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Showing 21 - 30 of 76 results for "Boxes"

Diversification mandates lead the way: Research

DARREN SNYDER  |  THURSDAY, 11 OCT 2018
... equity risk into other forms of positively rewarded risk assets," he said. "In this respect, risk premia ticks a lot of boxes because some of the other trends we're seeing are the preference for liquid solutions, particularly on the liquid alternatives ...

Reverse mortgage lenders shortsighted: ASIC

KARREN VERGARA  |  WEDNESDAY, 29 AUG 2018
... inquiries that would lead to a genuine conversation with customers about their possible future needs, not just a set of tick boxes on a form.

Boutique licensee acquires regional advice firm

JAMIE WILLIAMSON  |  FRIDAY, 13 JUL 2018
... clients as well as complete mergers and acquisitions. This transaction with onePlan is our largest yet, and it ticks all those boxes for us." Scifleet said one of the key drivers behind her decision to partner with Profile was that it is non-aligned ...

Infrastructure manager turns up the heat

HARRISON WORLEY  |  MONDAY, 9 JUL 2018
... deal was consistent with the company's commitment to core European mid-market infrastructure companies which ticked several boxes, such as long-term stable cash flows and a focus on sustainability. Whitehelm head of infrastructure equity Europe and North ...

Zenith hires former asset management chief

KARREN VERGARA  |  THURSDAY, 10 MAY 2018
... solutions that can also offer their clients performance, transparency and robust compliance. Our managed accounts tick these boxes, and are a natural extension and fit with a research business such as Zenith," he added. Zenith said it recently increased ...

The tools to capture quality

HARRISON WORLEY  |  TUESDAY, 8 MAY 2018
... and ESG risks. He outlines ESG risk is central to decision making around stocks, but adds that not ticking one of the five boxes does not necessarily preclude an idea from making it into his portfolio. "There is plenty of research out there to demonstrate ...

FIIG Securities appoints Deutsche manager

KANIKA SOOD  |  MONDAY, 30 APR 2018
... relationship managers, with a focus on best practice internally and enhancing the client experience. "FIIG ticks all the boxes for me - being a progressive company with a significant growth trajectory and key values of excellence, integrity and collaboration. ...

What makes a tech company attractive for HNW investors?

KANIKA SOOD  |  MONDAY, 30 APR 2018
... diagnosed with greater accuracy and at a fraction of the cost, he said. When you do find a private tech company that ticks the boxes, when is the best time to invest? Blackbird Ventures - which invested in Canva, the graphic design start-up which hit ...

Cardena Private Wealth adds life insurance

KANIKA SOOD  |  WEDNESDAY, 18 APR 2018
... expert personal insurance advice and end-to-end support from underwriting to processing claims - MBS Insurance ticked all the boxes," Kilborn said. The MBS-Cardena integrated insurance offering will include business continuity insurance, income protection ...

Australia ticks boxes for ultra-high-net-worth individuals

KARREN VERGARA  |  MONDAY, 12 MAR 2018
... remove the main residence exemption for capital gains tax for foreign residents, the report said. Australia "ticks all the boxes" for investors looking for large-scale land holdings with security of tenure, top-quality management, significant energy ...