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Showing 361 - 370 of 621 results for "Discretionary"

Internal restructuring hits EQT profits

ALEX BURKE  |  FRIDAY, 2 SEP 2016
... comprises exiting from non-core activities including funds distribution and superannuation administration, as well is discretionary costs such as investing in a corporate restructure and superannuation upgrade. The company has said it will now focus ...

Equity Trustees restructures philanthropy

JAMIE WILLIAMSON  |  TUESDAY, 23 AUG 2016
... Trustees has restructured its Philanthropy granting program in a move that will now see more than $10 million in annual discretionary charitable giving directed into five key categories. Children and young people will receive $1.8 million, medical research ...

UK IFAs increasingly outsourcing to DFMs

KERRIE SYDEE  |  WEDNESDAY, 17 AUG 2016
United Kingdom independent financial advisers (IFAs) are increasingly outsourcing investment assets to discretionary fund managers (DFMs) as asset managers start to feel the fee pressure pinch, according to Cerulli Associates' 'Asset Management in the ...

ASIC bans ex-Macquarie Equities trader

ALEX BURKE  |  WEDNESDAY, 17 AUG 2016
... Kerr worked for Macquarie Equities from 2008 to 2013; during that time, ASIC alleged he engaged in unauthorised discretionary trading on five client accounts, as well as providing "inappropriate advice" and creating false records. The regulator said ...

Former Calastone MD launches fintech solution

KERRIE SYDEE  |  THURSDAY, 28 JUL 2016
... platform solution for financial advisers. MA Operator aims to provide advisers with a complete service for managed discretionary accounts (MDAs), a complete solution for managed accounts and direct portfolios delivered under the Statement of Advice model ...

Man GLG completes EM debt team

KERRIE SYDEE  |  THURSDAY, 14 JUL 2016
Man Group's discretionary investment management subsidiary, Man GLG, has completed its recently established emerging market debt team with the appointment of five senior investment professionals. Based in New York and London the team will work with ...

Asset manager launches quant platform after acquisition

DARREN SNYDER  |  THURSDAY, 30 JUN 2016
... come." "GAM Systematic will offer our clients a compelling range of unique products complementary to our strong discretionary product range at a time when the investment industry is challenged to provide cost-efficient, liquid and diversified sources ...

Topdocs extends ABN and TFN automation

MARK SMITH  |  MONDAY, 20 JUN 2016
... industry first. With over 200,000 companies registered in Australia each year, as well as huge volumes of unit and discretionary trusts, Topdocs director Michael Spakman, says this automation will save the accounting, legal and financial planning professions ...

Milliman awarded industry fund mandate

DARREN SNYDER  |  WEDNESDAY, 15 JUN 2016
... Wade Matterson said similar managed risk products have previously been confined to the post-retirement market or as discretionary investment choices. "It marks a turning point in the industry. Members need strong investment returns but find themselves ...

Fortnum super members transitioned to HUB24

MARK SMITH  |  THURSDAY, 9 JUN 2016
... transitioned to HUB24 in due course. The superannuation transfer followed the transition of the e-Clipse Managed Discretionary Account (MDA) service, from March. HUB24 managing director Andrew Alcock said: "We're really pleased we've been able to launch ...