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| | | Shaw and Partners added eight new separately managed account strategies in response to growing client demand for access to a greater number of asset classes. Since launching SMA solutions in August last year with the introduction of the Hybrid Income ... |
| | | | ... higher value services and processes using Moneysoft's technology," Moneysoft head of technology and commercial operations, Jon Shaw said. |
| | | | ... investments & portfolio strategy, VanEck Australia Adrian McRae, financial planner, Grimsey Wealth Adam Dawes, wealth manager, Shaw and Partners John Dyall, head of investment research, Rainmaker Group Also in the lead up to the forum, Financial Standard ... |
| | | | ... that engage clients, earlier in their overall financial journey." MoneySoft head of technology and commercial operations Jon Shaw said: "Through our discussions and interactions with Fortnum's team over the last 12 months, it became clear that our proposition ... |
| | | | Shaw and Partners is bringing over a team of seven from Macquarie Private Wealth to manage a new Canberra office. Stephen Johnson will lead the new Canberra team along with fellow Macquarie veterans Rod Sutherland, Tom Kenyon, Penny Ponder, Neil Robertson ... |
| | | | Boutique investment firm Shaw and Partners appointed Martin Crabb as its chief investment officer. Prior to his promotion, Crabb served as head of research for six years. He's held senior roles at Macquarie namely as an executive director, and led teams ... |
| | | | ... roles with firms including Merrill Lynch, RBS Morgans and RM Capital. Radford has held senior roles at Rivkin Securities and Shaw and Partners, and has extensive investment management, research and advisory experience across domestic and global equities ... |
| | | | Shaw and Partners has appointed two new advisers. The first, John Wardman, joins Shaw's Sydney office directly from Macquarie Private Wealth, where he spent 13 years. In an internal memo, Shaw and Partners head of private wealth and co-chief executive ... |
| | | | Shaw and Partners has reorganised its management structure, appointing two co-chief executives. Under the new arrangement, managing director Allan Zion will be appointed co-chief executive alongside current head of private wealth Earl Evans, who was ... |
| | | | Shaw and Partners has appointed a sales trader in its institutional equities team. Sam Kanaan joins Shaw and Partners from Merrill Lynch, where he specialised in equities trading for institutional clients, focusing on small cap, listed real estate and ... |
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