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Showing 31 - 40 of 303 results for "Potter"

Yarra Capital acquires Nikko AM Australian business

ELIZA BAVIN  |  TUESDAY, 2 MAR 2021
... of the Nikko AM group and was rebranded. The Tyndall franchise will be led by Nikko AM head of Australian equities Brad Potter and will remain separate to Yarra's Australian equities business. Yarra said there will be no crossover in investment management ...

Ord Minnett expands footprint

ANNABELLE DICKSON  |  FRIDAY, 29 JAN 2021
... planning. The office is led by senior investment adviser and branch manager Luke Rybarczyk, previously a client adviser at Bell Potter for nearly 10 years. "Ord Minnett was the right choice for our clients given a strong history of servicing a wide range ...

Former advisers face huge fines

ELIZABETH MCARTHUR  |  FRIDAY, 6 NOV 2020
... justify its listing. Kawecki was banned for seven years in 2018. His name came up in court in December 2019 as former Bell Potter managing director and former Wallabies captain Simon Poidevin appealed ASIC's decision to ban him from financial services. ...

Managed accounts inch to $80bn

KARREN VERGARA  |  WEDNESDAY, 16 SEP 2020
... didn't move when at the same time there was positive funds inflow and newly reported FUM," Huang said. IMAP chair Toby Potter said: "Advisers tell us, inflow is principally from migrating existing clients from advice only services to managed accounts ...

Wasatch adds APAC distribution lead

ANNABELLE DICKSON  |  WEDNESDAY, 12 AUG 2020
... she worked as a business development manager at Colonial First State, an institutional Australian equities trader at Bell Potter Securities and a business development executive at InterContinental Hotels Group. Kennedy's appointment comes as Wasatch ...

Chi-X admits new participant

ELIZABETH MCARTHUR  |  MONDAY, 29 JUN 2020
... investment banks, agility was a critical factor for us when considering an exchange," said Nine Mile managing director Morgan Potter. "Our decision to partner with Chi-X was driven by a belief in their products, agility and a joint desire to deliver ...

Chi-X releases viral TraCRs stocks

ALLY SELBY  |  THURSDAY, 25 JUN 2020
... Access Investments, including CommSec, Morgans Financial, Westpac Online Investing, ANZ Share Investing, CMC Markets, Bell Potter and more. Deutsche Bank head of depositary receipts Australia and New Zealand Chris Bagley said demand for the products ...

Former Wallaby banned

ELIZABETH MCARTHUR  |  WEDNESDAY, 15 APR 2020
... along with Damien Rodr following an investigation into trading in shares of DirectMoney in 2015. Rodr was a trader at Bell Potter and Poidevin was Bell Potter's managing director of corporate broking at the time. ASIC first banned Poidevin in November ...

Opportunities and threats amid COVID-19 crisis

ALLY SELBY  |  THURSDAY, 2 APR 2020
... indiscriminate sell-off has opened up investment opportunities, Nikko Asset Management head of Australian equities, Brad Potter said. "To state the obvious, these are not normal market conditions," he said. "Like other large market corrections, it is ...

Good time to be in managed accounts: IMAP

ELIZA BAVIN  |  FRIDAY, 27 MAR 2020
... advice, but for financial advisers using managed accounts the blow has been slightly eased, according to IMAP chair Toby Potter. Potter told Financial Standard that while it is likely managed account portfolios will have been affected in similar ways ...