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Showing 41 - 50 of 512 results for "Davis"

Martin Currie promotes analysts

CASSANDRA BALDINI  |  WEDNESDAY, 31 AUG 2022
Martin Currie, part of Franklin Templeton, has promoted senior analyst Matthew Davison and quantitative analyst Sam Li to portfolio manager. Chief investment officer Reece Birtles said the promotions tie in with its recent Active Insights strategy launch. ...

Martin Currie introduces Aussie equities strategy

ANDREW MCKEAN  |  THURSDAY, 18 AUG 2022
Martin Currie Australia, the active equity specialist investment manager of Franklin Templeton, has launched an Active Insights strategy that focuses on fundamental analysis. The Active Insights strategy employs a unique process to capture outperformance ...

Julie Lander named FEAL Fund Executive of the Year

CHLOE WALKER  |  THURSDAY, 4 AUG 2022
CareSuper's chief executive has been acknowledged for her contribution to her fund and the super industry at the 2022 Fund Executive Association Limited (FEAL) awards. At a dinner attended by more than 90 industry guests in Melbourne last night, Lander ...

Frontier changes strategy, shakes up team

CASSANDRA BALDINI  |  FRIDAY, 15 JUL 2022
... Frontier has further boosted its capital markets and asset allocation team with two internal appointments. Consultant Donna Davis will join the team with a focus on portfolio construction, while Vivian Xu will take up a permanent role following the completion ...

New equities sales hires at Credit Suisse

STAFF WRITER  |  THURSDAY, 9 JUN 2022
... partner and provide top tier solutions for clients in Australia and offshore," Credit Suisse head of equities, Australia Mark Davis said. Credit Suisse also recently named a head of asset management for Asia Pacific in Min Huang. She has acted in the ...

Midwinter awarded Count Financial mandate

CHLOE WALKER  |  TUESDAY, 7 JUN 2022
Midwinter's financial advice software has been selected to strengthen Count Financial's adviser network. Following a four-month pilot program during which some of the licensee's flagship practices trialled Midwinter 's software with ...

Future Super strengthens investments team

JAMIE WILLIAMSON  |  THURSDAY, 12 MAY 2022
... firm SEI. The super fund will also welcome MLC Asset Management general manager of strategic initiatives and growth Sharon Davis as executive director of investments. Davis has been in her current role for about three years. Prior, she was chief operating ...

AMG Super hires to distribution team

CHLOE WALKER  |  THURSDAY, 5 MAY 2022
... Acclaim Super product and significant projects in the pipeline we are excited about what the future holds." Meanwhile, Ryan Davis has been appointed to replace Carr as sales and key account manager for Desktop Broker. Sydney-based Davis will be responsible ...

Midwinter scores AIA mandate

CHLOE WALKER  |  MONDAY, 21 MAR 2022
Midwinter's financial advice software has been chosen to underpin AIA's recently established advice business. The Sydney-based financial advice software company will support all aspects of AIA's Financial Wellbeing business, enabling efficient advice ...

New digital solution to close advice gap

CHLOE WALKER  |  FRIDAY, 4 MAR 2022
... playing our role in underpinning the SWU Online Invest solution." SWU Online Invest investment committee member Paul Harding-Davis said it was exciting to be able to access innovative technology to help address a major issue across Australia. "The past ...