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Showing 681 - 690 of 5059 results for "Sales"

Fidelity moves into SMAs

ANNABELLE DICKSON  |  WEDNESDAY, 1 SEP 2021
... offering these new capabilities, we can develop stronger, deeper relationships with our clients." Fidelity head of wholesale sales Simon Glazier added: "The SMA structure makes sense for the right client because investors own the shares they're invested ...

Life insurer wins RAC mandate

KARREN VERGARA  |  FRIDAY, 27 AUG 2021
... has 1.2 million members and will access NobleOak's products from late 2021. RAC insurance general manager of product sales Damien Van Pelt said RAC is a purpose-led organisation that strives to to deliver great services and experiences. "We are focused ...

Bravura appoints chief executive

ANNABELLE DICKSON  |  WEDNESDAY, 25 AUG 2021
... The decrease was due to COVID-19 causing a decline in professional services work in the UK which also impacted Bravura's sales pipeline. "Despite the impact, we have responded to changing market conditions and evolved Bravura's strategy to stay well ...

Westpac cops $10.5m fine

ANNABELLE DICKSON  |  TUESDAY, 24 AUG 2021
... account. Westpac Securities and BT Funds are only licensed to provide general advice. "Westpac was actively conducting a sales campaign aimed at rolling customers from their existing superannuation accounts into Westpac superannuation products. In doing ...

Jupiter AM adds APAC insto lead

JAMIE WILLIAMSON  |  THURSDAY, 19 AUG 2021
... appointed to the role, joining from Allianz Global Investors where he was managing director, head of Asia Pacific institutional sales. Phua brings close to 25 years' experience, almost 22 of which were spent with Allianz Global Investors. Having joined ...

360 Capital winds up listed equities business

KANIKA SOOD  |  THURSDAY, 19 AUG 2021
... collaboration with Clime Investment Management. Alongside exiting the listed equities business, 360 Capital has started a formal sales process for its digital infrastructure holdings, where it has co-investment and management rights. It currently has ...

Pinnacle hires from Schroders

KANIKA SOOD  |  THURSDAY, 19 AUG 2021
Pinnacle Investment Management has appointed an associate director in its EMEA sales team, hiring from Schroders. James Longman will cover Pinnacle's institutional and wholesale investors across the UK, Europe, Middle East and Africa. Longman joins ...

ASIC outlines approach to reforms amid uncertainty

JAMIE WILLIAMSON  |  FRIDAY, 13 AUG 2021
... the industry must also comply with the new design and distribution obligations, new restrictions on hawking, the deferred sales model for add-on insurance, and updated internal dispute resolution requirements. Outlining the approach the regulator will ...

ASI appoints Asia Pacific wholesale head

KANIKA SOOD  |  THURSDAY, 12 AUG 2021
... and APAC management committees. He worked at UBS Asset Management for 22 years, with other roles including platform fund sales activities including shelf management, positioning, book steering, after-sales and fund offering for its Asia Pacific wealth ...

Challenger chief executive to step down

KARREN VERGARA  |  TUESDAY, 10 AUG 2021
... benchmark over three years. The life unit sold $6.9 billion worth of products, up 35% year on year, with domestic institutional sales driving the growth to $4 billion. Challenger's performance demonstrates that diversifying our client base, distribution ...