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Showing 441 - 450 of 1072 results for "Separately"

South Australia appoints VC trustee

HARRISON WORLEY  |  FRIDAY, 30 AUG 2019
... MSC overlooking the fund, former Blue Sky Venture Capital investment director Elaine Stead (and her team) has been separately engaged to "ensure continuity and attention to existing investments held by SAVCF." However, the incoming manager will be required ...

ASIC bans SMSF business director

HARRISON WORLEY  |  THURSDAY, 22 AUG 2019
... ASIC said. As a result, the regulator considered it likely Goldenberg would contravene financial services law again. Separately, ASIC yesterday announced it would review the progress of the transition away from grandfathered conflicted remuneration arrangements ...

APRA opens margin requirement talks

HARRISON WORLEY  |  THURSDAY, 15 AUG 2019
... list of foreign bodies eligible for substituted compliance with APRA's margin requirements in CPS 226 after Brexit. Separately, APRA this week hit insurer Allianz with an additional capital requirement of $250 million, after gaps were identified by its ...

Zurich inks exclusive retail distribution deal

KANIKA SOOD  |  TUESDAY, 13 AUG 2019
... keeping the existing unlisted trust structure for now but we are clearly interested in other vehicles such as SMAs [separately managed accounts] and exchange traded funds in the future, not just for Celeste but all our strategies," Zurich's head ...

Patersons launches first SMAs

ELIZABETH MCARTHUR  |  THURSDAY, 1 AUG 2019
Patersons Securities has launched its first separately managed account offerings. The stockbroking and wealth management firm released two SMA models this week. The models had previously been run by Patersons as in-house model portfolios. It is the ...

Ariel Investments promotes president

KARREN VERGARA  |  MONDAY, 22 JUL 2019
... 1983, which began as a small and mid-cap value manager, and has evolved to offer defined contribution plans, as well as separately managed accounts for institutions and high-net-worth individuals. Hobson commented: "Ariel has been my home for nearly ...

CFS hires executive manager of insurance

KARREN VERGARA  |  THURSDAY, 18 JUL 2019
... for over eight years. Prior to that, she was an assistant product manager at AMP and portfolio manager at MetLife. Separately, CFS recently saw the departure of executive general manager Linda Elkins, who will become KPMG's national sector leader ...

BT Panorama boosts functionality

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... clients their way." BTFG said further enhancements are scheduled over the coming quarter - including enabling the use of separately managed accounts (SMAs) within other SMA models and broadening the managed fund fee rebate capability across all managed ...

Managed investment scheme operator AFSL canned

ELIZABETH MCARTHUR  |  FRIDAY, 12 JUL 2019
... and derivatives fund. Worboys and Barnett did not appeal their bans to the Administrative Appeals Tribunal. ASIC has separately taken action to wind up Courtenay House Capital Trading Group and Courtenay House. Said Jahani and John McIerney of Grant ...

Xplore Wealth launches new solution

HARRISON WORLEY  |  WEDNESDAY, 3 JUL 2019
... offering a simplified and clear approach that efficiently supports our loyal advisers and their clients," he said. Separately, non-executive director and AFCA ombudsman Pamela McAlister stepped down from her role on the firm's board due to the increased ...