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Showing 81 - 90 of 309 results for "Investment consultant"

CountPlus transfers SMA management

KANIKA SOOD  |  MONDAY, 1 JUL 2019
... Morningstar Investment Management to be a logical successor for Privilege, given the historical links as the investment consultant for the underlying model portfolios." CountPlus said existing clients will be able to continue accessing the solution through ...

Frontier adds consultant from WTW

ELIZABETH MCARTHUR  |  THURSDAY, 20 JUN 2019
... research from Willis Towers Watson. Paul Newfield steps into the lead role after eight years as a senior investment consultant at Willis Towers Watson. Prior to that posting, Newfield was with Mercer New Zealand for 12 years - where he led the retirement ...

Frontier Advisors adds consultants

JAMIE WILLIAMSON  |  MONDAY, 20 MAY 2019
... consulting function, working with a range of existing clients. Leslie joins from Mercer where he has been an investment consultant since 2016. He first joined Mercer a decade ago as a superannuation consultant. Meanwhile, Hoe joins from Lonsec where ...

Stewardship lessons from BlackRock

KANIKA SOOD  |  WEDNESDAY, 17 APR 2019
... research on six large asset managers who collectively manage more than US$17 trillion in assets. WTW senior investment consultant Jessica Melville said there has been increased focus on investor stewardship activity in Australia in recent years but there ...

Crestone builds investment team

KANIKA SOOD  |  TUESDAY, 9 APR 2019
... charities, endowments and large superannuation funds. Crestone has also hired Anshula Venkataraman as an investment consultant from Morningstar's Sydney-based manager research team. Both report to Crestone's chief investment officer Scott Haslem. ...

Future Fund hires from WTW

KANIKA SOOD  |  TUESDAY, 2 APR 2019
... Future Fund's deputy chief investment officer, portfolio strategy. In her most recent role, she was a senior investment consultant with Willis Tower Watsons since 2016 where she advised institutional clients in portfolio construction, strategic asset ...

WTW Australia asset consulting lead joins super fund

JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2019
... Taylor served as head of asset consulting at WTW Australia for eight months, prior to which he was a senior investment consultant and portfolio manager for more than four years. A spokesperson for WTW said the firm is in the process of recruiting a new ...

Mercer names head of investment consulting

KARREN VERGARA  |  TUESDAY, 12 FEB 2019
... former general manager of the Australian Goals Based Advice Association (AGBA), recently joined as a senior investment consultant in the institutional wealth team. Armitage's skills span investment strategy research, portfolio management, institutional ...

Portfolio implementation delays costing investors

JAMIE WILLIAMSON  |  TUESDAY, 18 DEC 2018
The speedier implementation of portfolio changes enabled by managed accounts can have a significant impact on investors' wealth, latest Lonsec analysis shows. Citing responsiveness as a key benefit of managed accounts, Lonsec measured the hypothetical ...

Mercer names senior investment consultant

KARREN VERGARA  |  THURSDAY, 13 DEC 2018
... senior appointment that will help grow its investment consulting business. Rebecca Jacques joins as a senior investment consultant in the Institutional Wealth Pacific team. Jacques is the former general manager of the Australian Goals Based Advice Association ...