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Showing 781 - 790 of 1653 results for "Excel"

Natixis IM appoints insto sales director

JAMIE WILLIAMSON  |  FRIDAY, 2 FEB 2018
Natixis Investment Managers has made an addition to its institutional sales team. Chris Spinos has been appointed as director of institutional sales, responsible for marketing and selling Natixis' range of affiliate strategies. Based in Sydney, Spinos ...

Zurich Investments awards small caps mandate

JAMIE WILLIAMSON  |  THURSDAY, 1 FEB 2018
A Sydney boutique fund manager won a small caps mandate from Zurich Investments. Sigma Funds Management was selected to manage the Zurich Investments Small Companies Fund. The fund, which invests solely in Australian small companies outside the S&P/ASX100 ...

CMC Markets hires head of sales trading

KARREN VERGARA  |  THURSDAY, 1 FEB 2018
CMC Markets announced its new Sydney-based sales trading head for the Asia Pacific and Canada division. Ashley Glover will lead the CMC Markets APAC team to build its high-net-worth and frequent trader client base, as well as focus on delivering customer ...

BTIM chief retires, successor named

JAMIE WILLIAMSON  |  THURSDAY, 1 FEB 2018
The chief executive of BT Investment Management Australia is retiring and a former First State Super executive is taking over. BTIM Australia announced the retirement of Michael Bargholz, effective 30 July 2018, and former First State Super chief investment ...

Former Fidelity consultant joins Legg Mason

ALEX BURKE  |  WEDNESDAY, 31 JAN 2018
Legg Mason has appointed a new national business development manager. Scott Bradley joins Legg Mason from Fidelity Investments in the US, where he spent seven years in multiple roles including financial consultant, investment consultant, financial sales ...

Zurich hires IOOF executive for new role

JAMIE WILLIAMSON  |  TUESDAY, 30 JAN 2018
The group head of research and portfolio construction at IOOF will join Zurich's Life and Investments business in March for a newly created executive role. As head of savings and investments at Zurich, Matthew Drennan will be responsible for the development ...

Online Aussie consumer giant enters life insurance market

ALEX BURKE  |  THURSDAY, 25 JAN 2018
One of Australia's leading online consumer brands is entering the life insurance industry via a distribution partnership. Under the agreement with life insurance distributor Greenstone Financial Services, Kogan.com (Kogan) will offer life insurance ...

Advice group solidifies Gen-Y positioning

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2018
... to other advisers looking to adopt a similar business model. The WE Coaching Academy is targeted at advisers looking to excel in advising Gen-Y clients as well as scaling their own business. Taking place in Melbourne and led by Kelly, the Coaching Academy ...

Ophir appoints new portfolio manager

ALEX BURKE  |  MONDAY, 22 JAN 2018
Small and mid-cap boutique Ophir Asset Management has recruited a new portfolio manager to work alongside co-founders Andrew Mitchell and Steven Ng. Tim Mitchell joins Ophir from Wavestone Capital, where he was an equity analyst. Prior to that, he was ...

Wealth firm acquires taxation educator

JAMIE WILLIAMSON  |  FRIDAY, 12 JAN 2018
An ASX-listed wealth management and financial advice firm has acquired a provider of in-house tax training for accountants and lawyers. Knowledge Shop, a wholly-owned subsidiary of Easton Investments, has paid $360,750 to acquire 65% of Taxbytes; a ...