Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

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

Implemented Portfolios appoints former Genesys chief

ALEX BURKE  |  THURSDAY, 10 SEP 2015
Implemented Portfolios has appointed a new executive chair. Greg Kirk has been on the firm's board since 2013. Prior to that, he held chief executive roles at Genesys, Challenger Financial Planning, and was also managing director, financial planning ...

Centuria launches tax efficient investment bond

MARK SMITH  |  TUESDAY, 2 DEC 2014
... said that the company has spent the better part of a year working alongside boutique investment manager Implemented Portfolios to enhance the traditional insurance bond with a professionally managed multi asset portfolio using a blend of exchange traded ...

Implemented Portfolios appoints former BlackRock MD

MARK SMITH  |  MONDAY, 29 SEP 2014
Former BlackRock Australia managing director Adam Seccombe has joined Implemented Portfolios in a full-time role to assist the business with the next stage of its growth. Seccombe was responsible for launching BlackRock's ETF business, iShares, in Australia ...

Movers and shakers

... also engage with asset consultants on the inclusion of Perpetual Investments' funds in their model and implemented portfolios. Moromalos has spent seven years as SSgA's vice president, manager business development and will join Perpetual Investments ...

Perpetual appoints research head from SSgA

STAFF WRITER  |  THURSDAY, 21 AUG 2014
... also engage with asset consultants on the inclusion of Perpetual Investments' funds in their model and implemented portfolios. Moromalos has spent seven years as SSgA's vice president, manager business development and will join Perpetual Investments ...

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
... separately managed accounts have been a popular way for SMSFs to get some share exposure and IMA provider Implemented Portfolios said it has continued its defensive approach in the last quarter, focusing on protecting capital. However, it has altered ...

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
... multi-asset and multi-manager model portfolios. The firm provides expertise to financial planners using implemented portfolios on separately managed account (SMA) platforms. OneVue selected Proactive Portfolios as the manager of its three additional ...