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| | | ... sees Copia as being the right partner to achieve that objective. With this latest distribution agreement, Copia now has seven investment partners: OC Funds Management, Vertium Asset Management, Chester Asset Management, ECP Asset Management, Artisan ... |
| | | | ... founders Steve Tucker and Paul Heath will continue to own more than 75% of the business alongside its staff. "Over the last seven years we have established Koda as a leading independent wealth advisory business, owned by its people and free from the ... |
| | | | ... joins from Investors Mutual, where he served as state manager for Victoria, Tasmania, and Western Australia for more than seven years. In this newly created role, Brooks will work alongside David Dix, Atrium's head of client investment services ... |
| | | | ... was at AXA Real Estate in both London and Budapest. He has been a member of the AM Australia Management Forum for the past seven years and stepped in to head the AM Australia and NZ business on an interim basis last year. "Mowat will play a key role ... |
| | | | New analysis from the Australasian Centre for Corporate Responsibility (ACCR) shows seven superannuation funds and many of the world's largest investment firms backed most 'Say on Climate' votes in 2021. There were 19 'Say on Climate' ... |
| | | | ... Executives Association Ltd (FEAL). The appointments come as former Spirit Super chief executive Leeanne Turner steps down after seven years. Stewart was named FEAL's Fund Executive of the Year in 2021 and also sits on the board of the Association of ... |
| | | | ... or burdens. "The investment products able to be traded or settled on ASX have grown substantially over the past five to seven years," it said. "Globally and in Australia, the demand for investment products continues to grow substantially, as investors ... |
| | | | ... of wind and solar farms across each state of the National Electricity Market. The portfolio will consist of interests in seven operating wind farms and five operating solar farms with a total economic capacity of 865MW. Timms concluded: "This marks the ... |
| | | | ... larger superannuation funds. The sample represents more than 50% of all SMSFs. Across the three financial years and examining seven asset classes (cash and term deposits, listed Australian equities, listed international equities, listed trusts, unlisted ... |
| | | | ... corresponding period, with 59% of advisers on BT Panorama utilising this feature in 2022. Meanwhile, BT is also set to add seven ESG focused managed portfolios to its BT Panorama platform. The additions are expected to be added to the BT Panorama platform ... |
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