Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 81 - 90 of 313 results for "Investment Adviser"

Former Macquarie advisers banned

JAMIE WILLIAMSON  |  WEDNESDAY, 19 SEP 2018
... in the Adelaide office of Macquarie Equities, while Campbell was an authorised representative and executive investment adviser in the same office. Both held these roles from November 2007 to June 2017. The corporate regulator's new Financial Services ...

UK adviser competency to be re-evaluated

JAMIE WILLIAMSON  |  THURSDAY, 6 SEP 2018
... and competence. The FCA has partnered with the Chartered Insurance Institute to develop a 'Regulated Retail Investment Adviser Re-evaluation' test for financial advisers with a level 4 Diploma in Financial Planning. The objective of the re-evaluation ...

Catholic Super appoints CIO

KANIKA SOOD  |  TUESDAY, 3 JUL 2018
Catholic Super, a $9.3 billion industry superannuation fund, is welcoming its new chief investment officer. Anna Shelley was announced as Catholic Super's chief investment officer today. In her most recent role, Shelley was Perpetual Investments ...

ASX-listed multi-boutique names new CEO

ALEX BURKE  |  FRIDAY, 22 JUN 2018
An ASX-listed multi-boutique with $70 billion in assets under management worldwide has named its new chief executive. Paul Greenwood takes the reins at Pacific Current Group having previously been the group's chief investment officer and co-founder. ...

J.P. Morgan expands Australian distribution

KANIKA SOOD  |  THURSDAY, 21 JUN 2018
J.P. Morgan Asset Management appointed two executives from CFSGAM and Dimensional as it bolsters distribution in Australia. Joining the $2.3 trillion asset manager's Australian business are James Matt and Jacqui Crothers. Matt will work as a JPMAM consultant ...

Boutique asset managers co-appoint distribution head

KANIKA SOOD  |  THURSDAY, 21 JUN 2018
Two boutique asset managers jointly appointed a new head of distribution for the Australian market. Katana Asset Management has about $60 million split between a listed investment company and an unlisted unit trust, while Insync Funds Management has ...

Rest awards global equities mandate

ALEX BURKE  |  WEDNESDAY, 23 MAY 2018
Rest has awarded a new global equities mandate to a US-based boutique. GQG Partners, part of Pacific Current Group's multi-affiliate suite, will manage a global equities portfolio for the $50 billion fund. The mandate brings GQG's total number ...

XTB launches ESG fixed income portfolio

KANIKA SOOD  |  MONDAY, 23 APR 2018
The $265 million fixed income securities manager has launched a fixed income portfolio of ESG securities, with an absolute return objective of 1% above the cash rate. The XTB emerald fixed income portfolio is a managed portfolio of individual bond units ...

US regulator to extend fiduciary rule

JAMIE WILLIAMSON  |  FRIDAY, 20 APR 2018
The financial services regulator in the United States is broadening the scope of the proposed fiduciary duty to combat conflicted investment advice and mitigate confusion around the differing standards to which different industry professionals are held. ...

DigitalX launches crypto-heavy fund

KANIKA SOOD  |  WEDNESDAY, 11 APR 2018
... as portfolio manager to the fund. The newly-formed DigitalX Funds Management business will act as the fund's investment adviser and parent-company DigitalX will hold a 73% interest, putting in $750,000 in seed capital drawn from its existing Bitcoin ...