Search Results | Showing 421 - 430 of 486 results for "Centric" |
| | | ... financial planner than a personal relationship manager and private banker, according to a new report. The Investment Trends/Centric Wealth High Net Worth Investor Report, which surveyed more than 1,600 HNWs or investors with more than $1 million in investable ... |
| | | | Centric Wealth is building on its direct equities and individually managed account (IMA) capability following demand from its high net worth clients. John McMurdo, chief executive at Centric Wealth, said the planning group's high net worth clients are ... |
| | | | ... the competition. "The insurance business is constantly evolving and is an incredibly competitive environment and process centric CRM solutions like Ciboodle help Australian Unity to maintain an edge in this dynamic business environment," he said. Australian ... |
| | | | John McMurdo, managing director at Hillross Financial Services, has left to join Centric Wealth as chief executive. Ray Djani, head of growth and M&A at Hillross, takes his spot until a replacement is found. Prior to managing Hillross Financial Services ... |
| | | | ... is progressively trying to sell down assets and try and reduce its gearing, and bring back some semblance of Australian-centric portfolio," he said. Macquarie Office Trust recently sold its Frankfurt property for $61.7 million. According to MOT's full ... |
| | | | ... support super fund structures such as SMSFs, according to the proposal paper. The concept is not new. OneVue, Powerwrap, Centric Wealth and AMP are among the firms that already offer or provide these services. Praemium and SS&C are also among the technology ... |
| | | | ... they recoup any losses made, said van Eyk. Ashley Owen, chair of portfolio construction & asset allocation committee at Centric Wealth, said most of the 130/30 fund managers the firm had researched do not have high water marks. "If they lose $20 from ... |
| | | | A range of exchange traded funds (ETFs) that appeal to religious centric investors has been launched in the US. US-based group, FaithShares Trust launched the Baptist Values fund and Lutheran Values fund, which use an investment strategy that is inline ... |
| | | | ... "We're talking to a few different distributors about what they want exposure to." But he said developing an Australian centric bond ETF is tricky. "We haven't been an index manager traditionally so managing an index that has thousands of securities that ... |
| | | | ... had planned to do better," he said in March. Hunter Hall's funds may be posting strong gains, for example the Australian centric fund returned more than 56 per cent for the year to October, investment flows haven't followed suit. But Hall isn't overly ... |
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