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Showing 31 - 40 of 41 results for "Implemented Portfolio"

Select chair to become OneVue deputy CEO

ALICE URIBE  |  THURSDAY, 28 AUG 2014
... entity (RE) services and Select Investment Partners (SIPL) is a specialist multi-asset investment manager and implemented portfolio consultant with a track record of over 12 years managing diversified multi-asset portfolios. All 15 Select employees will ...

Movers and shakers

Surprise exit for van Eyk asset consulting team Van Eyk's three person asset consultant team has left the company, the company has confirmed. Head of asset consulting Jonathan Ramsay and asset consultants Fil Andronaco and Jonathan Tolub resigned their ...

Perpetual appoints research head from SSgA

STAFF WRITER  |  THURSDAY, 21 AUG 2014
Perpetual Investments has appointed a State Street Global Advisors (SSgA) executive as its new head of research and consultant relationships. George Moromalos will work closely with research houses to manage Perpetual Investments' fund ratings. He will ...

Select AM strengthens partnership with MGD Wealth

LAURA MILLAN  |  WEDNESDAY, 25 SEP 2013
... they control as investment manager, with Select Investment Partners providing them asset consulting and implemented portfolio services," Select executive officer David Yale said. Yale added that the asset manager is in discussions with other non-aligned ...

Implemented Portfolios launches 'unique' super IMA

JAMES FERNYHOUGH  |  TUESDAY, 30 JUL 2013

Ex Genesys CEO joins boutique board

JAMES FERNYHOUGH  |  FRIDAY, 26 JUL 2013
Boutique investment management firm Implemented Portfolios Pty Ltd has appointed Greg Kirk to the company's board as a non-executive director. Kirk has executive experience across the financial services, including a period as chief executive of Genesys ...

Planners remain wary of switching cash to equities

MATT WOODINGTON  |  MONDAY, 25 JUL 2011
Financial advisers remain tentative on the outlook for equity markets although more than half surveyed by Zurich are thinking about reducing the amount of cash in client portfolios. Zurich spoke to 300 advisers nationwide with 59% "indicating a potential ...

RI Advice add managers

ELISE BURGESS  |  TUESDAY, 7 JUN 2011
... houses In this role, Coggins is be responsible for RI's in-house research capability and the transition to an implemented portfolio construction service in addition to maintaining current model portfolios. "Jason has strong experience in fund manager ...

Implemented Portfolios adds four practices

RUTH LIEW  |  FRIDAY, 2 JUL 2010
One month after Implemented Portfolios opened its doors to advisers, four planning firms have signed up to use its portfolio construction services - a trend that looks set to continue in the changing advice landscape, said managing director, Charlie ...

Purvis attracts SMA mandate with new venture

MICHAEL HOBBS  |  THURSDAY, 13 MAY 2010
... James Purvis, founder of one of the biggest financial planning research groups in Australia, has opened an implemented portfolio business that's attracting mandates from the managed account market. He founded Purvis, van Eyk and Company in 1989, now ...