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Showing 951 - 960 of 2094 results for jp morgan

Managed accounts usage to grow 38%

LAURA MILLAN  |  FRIDAY, 30 OCT 2015
... years' financial services experience including positions in custody, broking and portfolio administration. She joined from Morgan Stanley Wealth Management where she held a similar relationship manager role.

AFA gives Education, Michael Murphy awards

MARK SMITH  |  TUESDAY, 27 OCT 2015
... Heaysman, Wealthwise's Joseph Hoe, Powe Financial Advice's Karen Walmsley, Tilea Wealth's Tim Hall and Jawad Ahmad from Morgan Stanley. The association also held its annual graduation ceremony for advisers who had gained accreditations through Campus ...

J.P. Morgan wins two custody mandates

MARK SMITH  |  THURSDAY, 22 OCT 2015
J.P. Morgan has won custody mandates from the Australian arms of two large UK-based fund houses. Invesco Australia and Aviva Investors Australia have appointed the firm to provide custodial and fund services, underscoring the firm's market leadership ...

Towers Watson wins public sector fund mandate

DARREN SNYDER  |  FRIDAY, 16 OCT 2015
... philosophical alignment between Towers Watson and WA Super," Miller said. The mandate follows WA Super appointing J.P. Morgan as its custodian in August. At the time McNally said the appointment "would underpin a robust investment governance framework." ...

Steady funds thrive in low growth world

LAURA MILLAN  |  FRIDAY, 16 OCT 2015
... steadily -"not spectacularly"- over the long term is the right strategy to face the challenges of a low growth environment, Morgan Stanley senior portfolio manager Bruno Paulson said. He described the strategies he manages, the Global Quality Fund and ...

FEATURE: Investing in a world on hold

LAURA MILLAN  |  FRIDAY, 16 OCT 2015
... question is not when, but how. Emotions running high Market instability and the situation in China worry the Fed, J.P. Morgan global market strategist Kerry Craig says, "by not raising rates and not being very clear about what they are going to do, they ...

CFAs told ASIC is for the consumer

DARREN SNYDER  |  WEDNESDAY, 14 OCT 2015
... have undertaken professional development in financial literacy," Medcraft said. The ASIC chair said that according to Roy Morgan's national survey of Australians, only 24% say they trust financial advisers. He said ANZ's most recent Financial Literacy ...

Use of bank-aligned advisers in decline

LAURA MILLAN  |  WEDNESDAY, 14 OCT 2015
... with banks through their aligned financial planners is going down and it is being replaced by the internet. The latest Roy Morgan's Single Source surveyed over 50,000 people and found that the number of bank clients using their financial adviser to deal ...

Australian custody market grows to $2.8 trillion

DARREN SNYDER  |  FRIDAY, 9 OCT 2015
... foreign assets. NAB Asset Servicing ($702 billion) remains the largest overall player in the custody market, followed by J.P. Morgan ($558bn), BNP Paribas ($344bn), Citigroup ($318bn) and Northern Trust ($239bn). ACSA chair David Knights said the association's ...

Morningstar nabs senior equity analyst from J.P. Morgan

MARK SMITH  |  THURSDAY, 8 OCT 2015
... appointed a director of equity research to its Australian and New Zealand business. Carolyn Holmes joins the company from J.P. Morgan where she was most recently an executive director and senior equity analyst. Before that she worked as director and ...