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Showing 1 - 10 of 22 results for "Morningstar for"

APAC investments chief for Morningstar IM resigns

KARREN VERGARA | WEDNESDAY, 22 APR 2026

... Zealand. At CMC Markets based in Tokyo, he was the head of institutional sales and product. "Matt has been with Morningstar for around seven years and has made a significant contribution to our investment group. He has played a key role in driving our ...

Andrew Lill to run investments at legalsuper

JAMIE WILLIAMSON | FRIDAY, 7 MAR 2025

... experience in investing, both locally and abroad. Before Rest, Lill was chief investment officer, Americas at Morningstar for two years, having previously held the same role within its APAC business for close to five years. He's also held senior ...

Platinum's FUM dips below $14bn

KARREN VERGARA | WEDNESDAY, 8 MAY 2024

Platinum Investment Management's funds under management took a $1.65 billion hit to finish at $13.5 billion at the end of April. Most of the outflows came from an unnamed institutional investor walking away and product rationalisation initiatives ...

Two more executives leave Morningstar

ELIZABETH FRY | THURSDAY, 21 MAR 2024

... responsible for the manager research team and ratings on Australian and New Zealand fund managers." Chan has been with Morningstar for just over ten years, having also worked in managed funds research and advisory in Australia for Macquarie and Lonsec. ...

Praemium plummets on weak financial outlook

ANDREW MCKEAN | THURSDAY, 23 NOV 2023

... corresponding half last year," Wamsteker said. Wamsteker added that since selling its international business to Morningstar for $61.7 million, Praemium has been "inundated" with proposals. Although most of these proposals have been rejected, he wouldn't ...

Record FUA, revenue for Praemium

KARREN VERGARA | MONDAY, 14 FEB 2022

... of Powerwrap, which was acquired in 2020. Praemium is in the process of selling its international business to Morningstar for $65.1 million, which comprises operations in the United Kingdom, Jersey, Hong Kong, and Dubai. The results also include costs ...

Morningstar to buy Praemium for $65m

CHLOE WALKER | WEDNESDAY, 22 DEC 2021

Praemium has agreed to sell its international business to Morningstar for £35 million (A$65.1 million). The international business includes Praemium's operations in the United Kingdom, Jersey, Hong Kong, and Dubai. The sale of its business will allow ...

Elston grows distribution team

ANNABELLE DICKSON | WEDNESDAY, 7 APR 2021

... has joined as a senior business development manager for Queensland and Western Australia. She was previously at Morningstar for four years as a business development manager for New South Wales and Western Australia. Prior to this, Woodham was at Suncorp ...

Vanguard funds downgraded by Morningstar

KANIKA SOOD | WEDNESDAY, 5 AUG 2020

... Australian investors," the spokesperson said. "The Vanguard suite of Diversified Funds, which have been rated Gold by Morningstar for several years, has recently been subject to a re-rating across the sector based on a new assessment process by Morningstar. ...

Australian fund regulation below average: Morningstar

ALLY SELBY | TUESDAY, 28 APR 2020

Australia has received a below average grade from Morningstar for the regulatory and tax frameworks that its managed funds face. As part of its biannual Global Investor Experience report, the research house assessed the experiences of mutual fund investors ...

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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.

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