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Showing 61 - 70 of 166 results for "PALM"

Praemium SMAs go global

JAMIE WILLIAMSON | MONDAY, 29 JAN 2018

Praemium has added international model portfolios to its suite of separately managed accounts on the back of growing demand from financial advisers and their clients for global diversification. International models from managers including Arnhem Investment ...

Praemium chief flags UK pensions investments after record inflows

ALEX BURKE | WEDNESDAY, 10 JAN 2018

Praemium chief executive Michael Ohanessian said the firm is looking to invest further in the UK pensions market following record inflows for the December quarter. With combined gross inflows of $764 million, $216 million of which came from international ...

Praemium solution signs first client

KARREN VERGARA | WEDNESDAY, 29 NOV 2017

A wealth advice firm is the first to outsource its portfolio administration functions to a new Praemium offering. The new service builds on Praemium Portfolio, a reporting and performance analytics solution formerly known as V-Wrap, which integrates ...

Former Lehman Brothers chief unveils new asset manager

ALEX BURKE | TUESDAY, 7 NOV 2017

... veterans Matthew Rubin and Justin Gaines. In addition to its New York office, the firm is also expanding in Los Angeles and Palm Beach, Florida. Fuld said Matrix was launched in response to "clear opportunities in a flawed and fragmented financial services ...

Praemium grows SMA options

JAMIE WILLIAMSON | MONDAY, 16 OCT 2017

Praemium expanded its separately managed accounts offering, adding 16 new model portfolios. The $4.3 billion platform has added eight models with Shaw and Partners, four with Joseph Palmer, three with State Street and one Evans and Partners model. This ...

QIC boosts US presence with acquisition

DARREN SNYDER | TUESDAY, 3 OCT 2017

QIC is expanding its global real estate operation in the US through the purchase of 10 regional shopping malls on behalf of one of the investment giant's clients. QIC acquired additional interests in its joint venture partner Forest City Enterprises ...

Goodments outshines at WAMTech PitchFest

EMMA RAPAPORT | MONDAY, 3 JUL 2017

... with a mission to create a more sustainable future. Culver's prize includes tickets to the 2017 EY Strategic Growth Forum in Palm Springs, California in November and six months of mentoring from an EY leader to help grow and develop his business. The ...

Macquarie team joins Shaw and Partners

ALEX BURKE | THURSDAY, 22 JUN 2017

Shaw and Partners is bringing over a team of seven from Macquarie Private Wealth to manage a new Canberra office. Stephen Johnson will lead the new Canberra team along with fellow Macquarie veterans Rod Sutherland, Tom Kenyon, Penny Ponder, Neil Robertson ...

FSC and EY seek WAMtech revolution

EMMA RAPAPORT | TUESDAY, 23 MAY 2017

... a special event held in Sydney on 29 June, with the winner receiving two tickets to the 2017 EY Strategic Growth Forum in Palm Springs, California, as well as six months of business mentoring from an EY partner. Short-listed finalists will also be considered ...

Netwealth adds multi-asset and equity solutions

JAMIE WILLIAMSON | MONDAY, 15 MAY 2017

Futuro Financial Services clients can now access a range of diversified portfolios from Joseph Palmer & Sons, with Netwealth securing another private label deal. The model portfolios were added to the Netwealth platform as part of a partnership with ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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