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Showing 21 - 30 of 90 results for %22Morgan Stanley Wealth Management%22

First Sentier hires AMP Capital portfolio manager

KANIKA SOOD  |  FRIDAY, 10 JAN 2020
... balanced versions. Palos reports to van der Lende, who took over as the head of the MAS team in 2011 after working at Morgan Stanley in the Netherlands. "As it stands today [7 January 2020], there are no changes to the named portfolio managers (Kej Somaia ...

Morgan Stanley's top picks for Aussie ETFs

KANIKA SOOD  |  FRIDAY, 15 NOV 2019
In a research note sent to clients, Morgan Stanley Wealth Management's Nathan Lim shared the four Australian ETFs the firm prefers over the rest. The list represents Morgan Stanley's preferred picks for Australian exposure in multi-asset portfolios ...

FS Roundtable: Striking the perfect balance

KARREN VERGARA  |  THURSDAY, 14 NOV 2019
... and Singapore Meaghan Victor. The group also comprised: Viridian Advisory chief investment officer Piers Bolger; Morgan Stanley vice president, head of product Shaun Bornstein; Credit Suisse executive director of investment consulting Stephen Cabot ...

CommSec responds to sale rumours

ELIZABETH MCARTHUR  |  TUESDAY, 17 SEP 2019
... It reported Ord Minnett was asked to tender for the business along with a handful of wealth managers including Morgan Stanley. Commonwealth Bank responded to Financial Standard's enquiry, with a spokesperson saying: "We are currently reviewing a number ...

MSCI adds former Aberdeen Standard distribution lead

JAMIE WILLIAMSON  |  TUESDAY, 4 JUN 2019
... merger, she was head of Australasia for Standard Life for seven years. She has also previously held roles with Morgan Stanley, Henderson Global Investors and AMP Capital. MSCI is solely focused on powering the investment community to make better decisions ...

Spitfire acquires adviser platform, names chief

ELIZABETH MCARTHUR, KARREN VERGARA  |  MONDAY, 3 JUN 2019
... managed accounts and superannuation capabilities. He previously worked at Commonwealth Bank, Macquarie Bank, GBST and Morgan Stanley. Johnson said he is looking forward to working with the Spitfire team to improve the customer experience. "Importantly ...

Chief operating officer joins platform

KARREN VERGARA  |  FRIDAY, 31 MAY 2019
... work closely with the technology team and oversee sales efforts with the aim of growing the business. Singh left Morgan Stanley after nearly 12 years, working in a senior capacity for the Australian business, firstly as director of private wealth management ...

Wealth firm backs new Perennial fund

KANIKA SOOD  |  THURSDAY, 30 MAY 2019
Morgan Stanley Wealth Management will invest $25 million in a new fund from Perennial's small and micro caps team. The Perennial Private to Public Opportunities Fund will hold 30-45 investments in pre-IPOs, IPOs and unlisted growth capital. There ...

Boutique hires distribution lead from AMP Capital

KARREN VERGARA  |  FRIDAY, 24 MAY 2019
... previously worked at Bell Potter Securities in intuitional sales and trading, and is a former financial adviser at Morgan Stanley Smith Barney. Ophir manages two Australian equity funds: the ASX-listed Ophir High Conviction Fund (OPH) and Ophir Opportunities ...

Praemium loses major client

KARREN VERGARA  |  MONDAY, 8 APR 2019
... conducted in-house. The incremental contractual value is about $1 million per annum. In late March, Morgan Stanley Wealth Management announced it will transition about 2500 new portfolios to Praemium, building on an existing relationship. Praemium will ...