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| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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