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Showing 711 - 720 of 4725 results for "Jon"

US pension fund extends tobacco divestment

DARREN SNYDER  |  WEDNESDAY, 21 DEC 2016
The largest defined-benefit public pension fund in the US will divest from tobacco-related securities across its externally managed portfolios. The move by CalPERS comes on top of its decision in 2000 to divest tobacco from internally managed public ...

Centrepoint sells funding business for $20m

ALEX BURKE  |  TUESDAY, 20 DEC 2016
... the business funded $377 million in gross written premiums via over 420 commercial insurance brokers. BOQ managing director Jon Sutton explained: "BOQ Finance has developed expertise in offering specialised financing solutions for the SME sector through ...

APSEC appoints former Macquarie analyst

KERRIE SYDEE  |  THURSDAY, 8 DEC 2016
Atlantic Pacific Securities (APSEC) made a senior appointment to its analyst team. Tim Montague-Jones will join APSEC, bringing more than 20 years' of investment management experience. Montague-Jones joins from Macquarie Group where he was a senior ...

Netwealth partners for new private label

JAMIE WILLIAMSON  |  MONDAY, 5 DEC 2016
Netwealth has teamed up with a boutique wealth management firm for a private label managed accounts offering. Stanford Brown is the latest group to partner with the managed accounts provider, in what Netwealth joint managing director Matt Heine described ...

Bennelong fund added to two platforms

KERRIE SYDEE  |  FRIDAY, 25 NOV 2016
The Bennelong Concentrated Australian Equities Fund has been added to the Macquarie and BT Wrap platforms. Managed by Bennelong Australian Equity Partners (BAEP) the fund has achieved an average annual return of 17.49% since inception. The Concentrated ...

Hedge fund growth under pressure: EY

DARREN SNYDER  |  FRIDAY, 18 NOV 2016
... 42% expect to shift from co-mingled hedge funds to customised vehicles and segregated accounts. EY Oceania hedge fund leader Jon Pye said: "At a global level, we are seeing assets flowing to the managers that offer a wide array of non-traditional hedge ...

Active managers must promote success

KERRIE SYDEE  |  MONDAY, 14 NOV 2016
As active funds continue to struggle to outperform benchmarks, those that do should sing praise, says S&P Dow Jones Indices country head for Australia and New Zealand, Daphne van der Oord. Speaking to the latest S&P Indices Versus Active Funds (SPIVA) ...

Netwealth partners for new private label

JAMIE WILLIAMSON  |  THURSDAY, 10 NOV 2016
Netwealth has partnered with a boutique wealth management firm to launch a private label managed account. The platform provider has teamed up with Cardena Private Wealth to offer a variety of multi-asset, objectives-based models which utilise dynamic ...

Boutique advice firm joins Fortnum

KERRIE SYDEE  |  FRIDAY, 4 NOV 2016
A former AMP aligned advisory firm has joined non-institutionally owned licensee Fortnum Financial Advisers. Cardena Private Wealth, previously Arrive Wealth Management Sydney, has joined Fortnum as the firm positions itself to continue delivering professional ...

McMillin exits TWUSuper again

JAMIE WILLIAMSON  |  MONDAY, 31 OCT 2016
Twice-serving TWUSuper chief executive Bill McMillin has retired from the fund. According to the TWUSuper website, chief financial officer Frank Sandy has taken on the role of acting chief executive until a suitable replacement is found, with Wayne ...