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Showing 421 - 430 of 486 results for "Centric"

More HNW investors happy with planners during crisis

MICHAEL HOBBS  |  THURSDAY, 20 MAY 2010
... 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 enhances direct equities services

MICHAEL HOBBS  |  WEDNESDAY, 14 APR 2010
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 ...

Aus Unity improves customer software

PRESS RELEASE  |  WEDNESDAY, 24 FEB 2010
... 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 ...

Hillross chief moves to Centric Wealth

MICHAEL HOBBS  |  THURSDAY, 4 FEB 2010
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 ...

Macquarie in talks with Charter Hall

RUTH LIEW  |  MONDAY, 1 FEB 2010
... 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 ...

The audacity of Mark Bouris and Ray Miles

MICHELLE BALTAZAR  |  THURSDAY, 28 JAN 2010
... 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 ...

130/30 strategies slammed for high fees

MICHAEL HOBBS  |  WEDNESDAY, 27 JAN 2010
... 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 ...

US firm launches religious ETFs

PRESS RELEASE  |  FRIDAY, 15 JAN 2010
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 ...

PIMCO to expand Australian product suite

MICHAEL HOBBS  |  WEDNESDAY, 9 DEC 2009
... "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 ...

Hunter Hall regains lost ground

MICHAEL HOBBS  |  TUESDAY, 1 DEC 2009
... 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 ...