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Showing 861 - 870 of 4125 results for "Analyst"

Managed accounts provider recruits portfolio manager

KARREN VERGARA  |  MONDAY, 3 JUN 2019
... Justin Woerner as a portfolio manager in April. He spent more than 14 years at Hyperion, starting out as an investment analyst before becoming a portfolio manager in July 2008. Prior to Hyperion, Hyperion worked at Macquarie Group and Navigator Research. ...

Shock win leaves investors worse off

HARRISON WORLEY  |  MONDAY, 3 JUN 2019
... and working through various scenarios and 'what ifs' restored some confidence." Apt Wealth Partners senior investment analyst Sarah Gonzales agrees, saying Apt's clients were told to hold off. The firm also advised clients the policy's muted effects ...

Active managers overcharge: Research

KANIKA SOOD  |  TUESDAY, 28 MAY 2019
Most active Aussie equity funds should be charging between 35 and 65bps as a significant chunk of their returns can be attributed to factors instead of skill, according to new research by VanEck. This may come as a surprise for investors and financial ...

Hard times ahead for platforms

KANIKA SOOD  |  THURSDAY, 23 MAY 2019
New research by UBS found wealth management giants could lose more than 30% of their platform profits even if they undertake "radical cost surgery". The big players' funds under administration have been plagued by leakage to independent platforms, retail ...

Global equities boutique opens Australian office

JAMIE WILLIAMSON  |  TUESDAY, 21 MAY 2019
A US-based global equities boutique has established an Australian office, with a former Perpetual Private analyst appointed to lead the local business. Sustainable Growth Advisers, headquartered in Connecticut, has opened an office in Sydney to meet ...

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 ...

Frontier Advisors adds consultants

JAMIE WILLIAMSON  |  MONDAY, 20 MAY 2019
... Mercer a decade ago as a superannuation consultant. Meanwhile, Hoe joins from Lonsec where he served as a senior investment analyst for more than three years. Prior to Lonsec, Hoe spent five years at IOOF as an investment operations officer and research ...

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 ...

Multi-asset SMA launches

KARREN VERGARA  |  TUESDAY, 14 MAY 2019
... performance. "Resonant's multi-asset SMAs do just that," he said. Prior to Resonant, Morton was a senior quantitative analyst at Colonial First State Global Asset Management and held senior roles at MSCI and Citi. Holder was a director and chief investment ...

UBS co-head of equities departs

KANIKA SOOD  |  WEDNESDAY, 8 MAY 2019
... alongside Steve Boxall, who will now have the sole responsibility for the role. Williams joined UBS in 2004 as a research analyst working on diversified financials. He was promoted to managing director in 2012 and became the head of research for the ...