Search Results | Showing 21 - 30 of 256 results for "asset consultants" |
| | ... tailored portfolio solutions which deliver client-specific outcomes and objectives for institutional investors, asset consultants, high-net-worth and multi-family offices," Jackson said. Also commenting, Shaw and Partners chief investment officer Martin ... |
| | | ... to unlisted assets early last year, APRA has found an overreliance on external parties like fund managers and asset consultants by some, possibly to the detriment of members. It also found instances of chief investment officers spearheading valuation ... |
| | | ... majority of the new models were dealer group-led rather than institutional fund managers looking to come in or new asset consultants building retail offerings to the wider market," Morris said. He said the biggest change is that more firms and institutions ... |
| | | ... Ellis said. She said several trustees had an over reliance on external parties, including fund managers and asset consultants in their revaluations. Meanwhile, super funds with pre-established valuation committees typically had more robust valuation ... |
| | | ... industry has been prompted to reassess how the new test will affect the decisions of investment committees, asset consultants and consequently asset allocation going forward. PIMCO head of Australia Robert Mead said that diversification remains as relevant ... |
| | | ... client outcomes," Meredith said. Nemtsas said the past five years has seen a proliferation of new wealth-focused asset consultants. "However, some of these groups lack the necessary depth and breadth of knowledge, experience and stability. This creates ... |
| | | ... advice." He added that Schoenmaker's appointment is an exciting next step in the firm's growth trajectory. "Our asset consultants play a crucial role in designing and creating purpose-built portfolio solutions and hence in solving our clients' investment ... |
| | | ... and solutions to the Australian wealth market and manage the team responsible for relationships with retail asset consultants and research houses. "As we evolve our business to reflect changing market dynamics and client needs, we are pleased to be able ... |
| | | ... Smartshares where he was client director - institutional. He was responsible for developing strong relationships with asset consultants and institutional investors. Prior to this, Bentley was managing director at Remarkable Capital and head of investor ... |
| | | ... director of wholesale markets Daniel Bullock and will be a key point of contact for GQG's network of wholesale asset consultants, licensees, private banks and independent wealth firms. At Vanguard, Naidu worked in business development for six years ... |
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