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Showing 1 - 10 of 19 results for "Investment Execution"

Outsourcing will 'supercharge' value of advice: Netwealth

MATTHEW WAI  |  TUESDAY, 4 NOV 2025
A new report from Netwealth outlines key methods of growth for advice businesses, including pinpointing where to outsource some business activities. Netwealth's Innovation starts with curiosity report touches on several solutions, spanning from ...

PGIM appoints two real estate business stalwarts

MATTHEW WAI  |  MONDAY, 13 OCT 2025
... Managers and ABN AMRO Bank. Meanwhile, Carr will oversee the equity transaction team and lead origination, investment execution and divestment activities across Australia. He brings over two decades of experience in Australian real estate development ...

HESTA names head of investment execution

KARREN VERGARA  |  WEDNESDAY, 13 MAR 2024
HESTA has appointed a former Citi director as its head of investment execution. Sophie Jelleff joins the $82 billion superannuation fund on April 8, working alongside the executive and investment management teams to shape and lead investment execution ...

DASH adds to leadership

CASSANDRA BALDINI  |  WEDNESDAY, 19 APR 2023
... the hires are in line with the business growth strategy and its mission to provide better advice tools and investment execution to the market. "Having a smooth tech stack where all elements integrate seamlessly, and from A to Z, is what will be the game-changer ...

DASH lands venture capital investment

ANDREW MCKEAN  |  WEDNESDAY, 22 MAR 2023
... same client data multiple times, streamlining the full advice workflow from online fact-finding through to investment execution on the platform. "These are all clear differentiators when it comes to comparing DASH with other solutions in the marketplace ...

Super fund names head of portfolio design

ELIZA BAVIN  |  THURSDAY, 25 JUN 2020
... and risk analysis, economic and market research, and strategic tilting. She will also work closely with the investment execution team to manage and minimise execution risks while ensuring portfolios are responsive to market conditions and opportunities. ...

HESTA adds to operations team

ALLY SELBY  |  FRIDAY, 12 JUN 2020
... the financial services sector. "I'm delighted to welcome him to the team as we continue to strengthen our investment execution capability." Data-led decision making and innovation in technology are key foundations of the industry super fund, Reilly said. ...

HESTA awards investment data mandate

ALLY SELBY  |  THURSDAY, 14 MAY 2020
... underwent a rigorous selection process, it said, to beat out its competitors for the mandate. HESTA executive of investment execution Gerard Brown said the incorporation of GoldenSource technology will help future-proof the super fund. "We look forward ...

Netwealth, Ironbark partner

ELIZA BAVIN  |  THURSDAY, 7 MAY 2020
Netwealth and Ironbark Asset Management have entered into a partnership to deliver managed account solutions to financial advice groups. Netwealth has launched a new managed account solution with Ironbark to provide private label managed account managers ...

Industry fund continues investment team expansion

HARRISON WORLEY  |  TUESDAY, 14 APR 2020
... as the fund's rebalancing and overlay processes. "Luke will work closely with our trading partners and our Investment Execution team to manage and minimise execution risks, while ensuring portfolios are responsive to market conditions and opportunities," ...
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