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Showing 341 - 350 of 621 results for "Discretionary"

Family office manager expands

KARREN VERGARA  |  TUESDAY, 11 APR 2017
... portfolio manager is Brendan Paul. He takes the role of after spending four years at MST Capital, a multi-strategy macro discretionary hedge fund, where he managed global investments across credit, equities and foreign exchange. Prior to this, Paul was ...

Former adviser cops ASIC reprimand

JAMIE WILLIAMSON  |  FRIDAY, 24 MAR 2017
... of a financial adviser. ASIC alleges Wilson may have misled clients into believing he was authorised to undertake discretionary trading in instances where he was not; caused false entries to be made in Macquarie's trading system, making it appear as ...

Findex assigns Aussie equities mandate

JAMIE WILLIAMSON  |  THURSDAY, 16 MAR 2017
Findex has awarded the mandate for its managed discretionary Australian core equity portfolios to an active equities manager. Following a rigorous review program by the Findex investment team, Altair Asset Management secured the contract, having first ...

MDA provider upgrades offering

JAMIE WILLIAMSON  |  MONDAY, 13 MAR 2017
A managed discretionary account provider is partnering with a fintech to deliver a new cloud-based solution to financial advisers. managedaccounts.com.au will work with Melbourne-based CapitalRoad to upgrade its user interface and middle office requirements ...

Investment manager and advice group join forces

JAMIE WILLIAMSON  |  MONDAY, 27 FEB 2017
... individual advisers, and recently developed its own funds management offering including the provision of managed discretionary accounts and separately managed accounts.

IMAP ensuring greater representation for MDAs

JAMIE WILLIAMSON  |  THURSDAY, 23 FEB 2017
... Institute of Managed Account Professionals will establish a sub-committee to represent the interests of managed discretionary account providers. Commencing in March, the MDA Providers Forum will be an invitation-only sub-group, open to leaders of businesses ...

Long-serving Platinum portfolio manager departs

ALEX BURKE  |  WEDNESDAY, 15 FEB 2017
... stocks at Platinum for over six years and has been managing a segment of the International Brands Fund in a fully discretionary manner," the statement added. Before Platinum, Trevett was chief financial officer and sales director at The Smiths Snackfood ...

BetaShares develops new ethical ETF

JAMIE WILLIAMSON  |  TUESDAY, 17 JAN 2017
... invest in line with their ethical beliefs." The ETHI's portfolio is weighted toward information technology, consumer discretionary and healthcare sectors, and also invests in companies with the potential to profit from the movement toward sustainability ...

Spending and debt, Australia's biggest test

JAMIE WILLIAMSON  |  TUESDAY, 10 JAN 2017
... research shows that the biggest test for Australians trying to increase their savings is their ability to cut back on discretionary spending (39%), followed by getting debt under control (29%). Preserving a particular lifestyle throughout retirement ...

Asset managers must consider multi-asset

KERRIE SYDEE  |  FRIDAY, 2 DEC 2016
... from Cerulli Associates. The Cerulli Edge - Global Edition found that a shift in focus to selling multi-asset and discretionary fund managers (DFMs) could benefit Europe's asset managers as the outsourcing of investment management continues to rise. ...