Search Results | Showing 471 - 480 of 4829 results for "distribution" |
| | | ... Briefcase, he is joined by chief investment officer Martyn Wild, chief technology officer Sean Doherty, and head of distribution Geoff Kellett. "One of the standout benefits of direct indexing is its potential for tax optimisation. By owning individual ... |
| | | | intelliflo, a cloud-based technology solution, has released trust modelling capabilities to its intelliflo office - a business management system - for financial advisers. The update allows advisers to make cashflow projections as well as add customised ... |
| | | | ... will lead the firm's research and due diligence effort as Foresight expands its investment research coverage, distribution footprint, and analytical capabilities. Da Silva commented: "Foresight has grown its investment research coverage, tech offering ... |
| | | | ... Warakirri's relationships in the family office, high net worth and retail advisory markets. Reporting to Warakirri head of distribution Stuart Devlin, Faehndrich joins at a pivotal time for the business as it looks to broaden its retail footprint ... |
| | | | ... overweight position on Pinnacle for reasons that include it is poised to expand manager profitability via ongoing distribution and operating leverage and find attractive new investment opportunities in offshore markets. According to an Ord Minnett analysis ... |
| | | | ... selected as the responsible entity for the fund. Coller Capital head of Australia and New Zealand private wealth distribution David Hallifax said the asset class is gaining traction among its targeted investors. "Australian high-net-worth investors will ... |
| | | | ... its managing director before joining Dexus. In his new capacity, Howes will be responsible for the development and distribution of new fund products across the Dexus platform. The appointments will enhance the funds management business, with both roles ... |
| | | | ... them are reforms under ASIC's remit, including simplifying the breach reporting regime and a rethink of design and distribution obligations. Some fall under APRA's remit, including a long-awaited product modernisation framework for legacy funds management ... |
| | | | ... Investment Management. The listed manager has named a new chief operating officer, chief risk officer, head of UK and EMEA distribution, and head of investor relations and sustainability. Former AllianceBernstein (AB) Australia chief executive Jen Driscoll ... |
| | | | ... investments. Earlier in his career, he spent 16 years with Zurich Group in roles spanning general management, dealer group, distribution development, strategy, marketing, and wholesale funds management. He is also a co-founder of the Pro Bono Financial ... |
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