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Showing 51 - 60 of 303 results for "Potter"

Super funds can spearhead infrastructure: Expert

HARRISON WORLEY  |  WEDNESDAY, 29 MAY 2019
... shareholders are expecting - then you exit that business." FSC economics and tax senior policy manager and panel chair Michael Potter agreed, and said it could be nothing more than evaluating the return on equity offered in banking being higher than ...

Former Vanguard broking and wealth expert joins Bell Direct

KARREN VERGARA  |  MONDAY, 27 MAY 2019
... position, responsible for leading the sales and marketing function across Bell Direct and its brands Desktop Broker and Bell Potter Online. A key focus will be driving investor and adviser take-up of Bell Direct's growing suite of products and spearheading ...

Boutique hires distribution lead from AMP Capital

KARREN VERGARA  |  FRIDAY, 24 MAY 2019
... May, he joined Pendal Group as head of private bank, broker and family office distribution. He previously worked at Bell Potter Securities in intuitional sales and trading, and is a former financial adviser at Morgan Stanley Smith Barney. Ophir manages ...

Industry fund adds board directors

ELIZABETH MCARTHUR  |  MONDAY, 8 APR 2019
... new members to its board of directors, which now only comprises 10 seats. CareSuper has welcomed Linda Scott and Robert Potter, following the retirements of long-serving directors Cate Wood and Gabriel Szondy and the completion of Andrea Walter's term. ...

Powerwrap makes a move on IPO

KANIKA SOOD  |  FRIDAY, 5 APR 2019
... In listing on the ASX, it joins fellow platform providers HUB24, Netwealth, Praemium and Managed Accounts Holdings. Bell Potter and Bailleau are the advisors on Powerwrap's IPO and Deloitte is the investigative accountant.

Investors stick with managed accounts despite volatility

HARRISON WORLEY  |  THURSDAY, 14 MAR 2019
... fronts towards the end of 2018 - the Royal Commission's potential recommendations and market volatility. IMAP chair Toby Potter said the institute's latest data - produced in conjunction with Milliman - shows investors paid little attention to the headwinds. ...

Platform acquisition boosts Bell Financial results

KARREN VERGARA  |  THURSDAY, 21 FEB 2019
... financial planners and institutions (Desktop Broker). The technology is also white labelled by HSBC, Macquarie and Bell Potter Online. Managing director Alastair Provan said: "We anticipate TPP will be a strong contributor to the group going forward ...

Asset manager shutters two funds

KARREN VERGARA  |  MONDAY, 5 NOV 2018
... similar investment purpose but charged lower management fees of 1.35% per annum. The fund was $77.52 million in size. Brad Potter and Jason Kim were portfolio managers of the funds.

Powerwrap appoints head of operations

JAMIE WILLIAMSON  |  THURSDAY, 20 SEP 2018
... role, expanding its senior management team. Hartnett was most recently head of portfolio administration services at Bell Potter Securities, overseeing about $2.7 billion in assets and 20 staff. He has also previously held senior roles with Goldman Sachs ...

Nikko AM wins Aussie equities mandate

KARREN VERGARA  |  TUESDAY, 14 AUG 2018
... ($766m). ANZ New Zealand Investments awarded the mandate to the Sydney-based Nikko Australian equities team, headed by Brad Potter. Nikko AM will use an Australian equity strategy based on a 25-year comparative value analysis. This is a high conviction ...