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Showing 41 - 50 of 86 results for %22Owner-Driver%22

BTFG to boost managed account capability

JAMIE WILLIAMSON  |  WEDNESDAY, 3 OCT 2018
... regular rebalancing within a structure where clients also own the underlying assets, managed accounts have become a key driver of client engagement for advisers." On average, managed accounts are saving advisers 12.4 hours a week in portfolio administration ...

WTW launches ESG index strategy

KARREN VERGARA  |  TUESDAY, 18 SEP 2018
Willis Towers Watson has developed a new strategy which integrates ESG factors in the investment process with the help of a major index provider. WTW teamed up with MSCI to establish the Adaptive Capped ESG Universal Index. The strategy offers equity ...

CountPlus rolls out new service to member firms

ALEX BURKE  |  TUESDAY, 12 JUN 2018
... existing and new," Rowe said. Rowe added that the extension of service to all member firms reflects CountPlus' new "owner-driver-partner" business model, which was also evidenced by member firm Robson Partners acquiring Walker & Andrews in April. ...

CountPlus appoints chief operating officer

KARREN VERGARA  |  THURSDAY, 3 MAY 2018
... will begin his new role, responsible for embedding CountPlus' value proposition and growing the network of firms under the "owner-driver-partner model." In line with its revitalisation and growth initiatives, Countplus also appointed corporate adviser ...

CountPlus firm acquires NSW practice

ALEX BURKE  |  FRIDAY, 13 APR 2018
... CountPlus chief executive Matthew Rose described the acquisition as an example of his company's new ownership model, styled as "owner-driver-partner." "To compete and succeed, the company has indicated it will step up and out of the 100% ownership model ...

La Trobe marches credit fund beyond $2bn

DARREN SNYDER  |  FRIDAY, 16 FEB 2018
... investment mandates in excess of $14 billion. Andrews added: "Following Blackstone's entry to our share register as an 80% owner, we are well placed to embark on our next phase of growth. We will also continue to broaden and evolve our product offering ...

Sydney advice firm launches insurance joint venture

DARREN SNYDER  |  MONDAY, 29 JAN 2018
One of the senior members at a Sydney wealth management firm will lead its new life insurance business following the establishment of a joint venture. HLB Mann Judd Sydney has appointed Andrew Kennedy to lead HLB Insurance Services, which will operate ...

AMP Capital invests in US telecoms giant

JAMIE WILLIAMSON  |  TUESDAY, 3 OCT 2017
AMP Capital closed a US$200 million mezzanine debt investment in the US' largest private owner and manager of communication infrastructure. AMP Capital's infrastructure debt team secured the investment in Vertical Bridge, which owns or leases towers ...

Lack of expertise driving down competition: APRA

ALEX BURKE  |  MONDAY, 18 SEP 2017
... have been taking steps to improve ROE expectations - largely by divesting parts of their wealth operations. "A significant driver of this trend is that many of these businesses have failed to fulfil performance and shareholder return expectations; ADIs ...

Super funds not future ready: Mercer

EMMA RAPAPORT  |  WEDNESDAY, 7 JUN 2017
... shows inconsistencies in how funds are seeking to grow. From a pool of leaders who believe consolidation to be the top driver of how funds will look in 2020, 71% expect organic growth tactics to be the largest source of member and FUM growth in the next ...