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Showing 71 - 80 of 283 results for "Asset consultants"

What fundies seek in an asset consultant

KANIKA SOOD  |  FRIDAY, 27 SEP 2019
... importance to their research, says Frontier Advisors. Frontier Advisors asked fund managers of their views of asset consultants as a part of a survey to determine their predictive skills and market expectations. Over the five years, fund managers' key ...

Eaton Vance hires institutional distribution head

HARRISON WORLEY  |  MONDAY, 9 SEP 2019
... responsibility for Eaton Vance's relationship with super funds, private banks, institutional investors and asset consultants in the region. Thurgood joins the firm after around six years at Nomura Asset Management where he was managing director. ...

Time to reset member return expectations?

HARRISON WORLEY  |  FRIDAY, 6 SEP 2019
... whether their success had made funds "complacent" in the face higher risks of a downturn. "Every year, we survey asset consultants and large funds about their expectations for all asset classes over the next decade," Rice Warner said. "The expected outcomes ...

Financial advisers weigh in on factor investing

KARREN VERGARA  |  THURSDAY, 16 MAY 2019
... investing whether they acknowledge this or not. Understanding how factors work and interact with each other enables asset consultants or fund managers to better capture their potential for excess return and reduced risk, he said. Factor investing, which ...

Class makes managed accounts play

JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2019
... will significantly accelerate growth to make Philo an even more attractive partner to advice groups, platforms, asset consultants and investment managers." Philo was established in 2012 and has contributed to the managed account offerings of Centric ...

InvestSense hires head of adviser solutions

KARREN VERGARA  |  THURSDAY, 14 FEB 2019
... clients. InvestSense was launched in 2014 as a portfolio construction and consulting firm by Van Eyk's former asset consultants Jonathan Ramsay, Jonathan Tolub and Andronaco. Carrington commented: "I've longed believed managed accounts will play ...

Global multi-boutique eyes Australia

KANIKA SOOD  |  MONDAY, 21 JAN 2019
... immediate plans to put up an Australian office. It will spend the next six months in developing relationships with asset consultants, super funds, and distribution partners. "The main focus in Australia is business development [for current boutiques]," ...

J.P. Morgan expands Australian distribution

KANIKA SOOD  |  THURSDAY, 21 JUN 2018
... see him responsible for developing and deepening relationships with key strategic clients including Australian asset consultants and research houses. He will be based in Sydney and report to JPMAM's Australian chief executive Rachel Farrell. In his previous ...

Fidelity extends institutional capability

HARRISON WORLEY  |  MONDAY, 4 JUN 2018
... whose current remit involves responsibility for the management of relationships with key clients and global asset consultants. The appointments are the latest in a series of hires at Fidelity, with former T. Rowe Price head of Australian research Viral ...

Cardena Private Wealth adds life insurance

KANIKA SOOD  |  WEDNESDAY, 18 APR 2018
... For Cardena, the move expands its client offerings. Cardena partners with estate planners, tax specialists, asset consultants, portfolio and investment managers and technology platforms. Previously called Arrive Wealth Management Sydney, Cardena joined ...