Search Results | Showing 731 - 740 of 8455 results for "Managed" |
| | | ... brokers and would routinely wait until later in the trading day to allocate the trades among clients in the portfolios he managed. Throughout the delay between placing and allocating trades, it "gave him the opportunity to observe price movements", which ... |
| | | | ... experience. He came from Encompass Corporation as its head of sales and client management, Continental Europe. Prior to that, he managed client relationships in various management firms. Jessurun is based in London and will focus on expanding Bravura's ... |
| | | | ... Kerlin added that AustralianSuper has now streamlined its approach in dealing with death claims. "All death claims are now managed internally, and all beneficiaries are assigned a case manager as a single point of contact for the entire process," Kerlin ... |
| | | | ... superannuation business has been steadily growing in recent years. This year, it converted all its diversified funds to separately managed accounts to give investors greater flexibility and control. It also allowed the group to reduce its administration ... |
| | | | ... long-term wealth creation tools, Betashares said. In addition to the new offering, the platform also provides investors with managed portfolios, automated recurring investments, personalised tax tools, and exclusive insights for informed investment decisions. ... |
| | | | ... designed for the wealthy via Digital Fund Tokens (DFTs). The platform essentially houses MezFi Fund 1, an ASIC-registered managed investment fund that aims to achieve returns of 9% to 13% per annum, targeting retail investors in Australia and New Zealand. ... |
| | | | ... Creators Fund (SGWC), offering access to high-quality companies to wholesale and institutional investors. The actively managed fund aims to deliver annual returns of 3-4% above the MSCI World index, in a concentrated portfolio of 15-30 business across ... |
| | | | ... better disclosure from super funds so it can properly assess the risk factors. "We look at how conflicts of interest are managed, what is disclosure like, what is the governance like of the entities where people might be investing," she said. |
| | | | ... directors of highly speculative property schemes. "The investment is often buried through the vehicle of a newly created self-managed super fund and increasingly we are seeing investments described with reference to NDIS-compatible housing, presumably ... |
| | | | ... most complaints with 847. AMP Financial Planning received 30 complaints and Commonwealth Financial Planning received 17. Managed investments also received a hefty number of complaints at 289, making up more than half of complaints in the investment and ... |
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