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Showing 21 - 30 of 65 results for "Patterson"

Property manager hires super fund head

ALLY SELBY | TUESDAY, 4 FEB 2020

... appointed a superannuation fund executive to lead the group's direct business. TelstraSuper head of real assets Miriam Patterson has scored the newly created role of fund manager at Charter Hall Direct, in a move that the firm says reflects the growth ...

18 misconceptions about FASEA code

ELIZABETH MCARTHUR | THURSDAY, 19 DEC 2019

... to the Financial Adviser Standards and Ethics Authority Code of Ethics, which comes into effect on January 1. Roger Patterson, whose company Blue Path provides FASEA exam preparation workshops, has released an extensive list of misconceptions about FASEA's ...

IOOF divests Perennial Value

ELIZABETH MCARTHUR | FRIDAY, 11 OCT 2019

... be available on IOOF platforms as well as on other platforms and wrap accounts. Perennial executive director Anthony Patterson said the transaction will reposition Perennial as a multi-boutique and explained that the company has been focussed on building ...

NAB extends asset manager custody deal

HARRISON WORLEY | TUESDAY, 26 FEB 2019

... service unit registry solutions are being delivered across our client base." Perennial Value executive director Anthony Patterson said the long-term relationship had allowed the firm to streamline many of its operating settings and thus benefit by way ...

Independent planning firm jumps into agriculture

HARRISON WORLEY | WEDNESDAY, 18 JUL 2018

... appropriate. I did not think the people running them had sufficient expertise," Providence Wealth managing director Grant Patterson said. "Our clients are long-term investors with patient capital. So, they are not put off by the prospect of an illiquid ...

Aussie equities manager transitions leadership

HARRISON WORLEY | THURSDAY, 7 JUN 2018

... manage Perennial's broader cap portfolios, having served with the business since 2002. Perennial Value director Anthony Patterson said the appointments positioned Perennial well into the future. "Perennial Value has been focused on succession planning ...

Perennial cuts fees for defensive LIC, revises investment strategy

ALEX BURKE | TUESDAY, 22 MAY 2018

... periods of negative returns. These changes are expected to be implemented on August 1. A Perennial representative, Anthony Patterson, has also resigned from the board, but made no indication of reducing his significant holdings in WDE.

Perennial portfolio manager leaves industry

ALEX BURKE | MONDAY, 20 MAR 2017

... partnership with Mark Mitchell to launch specialist income boutique Daintree Capital. Of the new firm, Perennial chair Anthony Patterson said: "Perennial will be running the back-office and distribution functions of Daintree, allowing it to stay wholly ...

Boutique investment manager launches

KARREN VERGARA | MONDAY, 13 MAR 2017

... this approach ensures a consistency of performance over time and strong risk-adjusted returns." Perennial chair Anthony Patterson said: "Perennial will be running the back-office and distribution functions of Daintree, allowing it to stay wholly focused ...

Argo appoints industry luminary to board

ALEX BURKE | THURSDAY, 25 AUG 2016

... State chief executive Chris Cuffe has joined the Argo board following the announcement that long-standing director Rob Patterson would retire in October. Argo chair Ian Martin said the board "is very pleased to make this appointment following an external ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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