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Showing 521 - 530 of 2477 results for "James"

JPMorgan portfolio manager leaves

KANIKA SOOD  |  TUESDAY, 2 APR 2019
... left, sparking a review of the strategy at Morningstar. The JPMorgan Global Macro Opportunities Fund has been managed by James Elliot and Shrenick Shah since they co-created the strategy in 2012. Elliot was also the international chief investment officer ...

UBS fined $51m for reporting breaches

KARREN VERGARA  |  THURSDAY, 21 MAR 2019
... for MiFID transaction reporting breaches. They are: Merrill Lynch International, Deutsche Bank AG, Royal Bank of Scotland, James Sharp & Co, Plus500UK, City Index, Societe Generale, Commerzbank AG, Instinet Europe, Getco Europe, Credit Suisse and Barclays ...

Government launches TPB review

HARRISON WORLEY  |  WEDNESDAY, 6 MAR 2019
... "address issues" arising from the Black Economy Taskforce's final report. Former deputy chair of the Board of Taxation, Keith James will chair the review. James' leadership in the tax profession extend to his roles as chair of the Taxation Centre of ...

New fund to invest in low-carbon Aussie stocks

KANIKA SOOD  |  FRIDAY, 1 MAR 2019
... carbon-intensive activities and increases weighting in those companies with positive ESG characteristics. Portfolio manager James Harwood said: "Our decarbonisation strategy commits to reducing exposure to carbon footprint by 35% relative to the benchmark ...

No one-size-fits-all approach to franking changes

HARRISON WORLEY  |  FRIDAY, 22 FEB 2019
... given points in time right now there are markets that [have] better value. Places like Japan for example look pretty cheap." James Kingston, BlackRock director and head of portfolio analysis and solutions across Asia-Pacific, said investors need only ...

Fidelity adds US equities exposure

KANIKA SOOD  |  TUESDAY, 19 FEB 2019
... stocks as it increases exposure to US equities in its multi-asset strategies. Fidelity's multi-asset chief investment officer James Bateman said US value stocks are looking attractive after years of muted returns and he sees strong upside to them with ...

Royal Commission recommendations split industry

KARREN VERGARA  |  MONDAY, 18 FEB 2019
... fee-for-service model as there is the potential to gain first mover advantage. UCA Funds Management director of investments James Cook said while the initiatives can be applauded, it is a missed opportunity on several fronts. "For example we believe ...

Former adviser steals $5m from clients

JAMIE WILLIAMSON  |  MONDAY, 4 FEB 2019
... lengthy jail term after pleading guilty to the theft of close to $5 million in client funds. Former Adelaide financial adviser James Gibbs appeared before the Adelaide Magistrates Court last Friday charged with 28 dishonesty offences. He pleaded guilty ...

ASIC terminates managed accounts provider AFSL

KARREN VERGARA  |  FRIDAY, 1 FEB 2019
... strategies managed by Jade Capital had been generating consistently good results, it said. ASIC banned Jade Capital director James Clinnick from providing financial services four years for engaging in misleading and deceptive conduct. The AFSL cancellation ...

Janus Henderson pulls out of Aussie equities

KANIKA SOOD  |  THURSDAY, 31 JAN 2019
... stay at least until February end, as the funds are wound down. The other three members of the Australian equities team are: James Drohan, Phan Tranh and Paul Phillips. "Locally we have four well regarded investment desks including two high-quality and ...