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Showing 611 - 620 of 2094 results for "Morgan"

Praemium loses major client

KARREN VERGARA  |  MONDAY, 8 APR 2019
... Partners previously conducted in-house. The incremental contractual value is about $1 million per annum. In late March, Morgan Stanley Wealth Management announced it will transition about 2500 new portfolios to Praemium, building on an existing relationship. ...

JPMorgan portfolio manager leaves

KANIKA SOOD  |  TUESDAY, 2 APR 2019
... strength and depth of our investment talent and our well-resourced, globally integrated multi-asset solutions team," a JP Morgan spokesperson said. Morningstar put the fund under review on Friday afternoon. "JP Morgan has no immediate plan to replace ...

Mine Super names new chief investment officer

JAMIE WILLIAMSON  |  FRIDAY, 29 MAR 2019
... portfolio implementation. Prior to joining Mine Super, Collins spent more than a decade working in superannuation at JP Morgan Chase Bank. He has also previously held senior roles with the ASX. The fund said his appointment solidifies his already strong ...

Morgan Stanley extends platform partnership

KANIKA SOOD  |  THURSDAY, 28 MAR 2019
Morgan Stanley Wealth Management is transitioning 2,500 new portfolios to an independent platform, building on their existing relationship. In a new agreement, MS Wealth Management will add 2,500 portfolios with international assets to Praemium's platform ...

J.P. Morgan appoints new local chief

KANIKA SOOD  |  THURSDAY, 28 MAR 2019
J.P. Morgan has appointed a new chief executive for its business in Australia and New Zealand, as the incumbent moves into an APAC role. Robert Bedwell is taking the top job after working as the head of sales and marketing. Bedwell moves into the role ...

Curtain call for JCP Investment Partners

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2019
... Capital, LGIAsuper and Energy Super. The Melbourne-based boutique was established in 1998 as a joint venture with J.P. Morgan Asset Management, but became majority owned when its employees, directors and long-term advisers acquired J.P. Morgan Asset ...

Morgans Financial licence conditions lifted

ELIZABETH MCARTHUR  |  MONDAY, 25 MAR 2019
A full-service stockbroking and wealth management firm with over 60,000 active clients has had additional licence conditions lifted. Morgans Financial had the conditions imposed in November 2016. ASIC has now removed the conditions as at March 19. The ...

Blue Sky appoints new chief executive

HARRISON WORLEY  |  WEDNESDAY, 13 MAR 2019
... join the Brisbane-based firm on April 15. Aspen announced yesterday Cann - who previously served in senior roles at JP Morgan and Aberdeen Asset Management - would depart the group on April 12, after two and half years restructuring the organisation ...

Industry super performance moves members: Research

HARRISON WORLEY  |  THURSDAY, 28 FEB 2019
... impress members more than retail counterparts when it comes to financial performance. Latest figures from researcher Roy Morgan show industry super funds continue to skip ahead of retail funds in terms of member satisfaction, with a 4.8 percentage point ...

Rich families stingier with charities

KANIKA SOOD  |  MONDAY, 25 FEB 2019
... their household income in 2018 compared to those on the other end of the economic spectrum, a new study has found. Roy Morgan found that households bringing in $130,000 to $250,000 in household income gave away an average of $424 in the calendar year ...