Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 41 - 47 of 47 results for "Implemented Portfolio"

Implemented Portfolios launches 'unique' super IMA

JAMES FERNYHOUGH  |  TUESDAY, 30 JUL 2013

Ex Genesys CEO joins boutique board

JAMES FERNYHOUGH  |  FRIDAY, 26 JUL 2013
Boutique investment management firm Implemented Portfolios Pty Ltd has appointed Greg Kirk to the company's board as a non-executive director. Kirk has executive experience across the financial services, including a period as chief executive of Genesys ...

Planners remain wary of switching cash to equities

MATT WOODINGTON  |  MONDAY, 25 JUL 2011
Financial advisers remain tentative on the outlook for equity markets although more than half surveyed by Zurich are thinking about reducing the amount of cash in client portfolios. Zurich spoke to 300 advisers nationwide with 59% "indicating a potential ...

RI Advice add managers

ELISE BURGESS  |  TUESDAY, 7 JUN 2011
... houses In this role, Coggins is be responsible for RI's in-house research capability and the transition to an implemented portfolio construction service in addition to maintaining current model portfolios. "Jason has strong experience in fund manager ...

Implemented Portfolios adds four practices

RUTH LIEW  |  FRIDAY, 2 JUL 2010
One month after Implemented Portfolios opened its doors to advisers, four planning firms have signed up to use its portfolio construction services - a trend that looks set to continue in the changing advice landscape, said managing director, Charlie ...

Purvis attracts SMA mandate with new venture

MICHAEL HOBBS  |  THURSDAY, 13 MAY 2010
... James Purvis, founder of one of the biggest financial planning research groups in Australia, has opened an implemented portfolio business that's attracting mandates from the managed account market. He founded Purvis, van Eyk and Company in 1989, now ...

Paragem targets practices with portfolio service

PRESS RELEASE  |  THURSDAY, 6 MAY 2010
Paragem has launched its portfolio construction and implementation business and aims to attract 10 dealer groups to the service in 12 months. Implemented Portfolios provides a portfolio construction and implementation solution that allows advisers to ...
PAGE:
5