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

READ NOW

Search Results

Showing 1 - 9 of 9 results for "Neil Margolis"

Prime Super awards mandate to boutique manager

ELIZA BAVIN | FRIDAY, 24 APR 2026

... advisory board and client relationship manager Jack Dooley. Merlon Capital co-founder and lead portfolio manager Neil Margolis said the mandate reflects a growing institutional interest in high conviction, active management within the Australian market. ...

Platinum staffers join Merlon Capital

ELIZABETH FRY | THURSDAY, 20 FEB 2025

... Binns have all been appointed as its inaugural non-executive members, alongside co-founders Hamish Carlisle and Neil Margolis. Mohl was a former chief executive of AMP, from 2002 to 2007, and he was previously the managing director of AMP Financial Services ...

Fidante divests Merlon stake

KARREN VERGARA | WEDNESDAY, 17 JUL 2024

... philosophy," Merlon said. Merlon was spun out from Challenger's Australian Share Income Fund in 2010, headed by Neil Margolis, Ben Goodwin, Hamish Carlisle, Andrew Fraser, and Nerida Hall, who left the firm in 2016. Challenger launched Fidante two years ...

Boutique bolsters ESG team

ELIZABETH MCARTHUR | TUESDAY, 7 SEP 2021

... El-Khoury worked as an analyst at the Australian Tax Office and Deloitte Access Economics. Merlon lead portfolio manager Neil Margolis said El-Khoury's appointment will support the firm's efforts to more deeply integrate ESG factors within its Australian ...

AMP Life appoints temporary investment chief

KANIKA SOOD | MONDAY, 1 JUL 2019

... portfolio and free up capital. In the days following the announcement, Merlon Capital Partners' Hamish Carlisle and Neil Margolis called AMP's sale of wealth protection and mature businesses "under-priced and value destroying". AMP chair David Murray ...

Merlon fund switches to monthly distributions

BEN COLLINS | MONDAY, 7 MAY 2012

... and it's a change that's been in the pipeline for some time said Merlon Capital Partners chief executive officer, Neil Margolis. "Most managers seek to maximise total returns from equities with less regard for the income component. This means their returns ...

Merlon Capital expands investment team

MELANIE TIMBRELL | TUESDAY, 10 APR 2012

... with our innovative use of derivatives to improve tax efficiency, reduce risk and add incremental returns," said Neil Margolis, Merlon's chief executive. "Merlon's culture is built around the team's unwavering focus on our core strategies and our alignment ...

S&P downgrades Challenger Aus Share funds

MICHELLE BALTAZAR | MONDAY, 10 MAY 2010

... suite of credit and property funds. Under Merlon Capital, Challenger Australian Share Income Fund portfolio manager Neil Margolis will be heading the business joined by Ben Goodwin and Andrew Fraser. The team has been taken out of Challenger's broader ...

Challenger appoints new senior analysts

... Diversified financial services company Challenger Financial Services Group on Tuesday announced the appointments of Neil Margolis and Stuart Turner to the role of senior analysts with the Challenger Australian equities team. Margolis, previously senior ...

PAGE:

Editor's Choice

BT appoints new head of strategy

KARREN VERGARA | 10:47AM

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

Videos

Brought to you by

A guaranteed future

Follow the leaders

The market has changed. The opportunity hasn't.

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

Strength amid noise

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

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

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