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Showing 71 - 80 of 147 results for "Portfolio Solutions"

Citi hires transition management expert

KARREN VERGARA  |  TUESDAY, 4 MAY 2021
Citi has welcomed a State Street veteran to lead its Asia Pacific transition management and portfolio solutions team. James Clark joins as a director based in Singapore where he has been located for the past 16 years. Clark will be responsible for managing ...

Rest appoints head of investment strategy

KANIKA SOOD  |  TUESDAY, 13 APR 2021
Rest has hired BlackRock's head of client portfolio solutions in Australia as the fund's head of investment strategy and asset allocation, while also naming a head of capital markets. Andrew Thomas will report to Rest's chief investment officer Andrew ...

bfinance names client consultant

ANNABELLE DICKSON  |  MONDAY, 19 OCT 2020
... worked with institutional investors for the past 10 years." bfinance global head of client consulting and portfolio solutions Malcolm Hunt agreed and said it is a pleasure to welcome Goldberg to the team. "Daniele's institutional investment experience ...

Ethical fund manager hires

JAMIE WILLIAMSON  |  MONDAY, 7 SEP 2020
... proven track record of delivering strong investment performance and working with clients to deliver optimal portfolio solutions, we're excited to have Rachel on board," U Ethical said. Commenting on her appointment, O'Connor said: "I am very ...

Managed accounts demand rises: Zenith

ELIZA BAVIN  |  TUESDAY, 23 JUN 2020
... addition to ESG solutions. Additionally, Perth-based group Boutique Advisers partnered with Zenith to develop portfolio solutions that further supported the existing investment philosophy for their clients while also providing increased investment reporting ...

Outsourced trading set to boom

ALLY SELBY  |  MONDAY, 25 MAY 2020
... to internalise their investment management, according to State Street Global Markets Asia Pacific head of portfolio solutions James Woodward. "There's a lot of considerations that these super funds would need to make; there's not only the people ...

Morningstar appoints adviser solutions head

HARRISON WORLEY  |  THURSDAY, 7 MAY 2020
... advisers across the various market segments in which they operate with our innovative platform and managed portfolio solutions," HUB24 managing director Andrew Alcock said at the time.

Investment firm adds portfolio manager

JAMIE WILLIAMSON  |  TUESDAY, 7 JAN 2020
... manager. Drummond Capital Partners is a global multi-asset investment manager and provider of managed account portfolio solutions to family offices and financial intermediaries. Cathcart joined from Cbus where he led portfolio integration, looking after ...

Time-poor advisers to embrace model portfolios

HARRISON WORLEY  |  WEDNESDAY, 18 DEC 2019
... clients as mounting regulatory and compliance responsibilities take their toll. According to SSGA's Model Portfolio Solutions and the Client Experience report, Australian financial advisers are struggling to juggle a mountain of compliance and regulatory ...

HUB24 upgrades distribution capabilities

HARRISON WORLEY  |  THURSDAY, 5 DEC 2019
... advisers across the various market segments in which they operate with our innovative platform and managed portfolio solutions," Alcock said.