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Showing 21 - 30 of 32 results for "Personal Investor"

Vanguard adds to Aussie executive lineup

ALLY SELBY  |  FRIDAY, 19 JUN 2020
Vanguard has appointed a new lead for its Personal Investor business, as the incumbent steps down for opportunities abroad. Balaji Gopal has been appointed as Vanguard Australia's new head of Personal Investor, and will also join the investment ...

Vanguard launches simplified investment platform

HARRISON WORLEY  |  WEDNESDAY, 1 APR 2020
... provide low-cost access to the firm's most popular products. The global funds management giant's new Vanguard Personal Investor offering will allow Australians to invest in the firm's Australian-listed ETFs brokerage free, in a move Vanguard said is ...

SMAs ideal for low-touch clients

ALEX BURKE  |  THURSDAY, 27 AUG 2015
Separately managed accounts are the ideal solution for clients with lower balances from both a practice management and client outcome perspective, according to research by JBWere. The JBWere/Investment Trends 2015 SMA Report, based on an online survey ...

Northern Trust wins UCA mandate

DARREN SNYDER  |  TUESDAY, 4 AUG 2015
Northern Trust has been appointed to provide global custody services for UCA Funds Management, one of Australia's largest ethical fund managers. UCA Funds Management chief executive, Michael Walsh, said the appointment also brings the company one step ...

Paraplanners master SoAs with COIN

MATT WOODINGTON  |  TUESDAY, 22 FEB 2011
Financial planning software provider COIN has launched training courses for paraplanners, which could go some way to increasing the upskilling in the profession. The three-day courses, Paraplanning Fundamentals, are run in conjunction with outsourced ...

BNP increases stake in Indian mega broker

COMPANY RELEASE  |  FRIDAY, 24 APR 2009
BNP Paribas has increased its equity stake in one of India's largest retail stock broking firms, Geojit Financial Services. As a result of the deal that was finalised in February, the broking firm's 500 offices will be re-branded Geojit BNP Paribas ...

John Kavanagh joins Financial Standard

MICHELLE BALTAZAR  |  WEDNESDAY, 4 FEB 2009
... the past two years, after six years at Fairfax Business Media, where he was Sydney editor of BRW and editor of Personal Investor. As a reporter he has covered the gamut of financial services - retail and institutional banking, capital markets, funds ...

Macquarie launches defensive options

RUTH LIEW  |  FRIDAY, 23 MAY 2008
Macquarie Banking and Financial Services Group is tapping the defensive investment solutions market as investors scramble to shield themselves from market volatility. The group has developed a suite of cash offerings that caters to both personal investors ...

ANZ Private Bank recruits Hamaris

MICHAEL HOBBS  |  TUESDAY, 20 MAY 2008
ANZ Private Bank has appointed George Hamaris to head of advisory and risk. Hamaris was previously appointed sales director at salary packaging firm, McMillan Shakespeare in August 2006. Prior to this position, Hamaris was general manager and then chief ...

Macq expands Perth private wealth arm

MICHAEL HOBBS  |  WEDNESDAY, 13 FEB 2008
Macquarie Private Wealth has appointed five private wealth specialists to its Perth office. Ian Walters, Wilfred Ong, Graydon Hanly and Jon Matsen were appointed private client advisers in the stockbroking team. These appointees have more than 20 years ...