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Showing 81 - 90 of 347 results for "Asgard"

Head of distribution exits listed platform

JAMIE WILLIAMSON  |  THURSDAY, 28 SEP 2017
... Services. He is also a former head of distribution at Decimal and former associate director of institutional sales for Asgard. The news follows on from the platform's 2017 annual results which saw the company return its first full-year profit, which ...

Fund manager chief steps down, appoints investment director

KARREN VERGARA  |  FRIDAY, 25 AUG 2017
... member at Skandia Australia. In 1987, he was appointed head of financial planning and investment strategy at Sealcorp (now Asgard). Separately, with 32 years of portfolio management experience under his belt, James Cook commenced as investment director ...

Fidelity hires new director

KARREN VERGARA  |  THURSDAY, 17 AUG 2017
... partners with the aim of commercialising relationships to meet net sales targets. Prior to this, he held senior roles at Asgard and BT Financial Group working as a senior business development manager and a wraps specialist respectively. In appointing ...

HUB24 lures BTFG executive

KARREN VERGARA  |  FRIDAY, 23 JUN 2017
... Lawrenson will start his new role in mid-August after serving more than 20 years at Westpac subsidiaries BT Financial Group and Asgard. He most recently led SMSF product and distribution strategies across BTFG's Panorama platform, helping it grow to ...

MDA operator appoints distribution head

JAMIE WILLIAMSON  |  THURSDAY, 8 JUN 2017
... director of business development with Calastone for almost two years and has previously held roles with Macquarie Bank, Asgard and Count Financial. Managedaccounts.com.au chief executive David Heather said: "Using his considerable experience in financial ...

BT and Asgard add bond fund

ALEX BURKE  |  TUESDAY, 4 APR 2017
An active bond fund has been added to the BT Wrap and Asgard platforms. Jamieson Coote Bonds' Active Bond Fund is the retail form of its wholesale Australian government bond strategy; it was recently rated as "recommended" by Lonsec. The fund is distributed ...

Panorama fortifies BTFG adviser market

KARREN VERGARA  |  FRIDAY, 24 MAR 2017
... infrastructure and connect it to the rest of the banking group, consolidating seven legacy systems from Westpac, St George and Asgard into one core operating platform. Now in migration phase, the biggest priority is to get existing customers in the new ...

YBR partnership drives wealth renewal

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2017
... has introduced three new lower cost index investment options and made the YBR model portfolios available on Macquarie and Asgard platforms. Minimum requirements have now been introduced for all new financial advisers employed by YBR, including that the ...

Netwealth dominating platform sector

JAMIE WILLIAMSON  |  WEDNESDAY, 1 MAR 2017
... performance in 2016 saw HUB24 climb to second overall. The top five was rounded out by Colonial First State FirstWrap, Asgard eWRAP and Macquarie Wrap (including Perpetual Private Wrap).

Top 10 executive appointments in 2016

STAFF WRITER  |  FRIDAY, 23 DEC 2016
... Prior to that, he was head of key accounts and dealer services at BT Financial Group, and has also held senior roles at Asgard and MLC. In his new role, Whereat will oversee ANZ's aligned financial planning groups. ANZ has also appointed Joe McGrath ...