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Showing 1 - 10 of 20 results for "Phillip Capital"

SelfWealth launches US trading

ELIZABETH MCARTHUR | MONDAY, 7 DEC 2020

... is provided through a long-term partnership with a global financial organisation, PhillipCapital. In Australia, Phillip Capital Limited specialises in wholesale stockbroking services to financial services licensees.

Sequoia to acquire wealth group

KANIKA SOOD | MONDAY, 1 JUN 2020

... advisers and $1 billion in funds under management. Sequoia Wealth Management will acquire the customer base of Phillip Capital Limited's existing advisers and corporate authorised representatives. The advisers and reps will become authorised under ...

Former Fidelity consultant joins Legg Mason

ALEX BURKE | WEDNESDAY, 31 JAN 2018

... an equity and derivative sales manager with Shaw Stockbroking, and worked in hedge fund and derivative sales at Phillip Capital. At the time, Sowerby commented: "We have sustained interest and growth across our fund range and it is important that we ...

NAB boutique appoints distribution director

ALEX BURKE | THURSDAY, 7 DEC 2017

... has appointed a senior member to its institutional distribution team. Richard Close joins Antares Equities from Phillip Capital, where he was director - institutional equities. Prior to that, he was a senior advisor at Ord Minnett, executive general ...

Legg Mason hires national BDM

KARREN VERGARA | TUESDAY, 31 OCT 2017

... an equity and derivative sales manager with Shaw Stockbroking, and worked in hedge fund and derivative sales at Phillip Capital. Muston will be responsible for strengthening key partnerships in the retail advisory sector, and will work with director ...

Australian shares up on ease over Greece

AAP | TUESDAY, 7 JUL 2015

... reclaimed Monday's heavy losses as investors realised Greece's troubles were of little consequence for Australia, Phillip Capital senior client adviser Michael Heffernan said. "With the equanimity from European markets, not just from yesterday but also ...

Bargain hunters drive strong market gains

AAP | FRIDAY, 29 MAY 2015

... month. Despite weak overseas leads, the market is more than one per cent higher, as investors buy into all sectors, Phillip Capital senior client adviser Michael Heffernan said. "A lot of investors are seeing the whites of the eyes of some really good ...

Shares lower at lunch time

AAP | THURSDAY, 28 MAY 2015

... gains on US markets overnight. "It (the market) started with a bit of enthusiasm but petered away very quickly," Phillip Capital senior client adviser Michael Heffernan said. He said there appeared to be nothing in particular to drive the market downwards ...

Share market flat

AAP | FRIDAY, 22 MAY 2015

... which were okay, but I think more importantly than that, it's carrying on the momentum that we saw yesterday," Phillip Capital senior client adviser Michael Heffernan said. "There's a broad realisation that the market's not falling in a hole." BHP Billiton ...

Miners weigh on share market

AAP | WEDNESDAY, 20 MAY 2015

... Australian share market has opened lower, pulled back by weakness among resources giants BHP Billiton and Rio Tinto. Phillip Capital senior client adviser Michael Heffernan said market heavyweights BHP and Rio were lower because iron ore and oil prices ...

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More work to do on reportable situations compliance, ASIC says

JAMIE WILLIAMSON

Licensees are generally slow to report to ASIC because of deficient internal processes and poor monitoring of compliance with the reportable situations regime, a review found.

Centrepoint Alliance launches long-awaited IconiQ platform

ELIZA BAVIN

Centrepoint Alliance and FNZ have partnered to launch the IconiQ investment platform and the IconiQ SMA.

GDP grows but still slow: 'Confirms our worst fears'

ELIZA BAVIN

Australian GDP rose for the 12th consecutive quarter but continues to slow.

Tyndall AM head of Aussie equities to retire

JAMIE WILLIAMSON

Brad Potter is retiring as Tyndall Asset Management's head of Australian equities, with his replacement confirmed.

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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