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Showing 41 - 50 of 283 results for "Asset consultants"

GSFM strengthens distribution capabilities

JAMIE WILLIAMSON  |  TUESDAY, 8 NOV 2022
... relationships and proven ability in servicing the needs of clients will be of great value," he said. "Retail asset consultants, family offices and private wealth clients are important markets for GSFM, and Michael's background and expertise in targeting ...

Wheelhouse Partners adds head of distribution

JAMIE WILLIAMSON  |  TUESDAY, 4 OCT 2022
... its global and Australian equities capabilities. McGauley is to focus on key accounts, research relationships, asset consultants, independent financial advisers and the private wealth space, the income manager said. He was most recently head of retail ...

New executive director joins Clearway

ANDREW MCKEAN  |  MONDAY, 12 SEP 2022
... particularly within wealth management," Clearway said. "These professional relationships with independent advisers, asset consultants, boutique advice firms, platforms, family offices and dealer groups research heads, together with her understanding ...

28% of super products rated AAA

ELIZABETH MCARTHUR  |  THURSDAY, 7 APR 2022
... risk-adjusted performance over at least five years as well as investment processes, including mandate selections, use of asset consultants and multi-manager processes. It also considers the types of insurance offered and the premiums on that insurance ...

YFYS changed how funds invest: JPMAM

ELIZABETH MCARTHUR  |  WEDNESDAY, 6 APR 2022
... for many super funds. JPMAM surveyed 16 super fund chief investment officers, heads of investment strategy and asset consultants and asked how they are responding to the YFYS performance test in their investment decision-making. Their answers revealed ...

BlackRock strengthens Australasia, APAC leadership

CHLOE WALKER  |  WEDNESDAY, 23 FEB 2022
... responsibility for sales and client servicing across sovereign entities, pension funds, banks, insurers, asset managers, asset consultants, family offices and financial advice practices," BlackRock said.. Across the Pacific, Hiroyuki Shimizu has been ...

Investors Mutual appoints strategic relationship manager

CHLOE WALKER  |  FRIDAY, 11 FEB 2022
... Investments, where he was vice president, wholesale, and private wealth, responsible for relationships with asset consultants, brokers and private wealth networks across Australia and New Zealand. He has also previously held roles with Rainmaker Group ...

Shaw and Partners appoints sales lead

JAMIE WILLIAMSON  |  MONDAY, 8 NOV 2021
... tailored portfolio solutions which deliver client-specific outcomes and objectives for institutional investors, asset consultants, high-net-worth and multi-family offices," Jackson said. Also commenting, Shaw and Partners chief investment officer Martin ...

Unlisted asset valuation processes largely inadequate: APRA

JAMIE WILLIAMSON  |  WEDNESDAY, 27 OCT 2021
... to unlisted assets early last year, APRA has found an overreliance on external parties like fund managers and asset consultants by some, possibly to the detriment of members. It also found instances of chief investment officers spearheading valuation ...

Managed accounts surpass $100bn

ANNABELLE DICKSON  |  WEDNESDAY, 15 SEP 2021
... majority of the new models were dealer group-led rather than institutional fund managers looking to come in or new asset consultants building retail offerings to the wider market," Morris said. He said the biggest change is that more firms and institutions ...