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Showing 61 - 70 of 319 results for "Senior Analyst"

Boutique portfolio manager to retire

KANIKA SOOD  |  FRIDAY, 22 NOV 2019
... plans. Frank Villante will retire from Celeste Funds Management in November 2021. As a result, Celeste is promoting senior analyst Martin Byers, who joined the firm two years ago after a decade at UBS where he specialised in emerging companies. Byres ...

Risk advisers a dying breed: Research

HARRISON WORLEY  |  WEDNESDAY, 20 NOV 2019
... their total practice revenue from providing risk advice. Five years ago, the number stood at 34%. Investment Trends senior analyst King Loong Choi said more advisers were diversifying their offerings and focusing on a more "holistic" experience for clients. ...

Antares hires from Gandel family office

KANIKA SOOD  |  TUESDAY, 5 NOV 2019
MLC Asset Management's Antares Equities business has hired a senior analyst from billionaire John Gandel's family office, as it launches a new fund. Winston Chong is joining Antares Equities' investment team of nine people which manages $5.1 billion ...

Lifecycle strategies now mainstream: Research

KANIKA SOOD  |  WEDNESDAY, 18 SEP 2019
... grew from 21 to 26 during the same period indicating the growing popularity of lifecycle strategies," Rainmaker senior analyst Pooja Antil said. In terms of performance, lifecycle MySuper outperformed single strategy for younger age groups. "The lifecycle ...

Best and worst performing global shares funds revealed

KANIKA SOOD  |  FRIDAY, 13 SEP 2019
... half was really strong for equities and so even the worse performing funds made a positive return," Morningstar senior analyst, manager research Andrew Miles said. "But the benchmark [MSCI World] was up 17% to June end and so, relative to that investors ...

Portfolio manager departs

KANIKA SOOD  |  FRIDAY, 6 SEP 2019
... exhibited enviable stability over the decades, and this has cultivated a strong investment culture," Morningstar senior analyst Simon Scott said in a note. "Pleasingly, seasoned decision-makers Brian Matthews and Scott Weiner remain. Furthermore, Eric ...

UniSuper hires from Janus Henderson

KANIKA SOOD  |  TUESDAY, 3 SEP 2019
... Sutherland and Phan Tran's new appointments are not yet known. In the lead up to the announcement in January, another senior analyst at the Janus Henderson team Nick Sladen moved to Myer Family Office, taking on a portfolio manager role. At the time ...

Super funds hard to engage with: Research

ELIZABETH MCARTHUR  |  THURSDAY, 11 JUL 2019
... unaddressed super-related activities were also those perceived as the most difficult to conduct," Investment Trends senior analyst King Loong Choi said. "Given members' significant appetite for advice and education, super funds must improve their access ...

Fintech no real threat: Researcher

ELIZABETH MCARTHUR  |  TUESDAY, 21 MAY 2019
... Moody's said. However, smaller banks may still be vulnerable to disruption from fintechs. Moody's vice president and senior analyst Daniel Yu said: "Fintechs have grown substantially in recent years, leveraging technology to penetrate segments of consumer ...

Former UBS AM research lead joins fund manager

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2019
... years at UBS AM, Marissa Rossi is joining the Sydney-based Australian equities team of Milford Asset Management as senior analyst. Rossi has been UBS AM's head of research since 2007 and also currently looks after UBS's sustainable Australian ...