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| | The Grant Samuel Epoch Global Equity Shareholder Yield Funds have celebrated their fifth birthday, with funds under management in their retail pools of $800 million. The funds, which are managed by New York firm Epoch Investment Partners, offer a high ... |
| | | The Institute of Managed Account Professionals (IMAP) have maintained that the regulator's insistence on an annual review for managed discretionary account operators (MDAs) is excessive, and will push for a two-year requirement. In its submission to ... |
| | | Advisers and fund managers welcome the Australian Securities and Investments Commission (ASIC) review of Managed Discretionary Accounts (MDA) guidance as it will bring coherence and consistency to an under-regulated sector. "The review is a good thing ... |
| | | For the first time in nine years, the country's financial services regulator is placing the managed accounts sector through a comprehensive review, addressing grey areas and fixing major drawbacks that have long derailed the sector's growth. Institutions ... |
| | | Boutique international equities manager Wingate Asset Management has appointed Louise McIlwraith as executive director. In the newly created position, McIlwraith will have overall responsibility for business development, client and investor relations ... |
| | | Asian investment bank Nomura has a new executive chairman for its Australian operations, with the appointment of Peter Meurer last week. Meurer joined Nomura in November 2009 as chairman of investment banking, Australia, prior to which he was vice chairman ... |
| | | Boutique financial advisory and investment management firm Crystal Wealth Partners has named former Multiport chief executive John McIlroy as company director and shareholder. Prior to joining Crystal Wealth Partners, McIlroy was the founder of SMSF ... |
| | | Wilson HTM Investment Group has added three new advisers to its Melbourne based investment team. David Permezel has been appointed as a senior institutional adviser. Prior to joining Wilson HTM, he spent four years at E.L. & C Baillieu where he was ... |
| | | Crystal Wealth Partners has launched a unified managed account solution developed with specialist provider and AMP subsidiary Multiport. Called the Crystal Wealth Managed Account Service, it provides Crystal Wealth's clients with eight model portfolio ... |
| | | SMSF trustees are increasingly turning their attention to Australian shares, according to Multiport's recent quarterly SMSF Investment Patterns Survey. The survey covers around 1,800 funds and is administered on a daily basis which ensures that data ... |
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