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Showing 51 - 60 of 101 results for shaw and partners

Managed accounts hit milestone

ELIZABETH MCARTHUR  |  WEDNESDAY, 31 JUL 2019
... licensees at the end of March represented 1860 advisers. Those groups are Synchron, Merit Wealth, Interprac, Capstone, and Shaw And Partners Limited. The number of advisers in non-institutional AFSL groups is growing almost three times faster than the ...

Managed Account Awards finalists revealed

ELIZABETH MCARTHUR  |  THURSDAY, 30 MAY 2019
... Portfolio Managers Royston Capital Watershed Funds Management Multi Asset Class Canaccord Infinity Asset Management Resonant Shaw and Partners Soteria Capital Watershed Funds Management Australian Fixed Interest JB Were Mason Stevens Prime Financial ...

Praemium loses major client

KARREN VERGARA  |  MONDAY, 8 APR 2019
... direction," several new agreements will have a positive impact and exceed the revenue decline, Praemium said in an ASX statement. Shaw and Partners is the latest to extend its partnership with the platform provider, signing on for a further five years ...

Swiss group acquires stake in local wealth firm

KANIKA SOOD  |  THURSDAY, 14 MAR 2019
... the two form a long-term strategic partnership to expand globally. EFG International paid $61.2 million for the stake in Shaw and Partners, valuing the company at $120 million. Shaw and Partners has $12 billion in funds under advice while the Swiss group ...

Former Macquarie advisers have bans reduced

JAMIE WILLIAMSON  |  TUESDAY, 12 FEB 2019
... time Macquarie reported the misconduct to ASIC and dismissed both advisers. Both advisers then went on to be licensed by Shaw and Partners for more than 12 months before they were banned by the regulator. "The view was expressed to me that if they were ...

Blue Sky LIC adds new directors, denied pay rise

JAMIE WILLIAMSON  |  THURSDAY, 29 NOV 2018
... counsel for the likes of Arnotts Biscuits and Flexirent Capital. Meanwhile, Baillie is a former senior investment advisor at Shaw and Partners and founder of JB & Partners Corporate Advisory, specialising in corporate succession planning. The AGM also ...

SMSF investment platform begins, announces senior hire

DARREN SNYDER  |  WEDNESDAY, 28 NOV 2018
... platform will give SMSF trustees and other investors the choice of several managers, including foundation partners Schroders; Shaw and Partners; SG Hiscock; JBWere; InvestSense (in collaboration with Magellan and PIMCO); and Clime Investment Management. ...

IMAP awards managed accounts excellence

KARREN VERGARA  |  THURSDAY, 2 AUG 2018
... Australian Equity Partners DFS Portfolio Solutions DNR Capital Macquarie Investment Management SG Hiscock & Company (winner) Shaw and Partners Australian Equities Small Cap 8ip Pearl Funds Management Macquarie Investment Management (winner) Watershed ...

IMAP to recognise managed accounts excellence

JAMIE WILLIAMSON  |  TUESDAY, 10 JUL 2018
... Bennelong Australian Equity Partners DFS Portfolio Solutions DNR Capital Macquarie Investment Management SG Hiscock & Company Shaw and Partners Australian Equities Small Cap 8ip Pearl Funds Management Macquarie Investment Management Watershed Funds Management ...

Shaw and Partners shelves managed accounts partnership

KANIKA SOOD  |  MONDAY, 25 JUN 2018
Shaw and Partners, an investment and wealth management firm with $15 billion in assets under advice, has scrapped current plans for its potential managed accounts partnership with an ASX-listed provider. In its most recent business update, Managed Accounts ...