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Showing 1 - 10 of 13 results for "Greentree"

Two Sydney advice firms merge

ELIZA BAVIN  |  THURSDAY, 27 AUG 2020
... wealth creation, wealth management and wealth protection services. Principle Advisers was started in 2014 by Malcolm Greentree with the aim of building a business that provided affordable, accessible advice based on core principles of honesty and integrity. ...

MYOB acquires Greentree

DARREN SNYDER  |  TUESDAY, 2 AUG 2016
... enterprise resource planning software firm for about $27 million. MYOB told the ASX yesterday it had purchased Auckland-based Greentree, a provider to more than 850 larger businesses across Australia, NZ and the UK. Greentree distributes via a partner ...

The second FS Power50 list unveiled

STAFF WRITER  |  MONDAY, 17 NOV 2014
... EvansA A @AtlasWealth Patrick FlynnA A @PatrickFlynnFP Brad FoxA A @AFA_CEO Michael Gordon A A @michaelgordonPI Nicole A Greentree A @nicolegreentree Heath A Griffiths @HeathCGriffiths Jo Heighway A @EngageSuper Sam A Henderson @henderson_sam Jack R ...

Fund manager challenges 'avoid' rating

RUTH LIEW  |  THURSDAY, 18 NOV 2010
... business into a boutique called Alphinity Investment Management in July. However the former head of equities, Peter Greentree and his team were no longer part of the boutique team after failing to agree to terms. As a result, former AllianceBernstein ...

Challenger names Aus equities boutique

MICHAEL HOBBS  |  TUESDAY, 6 JUL 2010
... Share fund and Socially Responsive Share fund from July 12 after the transfer is approved by existing investors. Peter Greentree and his team previously managed these funds. The new fund manager represents the ninth boutique in Challenger's suite. Ardea ...

S&P downgrades Challenger Aus Share funds

MICHELLE BALTAZAR  |  MONDAY, 10 MAY 2010
... Andrew Fraser. The team has been taken out of Challenger's broader Australian-equities team, which is headed up by Peter Greentree. Nerida Hall, a former member of that team and back-up portfolio manager on the Challenger Australian Share Income Fund ...

Planwealth selects Zenith for research

COMPANY RELEASE  |  FRIDAY, 11 SEP 2009
... extensive due diligence on external research providers before confirming its decision to select Zenith," said James Greentree, Planwealth research manager. Planwealth's head office is located in Brisbane and through its 25 investment professionals, provides ...

Challenger welcomes back S&P four stars

... fund's big structural changes and the creation of the new role of head of Australian equities, which was filled by Peter Greentree, who joined the fund from Deutsche in Januray 2004. "Going back two years ago, the fund was rated four stars, but then ...

Morningstar rates Deutsche small-caps fund 'investment grade'

... as an inhibiting factor for the fund. Sinclair Currie leads the team after the departures of Stuart Jordan and Peter Greentree. Each member of the team has roughly 10 years investment experience but possess a limited amount of exposure to small-caps ...

Four Stars awarded to Challenger: Morningstar

... Morningstar made particular mention of Challenger's latest and active recruitment drive including the latest recruit, Peter Greentree previously of Deutsche. Although analysts have come and gone Morninstar commended the stability of long-time portfolio ...
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