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Showing 21 - 30 of 334 results for "Potter"

Managed accounts sector grows to $233bn

KARREN VERGARA  |  TUESDAY, 11 MAR 2025
... Managed discretionary accounts (MDAs) account for 25% of total assets or $58.3 billion, rose 5% year on year. IMAP chair Toby Potter said there is no doubt that the managed accounts sector is delivering to those investors. "Very good investment performance ...

David Paradice hires from Betashares

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
... build on the work done by previous team members." As for Minack, before his six years at Betashares, he worked at Bell Potter Securities.

Viola Private Wealth appoints family office wealth adviser

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... that, Mann was a private wealth manager at Morgans Financial, having earlier worked as a private client advisor at Bell Potter Securities, with previous roles also at Macquarie and CommSec. Mann will collaborate closely with families on defining their ...

Tyndall AM head of Aussie equities to retire

JAMIE WILLIAMSON  |  WEDNESDAY, 4 DEC 2024
Brad Potter is retiring as Tyndall Asset Management's head of Australian equities, with his replacement confirmed. Tyndall Asset Management announced Potter will depart the business after 23 years, the last 12 of which he spent as head of Australian ...

Industry fund merger finalised; seven board exits confirmed

ANDREW MCKEAN  |  FRIDAY, 1 NOV 2024
... with confidence," he said. Scott paid tribute to departing directors from both boards, confirming that CareSuper's Robert Potter, Vanessa Seagrove, Merran Kelsall, and Kathie Sampson would be stepping down. From Spirit Super, Rhonda O'Donnell, Susan ...

Investment Trends names sales lead

KARREN VERGARA  |  FRIDAY, 11 OCT 2024
... in September. He is the former head of distribution and marketing at Bell Direct and its brands Desktop Broker and Bell Potter Online, which he was appointed to in mid-2019. Sparks was previously national manager of broking and wealth management at Vanguard ...

Managed account FUM passes $200bn

MATTHEW WAI  |  WEDNESDAY, 9 OCT 2024
... major milestone in breaking through to over $200 billion in funds under management using managed accounts," IMAP chair Toby Potter said. IMAP also noted new investment inflows of almost $15 billion. Potter acknowledges the strong inflows have contributed ...

Bell Financial half-year profit soars 50%, revenue up

ANDREW MCKEAN  |  FRIDAY, 16 AUG 2024
... exploration and deployment of AI initiatives. Meanwhile, it highlighted cost efficiencies from the completed migration of Bell Potter Securities clients to a third-party platform's clearing system, resulting in over $2 million in annual savings. Funds ...

Markets melt down over 'premature' recession fears

ELIZA BAVIN  |  TUESDAY, 6 AUG 2024
... sparked recession fears with investors also concerned the Federal Reserve is behind in cutting interest rates. However, Bell Potter research assistant Andrew Ho said the market reaction may be an overreaction. "A renewed bout of volatility hit global ...

Challenger executive joins Bell FG

KARREN VERGARA  |  MONDAY, 22 JUL 2024
... up at Challenger this month, Kate Ingwersen is now responsible for Bell FG's product innovation across subsidiaries Bell Potter Securities, Bell Potter Capital, and Third Party Platform. Ingwersen will also drive the group's products and services strategy ...