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Showing 81 - 90 of 1173 results for "Advisors"

American Century appoints local distribution heads

CHLOE WALKER  |  MONDAY, 19 SEP 2022
... particular focus on Latin America. Previously, McKibbin was head of ETF Managed Portfolio Solutions State Street Global Advisors. Meanwhile, Michelle Kidd, who has been vice president of American Century's Institutional Advisory Group since 2018, has ...

Legendary US adviser backs Lumiant

JAMIE WILLIAMSON  |  TUESDAY, 13 SEP 2022
... company's mission to empower more individuals and their families to confidently live their best lives by engaging with their advisors in a unique, leading-edge values-based advice process," Lumiant said. Lumiant co-founder and global chief executive ...

Kate Farrar's top tips when merging

JAMIE WILLIAMSON  |  TUESDAY, 6 SEP 2022
... same time, funds need to continue with business as usual. It's here that Farrar suggests leaning on some trusted advisors because experience with a merger or acquisition presents a significant development opportunity for staff involved. "The team ...

HESTA awards major global equities mandate

JAMIE WILLIAMSON  |  MONDAY, 15 AUG 2022
... likes of BlackRock, Generation Investment Management, Lazard Asset Management, Martin Currie and State Street Global Advisors in managing global equities mandates for HESTA.

Activus SMAs now available to more advisers

JAMIE WILLIAMSON  |  FRIDAY, 5 AUG 2022
Activus Investment Advisors is making its suite of SMA portfolios available on platform for the first time, partnering with Macquarie Wrap. The Activ-ator range was launched four years ago, comprising multi-asset portfolios with four risk profiles ranging ...

JPMAM bolsters APAC alternatives distribution

CHLOE WALKER  |  TUESDAY, 26 JUL 2022
... Pacific chief executive Dan Watkins, Leung will work closely alongside the firm's alternatives investment team and client advisors to develop and position alternatives solutions across hedge funds, real assets, private equity, private credit, and liquid ...

Annual IMAP awards finalists revealed

CHLOE WALKER  |  THURSDAY, 21 JUL 2022
... Stanley Wealth Management, Oreana Financoal Services Portfolio Advisory Service, Perpetual Private and State Street Global Advisors will vie for the title. Meanwhile, DNR, Elston Asset Management, Infinity Asset Management, Macquarie Asset Management ...

Foresight buys Infrastructure Capital Group

JAMIE WILLIAMSON  |  WEDNESDAY, 13 JUL 2022
... having access to Foresight's expertise, global footprint and product offerings." ICG was advised by Berkshire Global Advisors.

Sri Lanka announces bankruptcy

CHLOE WALKER  |  FRIDAY, 8 JUL 2022
... staff level. This is not a straight-forward process," he said. Wickremesinghe added that Sri Lanka's financial legal advisors are working on a debt sustainability report to be submitted in August.

Julia Lee pops up at State Street

ELIZABETH FRY  |  FRIDAY, 8 JUL 2022
Julia Lee, one of Australia's most popular financial commentators, has landed at State Street Global Advisors SPDR as an equity investment strategist for the Asia Pacific. Lee - who joins from Burman Invest, which she founded and served as investment ...