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Showing 5091 - 5100 of 10553 results for "BEI"

AdviceIQ appoints former Premium Wealth CEO

KERRIE SYDEE  |  TUESDAY, 18 OCT 2016
AdviceIQ has appointed a consultant to the AdviceIQ and PortolioIQ boards to help lead and develop the two businesses. Paul Harding-Davis will join the companies to provide governance and management support. In addition he will also be actively working ...

Portfolio rebalancing highlights adviser value

KERRIE SYDEE  |  TUESDAY, 18 OCT 2016
Portfolio rebalancing is crucial to portfolio risk management but it also demonstrates the value advisers provide to clients, according to IOOF head of product Chris Weldon. Weldon notes that rebalancing is an important risk management process and while ...

Lonsec rates Altius bond funds

JAMIE WILLIAMSON  |  TUESDAY, 18 OCT 2016
Two Altius bond funds were recently awarded 'Recommended' ratings from Lonsec. Both the Altius Bond Fund and the Altius Sustainable Bond Fund received the rating, with Lonsec noting strengths such as "the stability and experience of the team" and that ...

NAB private wealth vet takes on key China relationship role

ALEX BURKE  |  MONDAY, 17 OCT 2016
A NAB Private manager specialising in high-net worth Asian clients has joined a wholesale private and institutional financial services provider. Helen Huang, previously a NAB branch manager and NAB Private client manager, has joined the SILC Group as ...

Pan-Tribal Global Equity Fund added to platforms

DARREN SNYDER  |  MONDAY, 17 OCT 2016
The Pan-Tribal Global Equity Fund has been added to the MLC Wrap and Navigator platforms. The Pan-Tribal Global Equity Fund was launched in November 2014. The Fund is managed by New York-based Davis Advisors, which has more than US$26 billion funds ...

Oil's rally could slip

BENJAMIN ONG  |  MONDAY, 17 OCT 2016
They were priced at US$26.01 and US$26.91 with Standard Chartered Bank even going on record predicting that prices could drop to US$10 before "money managers in the market conceded that matters had gone too far". These were the price of a barrel of ...

Global investment landscape needs rethink

DARREN SNYDER  |  FRIDAY, 14 OCT 2016
Fund manager Capital Group says the new global marketplace created by increasing media products and their distribution channels means investors need to rethink the underlying makeup of companies. Capital Group investment director Andy Budden told a ...

NSW Medical Devices Fund grants $8.6m

MARK SMITH  |  FRIDAY, 14 OCT 2016
Two Australian Private Equity & Venture Capital Association member companies have received part of the $8.6 million in funding from the NSW Government's Medical Devices Fund to bring new treatments and technologies to the market. University backed ...

Keybridge executive director resigns, chair appointed

ALEX BURKE  |  FRIDAY, 14 OCT 2016
Keybridge Capital has appointed a new chair and non-executive director while director Antony Sormann has departed. Jeremy Kriewaldt is currently a partner at Atanaskovic Hartnell, specialising in corporate and commercial law. He was previously a partner ...

Asia-Pacific leads global HNW population and wealth

KERRIE SYDEE  |  FRIDAY, 14 OCT 2016
The Asia-Pacific region is now the leading region for high net worth individuals (HNWI) wealth, according to the 2016 Capgemini Asia-Pacific Wealth Report. In 2015 Asia-Pacific HNWI wealth grew by 9.9% to US$17.4 trillion, a growth rate 5.8 times the ...