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Showing 61 - 70 of 147 results for "Portfolio Solutions"

Private equity firm divests Zenith

KARREN VERGARA  |  WEDNESDAY, 6 OCT 2021
... was founded 20 years ago. It has rated more than 1000 investment and superannuation funds and 150 investment portfolio solutions. Five V Capital investment professional Angus Whitehead said since the commencement of the partnership, "Zenith has achieved ...

CFS adds to managed account offering

ANNABELLE DICKSON  |  MONDAY, 27 SEP 2021
... while staying resilient in volatility. Lonsec has also collaborated with CFS for over a decade with model portfolio solutions. Lonsec chief investment officer Lukasz de Pourbaix said he is excited to now leverage this experience in a managed account ...

State Street hires from Macquarie

ELIZABETH MCARTHUR  |  THURSDAY, 12 AUG 2021
... Elliot Graham will lead State Street's transition management in the role of managing director within the bank's portfolio solutions team. Graham joins from Macquarie, where he has been transition manager for more than five years. Prior to that, he was ...

ASI specialist joins boutique

ANNABELLE DICKSON  |  THURSDAY, 15 JUL 2021
... firm's growth trajectory. "Our asset consultants play a crucial role in designing and creating purpose-built portfolio solutions and hence in solving our clients' investment problems," Swann said. "Nick's experience covers senior investment specialist ...

WealthO2 launches top manager MDA

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... well as member level tax component attribution," Bernasconi said. BlackRock Australia's head of model portfolio solutions Josh Persky added: "The addition of BlackRock Model Portfolios available on the WealthO2 platform is a welcome development." ...

Rest appoints Aussie equities head

ANNABELLE DICKSON  |  MONDAY, 21 JUN 2021
... with Singh, Rest hired Sonia Bluzmanis as head of global equities from BT and former BlackRock head of client portfolio solutions in Australia Andrew Thomas as the fund's head of investment strategy and asset allocation. Sally Cobb was also promoted ...

State Street launches dedicated crypto, blockchain business

JAMIE WILLIAMSON  |  FRIDAY, 11 JUN 2021
... tokenisation. The new business will be led by Nadine Chakar, currently head of global markets. As such, global head of portfolio solutions, FX sales and trading, and research for State Street Global Markets Tony Bisegna will step into the lead global ...

BlackRock unifies offering, rejigs executives

ANNABELLE DICKSON  |  THURSDAY, 3 JUN 2021
BlackRock Australia is combining its client business and iShares teams to deliver whole of portfolio solutions to clients, reshuffling its executives in the process. According to the investment giant, the bringing together of the teams will bring a ...

State Street names sales executive

KARREN VERGARA  |  WEDNESDAY, 19 MAY 2021
... contributing to the continued development of outsourced trading products. State Street Global Markets head of portfolio solutions for Asia Pacific James Woodward said: "An increasing number of asset managers and asset owners are likely to move to outsourcing ...

Research firm launches, hires Macquarie exec

KARREN VERGARA  |  MONDAY, 10 MAY 2021
... region. Goodman was most recently a division director at Macquarie where he led the Asia Pacific and EMEA portfolio solutions businesses. Prior to this, he was global head of business and product development for State Street Global Markets' transition ...