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Showing 81 - 90 of 563 results for %22asset consultants%22

BetaShares opens NZ office, makes hire

ANNABELLE DICKSON  |  WEDNESDAY, 5 MAY 2021
... Smartshares where he was client director - institutional. He was responsible for developing strong relationships with asset consultants and institutional investors. Prior to this, Bentley was managing director at Remarkable Capital and head of investor ...

Evergreen partners with Generation Life

KANIKA SOOD  |  MONDAY, 3 MAY 2021
Evergreen Consultants has launched a multi-asset portfolio with 18 external managers that is implemented via Generation Life's tax-effective structure. The Evergreen Responsible Growth Model is a tax-effective investment bond that will target a ...

Institutional mandates shrink

KANIKA SOOD  |  FRIDAY, 23 APR 2021
... (including industry, corporate, government funds), investment managers who appoint sub-advisors and implemented consultants. By asset classes, the individual managers winning the most mandates were: Australian equities (Alphinity, Macquarie and Hyperion) ...

Frontier hires from UK partner

ANNABELLE DICKSON  |  THURSDAY, 22 APR 2021
... five years as lead investment consultant to a range of LCP's defined contribution clients, advising trustees on strategic asset allocation, manager selection and governance matters. He was also a member of the wealth advisory team and head of manager ...

Evergreen Consultants bolsters team

ELIZABETH MCARTHUR  |  MONDAY, 12 APR 2021
... of Fidelity Investments Australia and having previously held senior positions at Barclays Global Investors and Rothschild Asset Management. "The appointments of Michael and Lia will help ensure we maintain our momentum. We have some very significant ...

Implemented Portfolios adds to team

ANNABELLE DICKSON  |  THURSDAY, 8 APR 2021
... where he was in transition management services for over four years. Prior to that he was in investment operations at Nikko Asset Management and in custody transition at J.P Morgan. He will report to head of investment services Chris Smith. Laura McInerney ...

Foresight Analytics acquires research firm

ANNABELLE DICKSON  |  MONDAY, 15 MAR 2021
... challenges associated with investment decisions, and collectively we will bring meaningful benefits such as the expanded asset class coverage across equities, bonds, real assets, alternatives as well as diligence ratings on private and public market ...

Fund manager hires distribution director

KARREN VERGARA  |  TUESDAY, 23 FEB 2021
... director of wholesale markets Daniel Bullock and will be a key point of contact for GQG's network of wholesale asset consultants, licensees, private banks and independent wealth firms. At Vanguard, Naidu worked in business development for six years ...

Janus Henderson adds to global leadership

ELIZA BAVIN  |  WEDNESDAY, 20 JAN 2021
... of UK & Ireland consultant relations and global head of consultant relationships. Prior to that he held positions at HSBC Asset Management and Deutsche Asset Management. This appointment builds on Janus Henderson's institutional team and reinforces the ...

FS team picks: The top stories for 2020

ELIZABETH MCARTHUR, KANIKA SOOD  |  THURSDAY, 17 DEC 2020
... running a funds management business and informed readers on how platforms, like Netwealth and Macquarie Wrap, and asset consultants are evolving, along with the regulatory environment in which they operate. These are our top picks for funds management ...