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Showing 891 - 900 of 2811 results for "Advisory"

Changes on Lazard Aussie equities fund

KANIKA SOOD  |  THURSDAY, 18 MAR 2021
... the personnel changes. The fund is offered by Lazard Asset Management, which is separate to mergers and acquisitions advisory firm Lazard Australian Financial Advisory. The latter recently announced its plans to reverse from the Australian market which ...

JANA hires from NYSE

ANNABELLE DICKSON  |  TUESDAY, 16 MAR 2021
... operational efficiencies and enhanced client outcomes," she said. Last month JANA was awarded a mandate to provide investment advisory services TUH Health Fund after a three-way tender process in January 2021 and follows growth in JANA's investment ...

Bell AM wins mandate

KANIKA SOOD  |  MONDAY, 15 MAR 2021
... Management's global small and mid cap strategies to its clients in Europe, Asia and Middle East, in line with a traditional sub-advisory, fee share agreement. In turn, Bell was to UBP with market intelligence on Aussie institutional investors, as ...

Westpac exec goes part-time

ANNABELLE DICKSON  |  TUESDAY, 9 MAR 2021
Westpac's group general counsel & enterprise executive has stepped down and will move to a part-time advisory role. Rebecca Lim has been with the bank for 20 years and in her current role for a decade. She will continue in the role until a replacement ...

Australia to echo UK advice growth

ANNABELLE DICKSON  |  TUESDAY, 2 MAR 2021
... Intelliflo will be able to offer its customers around the world a broader range of end-to-end solutions that span the advisory lifecycle," Eatock said. Intelliflo currently supports over 2500 firms and over 25,000 users with assets under advice of £444 ...

Global investor confidence suffers

ELIZA BAVIN  |  MONDAY, 1 MAR 2021
... month." The Investor Confidence Index was developed at State Street Associates, State Street Global Markets' research and advisory services business, in partnership with FDO Partners. It measures investor confidence or risk appetite quantitatively by ...

JANA awarded mandate

ANNABELLE DICKSON  |  WEDNESDAY, 24 FEB 2021
The asset consultant has won a mandate to provide investment advisory services to a Queensland-based health insurer. TUH Health Fund selected JANA after a three-way tender process in January 2021 and follows growth in JANA's investment advisory offering ...

Wells Fargo sells asset management business

ELIZA BAVIN  |  WEDNESDAY, 24 FEB 2021
... Wells Fargo said the transaction will result in the automatic termination of four of its closed-end fund's investment advisory agreement and sub-advisory agreements. The funds' boards of trustees will be asked to approve new investment advisory arrangements ...

Fund manager hires distribution director

KARREN VERGARA  |  TUESDAY, 23 FEB 2021
... strongly despite the turmoil of markets in 2020," he said. Florida-based GQG has $77.7 billion in global assets under advisory, of which $7.4 billion is from clients in the Asia-Pacific region. The local firm won a $20 million global equities mandate ...

Industry fund expands leadership team

KARREN VERGARA  |  MONDAY, 22 FEB 2021
... private, member-based and government organisations. She was most recently a director of customer, brand and marketing advisory at KPMG Australia, and worked for consultancy firms like Accenture and Nous Group. Chief marketing officer Peter Theordorakopoulos ...