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Showing 51 - 60 of 324 results for "Investment adviser"

Fund manager hires distribution director

KARREN VERGARA  |  TUESDAY, 23 FEB 2021
... independent financial advisers and boutique planning groups. Prior to this, he was a private banker at BT and investment adviser at Macquarie Group. Bullock said the strong growth of the Australian business has created a need for additional senior personnel. ...

Ord Minnett expands footprint

ANNABELLE DICKSON  |  FRIDAY, 29 JAN 2021
... in Tasmania which will offer full-service stockbroking and financial planning. The office is led by senior investment adviser and branch manager Luke Rybarczyk, previously a client adviser at Bell Potter for nearly 10 years. "Ord Minnett was the right ...

Clime consolidates SMAs

ANNABELLE DICKSON  |  MONDAY, 25 JAN 2021
... co-chief executives Neil Schafer and Brett Spork. Clime also announced last year it had appointed Mercer as an investment adviser to support its managed account portfolios and acquired Madison Financial Group which has 100 advisers with $3 billion in ...

New AMP Australia chief executive

ELIZABETH MCARTHUR  |  FRIDAY, 11 DEC 2020
AMP has appointed a new chief executive for the AMP Australia business, replacing Alex Wade who exited suddenly. Former Sunsuper chief executive Scott Hartley will take over from Blair Vernon, who has been acting in the position since Wade's sudden ...

Clime appoints joint interim chief executives

ANNABELLE DICKSON  |  WEDNESDAY, 9 DEC 2020
... and Spork appointed as non-executive directors. Clime also announced last month it had appointed Mercer as an investment adviser to support its managed account portfolios.

SSGA names global investments chief

KARREN VERGARA  |  TUESDAY, 24 NOV 2020
... the investment process, he added. Separately, parent company State Street named Richard F. Lacaille as senior investment adviser to manage company-wide leadership of ESG solutions and services. Lacaille has been with SSGA for more than two decades and ...

Fidelity launches one-stop-shop platform

KARREN VERGARA  |  TUESDAY, 17 NOV 2020
Fidelity Investments has launched a one-stop-shop wealth management platform that helps investment advisers streamline the advice and portfolio construction process. Fidelity Managed Account Xchange (FMAX), which launched on November 16 in the US, allows ...

Clime chief executive steps down

ANNABELLE DICKSON  |  WEDNESDAY, 11 NOV 2020
... and Spork appointed as non-executive directors. Clime also announced last month it had appointed Mercer as an investment adviser to support its managed account portfolios.

Clime partners with asset consultant

ANNABELLE DICKSON  |  THURSDAY, 8 OCT 2020
Clime Investment Management appointed Mercer as an investment adviser to support its managed account portfolios. Mercer will be supporting Clime with strategic and dynamic asset allocation advice and assisting in selecting managers for the managed fund ...

It's not a bird or a plane; it's a new trading platform

ALLY SELBY  |  MONDAY, 7 SEP 2020
... lasts for generations to come". Other than Superhero, Sanlam's affiliates include Stockspot (online ETF investment adviser), Stake (trading platform allowing Australians and Kiwis to trade US stocks) and Maqro Capital, a stockmarket research and ...