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Showing 81 - 90 of 113 results for %22Steve Williams%22

Hunter Hall funds and LIC receive makeover

JAMIE WILLIAMSON  |  TUESDAY, 6 JUN 2017
The investment strategies for Hunter Hall's international equities funds will be updated following its merger with Pengana Capital, while the Hunter Hall Global Value board has also received a shakeup. Maintaining the current ethical screens in their ...

Investment manager introduces director

JAMIE WILLIAMSON  |  TUESDAY, 18 APR 2017
A Surfers Paradise-based diversified investment firm welcomed a new director to its board. Charter Pacific has appointed Steven Cole to its board, following the retirement of Peter Bradfield. Cole is the company secretary of Charter Pacific, contributing ...

Financial advice standards body revealed

JAMIE WILLIAMSON  |  MONDAY, 10 APR 2017
... Utz. Other FASEA board members include: Deborah Kent Carolyn Bond Mark Brimble Matthew Rowe Catriona Lowe Simon Longstaff Steve Somogyi Michael O'Neill Minister O'Dwyer said the FASEA board's primary focuses will be ensuring the financial viability of ...

Mercer appoints acting CIO

JAMIE WILLIAMSON  |  MONDAY, 3 APR 2017
... Glenna O'Callaghan; head of governance, legal and risk consulting Peter Baker; and workforce management leader Judith Williams were all promoted to partner as well. Mercer chief operating officer, Pacific, Andrew Godfrey, described the appointment of ...

Global SMA rated superior

JAMIE WILLIAMSON  |  FRIDAY, 31 MAR 2017
A separately managed account portfolio providing investors with exposure to major tech disruptors was awarded a superior investment grade rating from SQM Research. The Loftus Peak Global Change Model Portfolio was awarded four out of a possible five ...

Advisers to consult on ASIC's behalf

JAMIE WILLIAMSON  |  WEDNESDAY, 29 MAR 2017
ASIC has formed a committee comprising practicing financial advisers in a bid to improve the advice industry's engagement with the regulator. The Financial Advisers Consultative Committee (FACC) will complement ASIC's existing engagement with the industry ...

Sentry Group awards industry excellence

JAMIE WILLIAMSON  |  TUESDAY, 28 MAR 2017
A West Australian advice firm was named Practice of the Year in Sentry Group's 2016 Excellence Awards. Mount Hawthorn-based PMM Financial Advisors received the award at an event in Perth, with Sentry Group chief executive Murray Hills saying the non-aligned ...

Findex assigns Aussie equities mandate

JAMIE WILLIAMSON  |  THURSDAY, 16 MAR 2017
... that often weighs down a fund management group." The Altair investment management team includes former UBS chief economist Steve Roberts and Gerard Minack, who was previously head of global developed markets strategy for the entire Morgan Stanley Group. ...

Life insurance industry rebuts need for greater reform

JAMIE WILLIAMSON  |  MONDAY, 6 MAR 2017
... Self-regulation is an efficient way to bring about pro-consumer changes in the sector." Loane also urged the Committee, chaired by Steve Irons, to enable life insurers to offer targeted rehabilitation payments to smooth recovery for sick or injured persons ...

BT Wrap adds absolute investment fund

JAMIE WILLIAMSON  |  FRIDAY, 3 MAR 2017
Monash Investors added its flagship fund to BT Wrap's investments menus recently. Monash Investors co-portfolio manager Simon Shields said the firm is pleased the Monash Absolute Investment Fund is now available on the platform. "The fund has experienced ...