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| | ... Sachs he served as an executive vice president of Ord-Minnett in New York. Co-heads of Rothschild Australia, Marshall Baillieu and Gareth Cope, welcomed Acton's appointment in a joint statement. "The close relationships with institutional investors which ... |
| | | ... mandate. Ralton Asset Management was chosen to manage a concentrated portfolio of large cap Australian equities. Sam Baillieu, chief executive of Ralton's distribution partner, Copia Investment Partners, said: "For Ralton, the mandate validates the strength ... |
| | | ... looking forward to benefiting from this as we continue growing our client base." BondAdviser has also partnered with Baillieu Holst to provide its adviser networks with direct access to bond research and active investment recommendations. Launched in ... |
| | | ... mandate. Ralton Asset Management has been chosen to manage a concentrated portfolio of large cap Australian equities. Sam Baillieu, chief executive of Ralton's distribution partner, Copia Investment Partners, said: "For Ralton, the mandate validates ... |
| | | ... managers: OC, Ralton, Imperia and Odey," Copia general manager, distribution John Clothier said. Copia chief executive Sam Baillieu added: "Copia continues to expand in the Australian retail market thanks to the efforts of our distribution team. Bolstering ... |
| | | ... that of state manager, Southern region, Adam Tweedale, and account manager, Sean Paul McGoldrick." Chief executive Sam Baillieu added, "Copia has experienced exceptional growth in the last two years, with the group now managing over $1 billion in funds ... |
| | | GBST has extended its managed services agreement with an $8 billion independent financial advice firm. As a result, Baillieu Holst will continue using GBST's Shares equities settlement platform and Front Office service for its over 50,000 advice and ... |
| | | ... positions at APN Property Group, Vanguard Investments and Macquarie Bank. Copia Investment Partners executive director Sam Baillieu said: "We are pleased to announce the new role based in the Melbourne head office. The appointment of Adam complements ... |
| | | ... is being jointly managed by Macquarie Capital, Morgan Stanley Australia and ANZ Securities. The co-lead managers are Baillieu Holst and Lonsec. |
| | | ... able to access the 63 funds listed on the mFund service. Lonsec is the eighth broker to join mFund, following Amscot, Baillieu Holst, Bell Direct, Burrell, CMC, Desktop Broker and State One. Big names Commsec, E*Trade, Westpac Online Investing and nabtrade ... |
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