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Showing 51 - 60 of 337 results for "Potter"

Annual IMAP awards finalists revealed

CHLOE WALKER  |  THURSDAY, 21 JUL 2022
... Douglas Funds Consulting chief executive Nigel Douglas, SQM research head of research Robert da Silva and IMAP chair Toby Potter. According to Potter, this year the awards have received a larger number of entries than ever before. "This reflects the ...

BetaShares grows team amid increased demand

JAMIE WILLIAMSON  |  THURSDAY, 14 JUL 2022
... responsibilities" within the business. O'Connor joined BetaShares in 2016 and was previously an associate adviser at Bell Potter Securities, while Pattison was previously director of sales at Legg Mason and held roles with Challenger and Macquarie. ...

Equip makes key leadership appointments

CASSANDRA BALDINI  |  THURSDAY, 23 JUN 2022
... sector, spending the last 10 in superannuation. Previously, Harrison held senior leadership positions at VicSuper and Bell Potter Securities. Equip chief executive Scott Cameron said he is thrilled to have Harrison join the executive team on a permanent ...

Kate Howitt to leave Fidelity

CASSANDRA BALDINI  |  FRIDAY, 3 JUN 2022
... similar role at Three Pillars Portfolio Managers, Sydney, and has experience as an equity analyst for DVA Capital and Bell Potter Securities. Casey spent the first decade of his career in the Australian stock market and brings his current expertise of ...

Managed accounts FUM at $131bn

CHLOE WALKER  |  TUESDAY, 15 MAR 2022
... in the census ranged from the large platforms, banks, and MDA Providers through to individual licensees. IMAP chair Toby Potter said that the growth rate in managed accounts is almost approaching 40% per year. "This growth is up from approximately 30% ...

Bell Financial Group in AUSTRAC probe

JAMIE WILLIAMSON  |  THURSDAY, 17 FEB 2022
... ordered to assess compliance with financial crime laws. AUSTRAC has ordered that an external auditor be appointed to Bell Potter Securities, Bell Potter Capital and Third Party Platform to assess the three entities' compliance with anti-money laundering ...

LIC appoints former Wallaby as director

KARREN VERGARA  |  WEDNESDAY, 8 DEC 2021
... 14 years at Citigroup, which included leading the corporate equity broking division in Australia. He also worked at Bell Potter Securities as managing director of corporate broking for seven years. In 2017, ASIC banned Poidevin for five years for partaking ...

New chief technology officer for Bell Financial Group

CHLOE WALKER  |  MONDAY, 29 NOV 2021
... of chief technology officer Tillig will focus on strategically aligning technology across the group, which includes Bell Potter, Bell Commodities, Bell FX, Bell Potter Capital, Bell Direct, Desktop Broker and Bell Potter Online. Tillig has over 20 years ...

New FSC board appointment

ELIZABETH MCARTHUR  |  FRIDAY, 29 OCT 2021
... joining the firm in 2008 as chief operating officer. Prior to Bell Asset Management, Fels held leadership positions at Bell Potter Securities, UBS and NAB. FSC chair David Bryant welcomed Fels to the board. "Nick is a welcome addition to the FSC board ...

Macquarie Equities awards back-office mandate

KARREN VERGARA  |  TUESDAY, 26 OCT 2021
... Equities' private bank and wrap platform this month. TPP has been providing settlement and clearing services to Bell Potter Securities since November 2020; it operates under the brands Bell Direct, Desktop Broker and Bell Potter Online. BFG completed ...