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Search ResultsShowing 21 - 30 of 100+ results for "Ord Minnett"
Advisers no longer standing still on social media
DARREN SNYDER  |  MONDAY, 16 APR 2018
... packages" that seek to solve advisers' social media problems. Loneragan was a former NSW executive state manager at Ord Minnett before launching Latch as a startup in 2016.
Prime Value appoints new portfolio manager
ALEX BURKE  |  TUESDAY, 3 APR 2018
... to which he worked in consulting roles. He was also a portfolio manager at River Capital and a research analyst at Ord Minnett. "Richard has developed a strong track record across different disciplines. He brings a good understanding of business strategy ...
IOOF corporate development GM joins Australian Ethical
ALEX BURKE  |  WEDNESDAY, 21 FEB 2018
... research at Morningstar and senior audit manager superannuation with Ernst & Young. She is also currently a director at Ord Minnett and Perennial Value Management. Commenting on her appointment, Australian Ethical chair Steve Gibbs said: "Julie is a ...
L1 Capital prepares for LIC IPO
JAMIE WILLIAMSON  |  TUESDAY, 20 FEB 2018
... float its Long Short Fund listed investment company. NAB will lead the IPO, while Crestone, Morgans, Morgan Stanley, Ord Minnett, Taylor Collison and Wilsons will serve as co-lead managers alongside the bank. Further, Macquarie, Bell Potter, First NZ ...
NAB boutique appoints distribution director
ALEX BURKE  |  THURSDAY, 7 DEC 2017
... Equities from Phillip Capital, where he was director - institutional equities. Prior to that, he was a senior advisor at Ord Minnett, executive general manager of investments at Australia China Capital Management and an institutional equities investment ...
Contango appoints small cap portfolio manager
ALEX BURKE  |  THURSDAY, 14 SEP 2017
... with CGA, having joined in 2016. Before this, he was a portfolio manager at River Capital and a research analyst at Ord Minnett. Senior small cap portfolio manager Bill Laister will retain responsibility for CGA's micro-cap strategies. "Richard's high ...
PAC secures $33m in insto capital
ALEX BURKE  |  MONDAY, 19 JUN 2017
... partly to repay debts stemming from the acquisition of a US boutique. The placement, which was fully underwritten by Ord Minnett, comprised approximately $12 million to cover costs associated with the purchase of California-based Aperio Group; $10 million ...
HUB24 lures talent as growth strategy progresses
JAMIE WILLIAMSON  |  TUESDAY, 30 MAY 2017
... Having tripled in size in just two years, HUB24 is preparing for further growth with several appointments including Ord Minnett's former head of platform, product and sales. George Deva has joined HUB24 as head of product strategy, following 12 years ...
Plato launches income-focused LIC
JAMIE WILLIAMSON  |  FRIDAY, 10 MAR 2017
... commence on 5 May 2017. Seed Partnerships is acting as corporate adviser to the LIC. Management is jointly lead by CBA, Ord Minnett and Taylor Collison, while Finclear and Wilsons will co-manage.
Ord Minnett manager launches adviser social startup
ALEX BURKE  |  TUESDAY, 13 DEC 2016
A former NSW executive state manager at Ord Minnett has launched a startup that provides social media strategy for financial advisers. Tom Loneragan, founder and director of Latch Consulting Group, explained to Financial Standard that while many advisers ...
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