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Showing 21 - 30 of 55 results for "Mason Stevens"

IMAP awards managed accounts excellence

KARREN VERGARA  |  THURSDAY, 2 AUG 2018
... Dynamic Asset Consulting Innova Asset Management The Lunar Group (winner) Other Asset Classes DFS Portfolio Solutions Mason Stevens Prime Financial Group Real Asset Management (winner) Royston Capital

Managed accounts expert expands new platform

KARREN VERGARA  |  WEDNESDAY, 11 JUL 2018
A former Mason Stevens executive is joining a fintech that's offering investment and managed accounts solutions, as well as a new superannuation product. Spitfire Corporation appointed David Storm as its head of distribution, tasked with the sales ...

IMAP to recognise managed accounts excellence

JAMIE WILLIAMSON  |  TUESDAY, 10 JUL 2018
... Solutions Dynamic Asset Consulting Innova Asset Management The Lunar Group Other Asset Classes DFS Portfolio Solutions Mason Stevens Prime Financial Group Real Asset Management Royston Capital

Channel Capital appoints distribution director from Janus Henderson

ALEX BURKE  |  WEDNESDAY, 31 JAN 2018
... Channel Capital also hired Angela Dovitsas as head of marketing, communications and content. Dovitsas joins from Mason Stevens, where she was marketing manager. She also held similar roles at Perpetual and Macquarie. Channel Capital head of distribution ...

Mason Stevens expands fixed income, appoints SMA manager

MICHELLE BALTAZAR  |  TUESDAY, 7 NOV 2017
Managed accounts provider Mason Stevens has appointed a fixed income specialist and an SMA manager as part of its growth plans. Roman Gerber joined two months ago as the Separately Managed Account Manager, overseeing all SMA portfolios and working as ...

Mason Stevens wins 2017 Technical Paper of the Year

JAMIE WILLIAMSON  |  MONDAY, 18 SEP 2017
A new benchmark for writing on managed accounts has been set with Mason Stevens taking home the first ever Financial Standard Technical Paper of the Year Award - Managed Accounts. Presented to Mason Stevens' managing director Thomas Bignill at the annual ...

Inaugural Technical Paper of the Year awarded

JAMIE WILLIAMSON  |  MONDAY, 18 SEP 2017
A new benchmark for writing on managed accounts has been set with Mason Stevens taking home the first ever Financial Standard Technical Paper of the Year Award - Managed Accounts. Presented to Mason Stevens' managing director Thomas Bignill at the annual ...

Record turnout drives Managed Accounts Forum success

KARREN VERGARA  |  MONDAY, 18 SEP 2017
... three minutes or less. Even though the prize was $100,000 in virtual money, participants from HUB24, netwealth, Mason Stevens, managedaccounts.com.au, Macquarie and Praemium fought it out tooth and nail. Presentations can be viewed here. The next forum ...

ASIC toughens MDA suitability rules

KARREN VERGARA  |  THURSDAY, 14 SEP 2017
... investing function and many outsource this operation to a third party to companies such as managedccounts.com.au or Mason Stevens, she said. The responsibility for actually developing a model portfolio and offering the investment service is held with ...

Implemented Portfolios hires for national expansion

JAMIE WILLIAMSON  |  MONDAY, 4 SEP 2017
... assistant portfolio manager and establishing a presence in Western Australia. Implemented Portfolios has recruited Mason Stevens SMA manager Emery Wong to the role of assistant portfolio manager. Prior to Mason Stevens, Wong also previously worked as ...