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Showing 51 - 60 of 283 results for "Asset consultants"

Pain ahead for super trustees on unlisted valuations

KANIKA SOOD  |  MONDAY, 6 SEP 2021
... Ellis said. She said several trustees had an over reliance on external parties, including fund managers and asset consultants in their revaluations. Meanwhile, super funds with pre-established valuation committees typically had more robust valuation ...

YFYS spurs half to change asset mix

KARREN VERGARA  |  THURSDAY, 2 SEP 2021
... industry has been prompted to reassess how the new test will affect the decisions of investment committees, asset consultants and consequently asset allocation going forward. PIMCO head of Australia Robert Mead said that diversification remains as relevant ...

Advice firm acquires investment consultant

KARREN VERGARA  |  MONDAY, 26 JUL 2021
... client outcomes," Meredith said. Nemtsas said the past five years has seen a proliferation of new wealth-focused asset consultants. "However, some of these groups lack the necessary depth and breadth of knowledge, experience and stability. This creates ...

ASI specialist joins boutique

ANNABELLE DICKSON  |  THURSDAY, 15 JUL 2021
... advice." He added that Schoenmaker's appointment is an exciting next step in the firm's growth trajectory. "Our asset consultants play a crucial role in designing and creating purpose-built portfolio solutions and hence in solving our clients' investment ...

BlackRock unifies offering, rejigs executives

ANNABELLE DICKSON  |  THURSDAY, 3 JUN 2021
... and solutions to the Australian wealth market and manage the team responsible for relationships with retail asset consultants and research houses. "As we evolve our business to reflect changing market dynamics and client needs, we are pleased to be able ...

BetaShares opens NZ office, makes hire

ANNABELLE DICKSON  |  WEDNESDAY, 5 MAY 2021
... Smartshares where he was client director - institutional. He was responsible for developing strong relationships with asset consultants and institutional investors. Prior to this, Bentley was managing director at Remarkable Capital and head of investor ...

Fund manager hires distribution director

KARREN VERGARA  |  TUESDAY, 23 FEB 2021
... director of wholesale markets Daniel Bullock and will be a key point of contact for GQG's network of wholesale asset consultants, licensees, private banks and independent wealth firms. At Vanguard, Naidu worked in business development for six years ...

FS team picks: The top stories for 2020

ELIZABETH MCARTHUR, KANIKA SOOD  |  THURSDAY, 17 DEC 2020
... running a funds management business and informed readers on how platforms, like Netwealth and Macquarie Wrap, and asset consultants are evolving, along with the regulatory environment in which they operate. These are our top picks for funds management ...

JANA appoints NFP head

KANIKA SOOD  |  MONDAY, 14 DEC 2020
... leadership is a testament to his capability," JANA chief executive Jim Lamborn. The move comes as JANA -- like other asset consultants -- looks to diversify its client base outside of traditional superannuation clients, who face merger pressures and ...

Frontier Advisors eyes international clients

KANIKA SOOD  |  WEDNESDAY, 28 OCT 2020
... are increasingly looking to invest outside government bonds and have low historic involvement of independent asset consultants. Frontier has been cultivating relationships in the region for five years and has yet to score a consulting client.

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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