The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 1 - 10 of 50 results for "Capital Advisers"

Equipsuper adds board director

ELIZABETH FRY | TUESDAY, 11 JUL 2023

... and assets, including five years with Towers Perrin's asset consulting practice and seven years at Access Capital Advisers He also did a stint at Palisade Investment Partners, where he was partner and head of investment operations. Widdup was one ...

JANA names new principal consultants

ELIZABETH FRY | FRIDAY, 18 NOV 2022

... previously worked for National Australia Bank Asset Servicing as a client relationship manager and for Access Capital Advisers in the asset consulting and performance teams. She noted that operations and governance is a rapidly growing and changing field. ...

Whitehelm Capital sells to German manager

KANIKA SOOD | TUESDAY, 14 SEP 2021

... billion in the segment. Whitehelm employs about 60 investment staff and was set up in 2014 Challenger and Access Capital Advisers merged their infrastructure operations. "We are really excited about partnering with PATRIZIA. They represent a perfect ...

Class makes acquisition, profit down

ANNABELLE DICKSON | TUESDAY, 17 AUG 2021

... statutory net profit was down 46% to $3.7 million with a $3.2 million loss attributed to the divestment of Philo Capital Advisers. Meanwhile, operating revenue was up 25% to $54.9 million and EBITDA was up 15% to $21.9 million. Class maintained its underlying ...

Class launches SMSF auditor tool

ANNABELLE DICKSON | MONDAY, 12 JUL 2021

... Elsewhere, last week Class announced it had decided to either convert or redeem its $3.1 million investment in Philo Capital Advisers after concluding it is not in the best interest of its shareholders.

Class to dump MDA investment

ANNABELLE DICKSON | TUESDAY, 6 JUL 2021

The SMSF technology platform has decided to either convert or redeem its $3.1 million investment in Philo Capital Advisers after concluding it is not in the best interest of its shareholders. Class previously made the investment prior to the introduction ...

Australian Unity adds to leadership

ANNABELLE DICKSON | MONDAY, 14 SEP 2020

Australian Unity's property division has appointed an Ocean St Capital Advisers executive director to the newly created role of general manager - investment and origination. James Goodwin has around 20 years' experience in property will be responsible ...

Expert hopeful ASIC understands MDA benefits

HARRISON WORLEY | THURSDAY, 12 SEP 2019

... point of discussion during a panel session at Financial Standard's recent Managed Account Forum. Asking Philo Capital Advisers chief executive Brett Sanders about the future of MDAs, panel moderator and BT Open head of distribution Christopher Mather ...

Melbourne advisory launches MDA

HARRISON WORLEY | THURSDAY, 30 MAY 2019

Third-party managed discretionary account provider Philo Capital Advisers launched an MDA service with a Melbourne-based advisory. Strategic Wealth linked with Philo Capital Advisers to implement an MDA service featuring BT Panorama, investment consulting ...

Former OneVue exec joins listed fund manager

ELIZABETH MCARTHUR | MONDAY, 27 MAY 2019

... 2014. In the interim he served as head of distribution at Aurora Funds Management and also head of sales at Philo Capital Advisers. Announcing the appointment, Clime said Karrasch has good reach across dealer groups and is respected across the financial ...

PAGE:

Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

Videos

Brought to you by

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

Maintaining a fundamental focus in a world obsessed with the short term

Follow the leaders

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

The market has changed. The opportunity hasn't.

Strength amid noise

A guaranteed future

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE