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| | | ... appointed head of Mutual's investment advisers team and Paul Hockridge has been appointed head of the company's taxation consultants team. Prime Value appoints distribution head - David Glascott has joined Prime Value from Investors Mutual, where he ... |
| | | | ... funnelled overseas. Trio Capital was the responsible entity for the funds and the lost money was transferred to Global Consultants and Services Limited (GCSL), currently based in Liechtenstein. Victims of Financial Fraud (VOFF) chief executive Paul Matters ... |
| | | | ... asset allocation, portfolio construction, risk management and investment policy. Leading Mutual's team of taxation consultants is Paul Hockridge. He has more than 30 years' experience in advising families, closely held businesses, accountants and legal ... |
| | | | ... with industry superannuation funds, government institutions or corporate superannuation funds, as well as the asset consultants who advise them," said McKinnon. "With two thirds of our funds under management coming from institutional clients, it is imperative ... |
| | | | ... and consulting firm, InvestSense. InvestSense, which was spun out from ailing research firm van Eyk by a team of its consultants when the group went into liquidation in October last year, said it anchors its analysis in long-term, slow-moving, valuation-based ... |
| | | | ... research work." King founded Sovereign Investment Research in 2000 and moved to Mercer in 2012, along with investment consultants Sarah Azzi and Scott McNally. The three took most of their existing client base with them. At the time, their alternatives ... |
| | | | ... addition to the above, Folkestone's Maxim A-REIT Securities Fund has been awarded a Recommended rating from Atchison Consultants. Atchison found that the fund had "comfortably outperformed" a selected peer group over all measured periods to 31 March ... |
| | | | ... Securities and Investments Commission (ASIC) and set up a remediation program with PwC and law firm Clayton Utz as external consultants. The bank is working with the regulator to "finalise the refund methodology and payments will commence as soon as ... |
| | | | ... the structure continues to endure is all about control. "Super funds, retail investors and gatekeepers like asset consultants have become convinced over the years that the boutique model aligns the interests of clients and investment teams very well," ... |
| | | | Asian institutional investors aren't making as much use of asset consultants as their US and European peers, according to research by Cerulli Associates. Cerulli's Asian Business Strategies: Making the Breakthrough report explains that where asset consultants ... |
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