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Showing 31 - 40 of 89 results for "Snowball"

J.P. Morgan wins custodial services mandate

BEN COLLINS  |  TUESDAY, 11 SEP 2012
... held a similar mandate with since 2011. The new mandates are part of the integration of Shadforth Financial Group and Snowball Group, and they reflect SFG's desire to consolidate services, said WSS. Following the integration, SFG put a tender to the ...

SFG rolls out FOFA-ready MDA

MELANIE TIMBRELL  |  THURSDAY, 19 JUL 2012
... offerings via the Symetry Endeavour Portfolio Service. The rollouts constitute enhancements to services conceived in the Snowball business prior to the merger with Shadforth. "We have worked closely with the SFG Australia team to support their development ...

SFG renews platform agreements

MELANIE TIMBRELL  |  THURSDAY, 28 JUN 2012
SFG Australia, the merged entity of Snowball Group and Shadforth Financial has renewed its agreements with BT Wrap and CFS Custom Solutions' Symetry platform. Shadforth has been using the BT Wrap for 13 years, with Snowball using Asgard for the same ...

Suncorp keeps it simple

LINDA HAUSKEN  |  TUESDAY, 29 MAY 2012
... systems and consolidation of general insurance licences. Speaking at Suncorp's Investor Day, Group chief executive Patrick Snowball said the program would invest in modern platforms and systems, reduce the cost of operating and maintaining legacy infrastructure ...

Acquisitions and cost savings key for SFG

MELANIE TIMBRELL  |  TUESDAY, 28 FEB 2012
SFG Australia, formerly Snowball Group, has posted positive revenue and earnings on the back of cost savings and acquisitions, although flat markets have impacted funds under advice and administration. SFG delivered net operating revenue of $57.8 million ...

Issues beyond the FOFA horizon

ELISE BURGESS  |  WEDNESDAY, 18 JAN 2012
... executive of Financial Planning Association (FPA), Tony Fenning, head of listed independent financial advisory firm, Snowball and Hugh Humphrey, head of the AMP-owned wealth management group Hillross, the panel said that looking beyond FOFA, it will ...

Snowball re-brands for future

CLAIRE MCGREAL  |  WEDNESDAY, 30 NOV 2011
Merged independent financial advisory groups Snowball and Shadforth are now known as SFG Australia. The name change was approved by shareholders at the group's annual general meeting in Sydney yesterday, after being given the green light by the regulator. ...

Political debate defers FOFA clarity

CLAIRE MCGREAL  |  THURSDAY, 17 NOV 2011
... period for example, that might also be a solution." For Tony Mc Donald, chief executive of transitioning planning firm Snowball Financial Group, a "reasonable period of time between finality and implementation" is what's required. "Obviously anyone who ...

Europe push-US pull

BENJAMIN ONG  |  THURSDAY, 17 NOV 2011
Obama in Australia may be providing us, Australians, a bit of a sideshow but for global financial markets, the game hasn't changed. It continues to be one that could be characterised as Europe pushed-US pulled. Europe pushed. Fears of a debt contagion ...

Snowball acquires HNW wealth manager

RACHEL DAVIS  |  FRIDAY, 11 NOV 2011
Snowball has acquired a Melbourne based wealth management firm which specialises in providing family office services to high net worth clients. Jeena was established in 1991 by Pranlal Jeena and services a number of client families, managing approximately ...