDAY, 14 JUL 2008
Macquarie Life appointed Sally Phillips as head of underwriting and claims. Previously, Phillips founded one of South Africa's top five life insurance firm's, Discovery Life, and held the role of chief medical officer and head of underwriting within ...

US instos ramp up alts to 22pct

MICHAEL HOBBS  |  MONDAY, 14 JUL 2008
Top US institutional investors are expected to allocate more than 22 per cent of their overall portfolios to alternative assets in two years, well above their historic average of single digit allocation, a new survey found. JPMorgan Asset Management's ...

MLC adopts paraplanning referral service

MICHAEL HOBBS  |  MONDAY, 14 JUL 2008
Financial services firm MLC is dropping its paraplanning strategy with ThreeSixty and moving its financial planning service to a referral model. MLC set up ThreeSixty in 1999 and has been using the business for all its paraplanning requirements. This ...

Bennelong's new arm champions boutiques

RUTH LIEW  |  FRIDAY, 11 JUL 2008
... very well," she said. Cuddy and East will be joined by Keith Hwang, director quantitative research, and senior analysts Michael Chun and Michael Malseed. Hwang joins from Schroders while Chun and Malseed are also ex INGIM employees. "This is not something ...