Search Results | Showing 1 - 10 of 26 results for "Class Portfolio" |
| | ... responsible for the delivery of customer service excellence across the Class suite of products - Class Super, Class Portfolio and Class Trust. Williams, previously the company's head of operations, has been appointed general manager, NowInfinity ... |
| | | A newly created role has been added to QIC's investment function, appointing someone from another division. The new position is senior portfolio manager, State Investments and is now carried out by Andrew Whittaker. Whittaker was previously senior portfolio ... |
| | | ... Tritton said: "The new advisers are welcome additions to our growing team. Crestone offers global, multi- asset class portfolio construction and management solutions and we are confident the expertise these six advisers possess will complement our existing ... |
| | | ... Singapore where he has been located for the past 16 years. Clark will be responsible for managing multi-asset class portfolio transitions, derivative overlays, currency overlays and other portfolio-related solutions for institutional investors in the ... |
| | | ... tremendous success of the Diversified Income Fund in New Zealand, to provide investors with access to a world class portfolio of fixed interest securities and equity income-generating securities," Milford chief investment officer Wayne Gentle said. "In ... |
| | | ... integration with Iress' financial software solution Xplan, with the offering now available for new Class Super and Class Portfolio customers as a public pilot. The data feed will enable financial advisers and accountants to seamlessly share a single ... |
| | | ... accounts in the quarter and grew its customer base by 39. Specifically, Class Super added 1787 accounts, while Class Portfolio ended the quarter with 7635 accounts, thanks in part to 33% of Class Super customers choosing to also use Class Portfolio. ... |
| | | ... to have two talented individuals join Crestone who share our vision. We offer client's global, multi-asset class portfolio solutions and the skills and insights that these two bring to the table will truly complement that offering," Ginnivan said. ... |
| | | ... decision making." KPMG has also entered into an agreement to use Class Super for its SMSF administration software and Class Portfolio in its business advisory group. The news comes after Class chief executive Kevin Bungard flagged AMP's plans to migrate ... |
| | | ... his own firm's analyis, about two million of these personal investment portfolios could be addressable via the Class Portfolio offering. Bungard believes the relevance and importance of Class Portfolio will increase as a result of the growth of this ... |
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