Search ResultsShowing 1 - 10 of 14 results for "Philo Capital"
Results of ASIC MDA review imminent
ELIZABETH MCARTHUR  |  WEDNESDAY, 25 SEP 2019
... did not know exactly when the report will be out but it is expected by the end of the year. Potter's colleague at Philo Capital, Brett Sanders, recently said the report is expected Q4 this year . Potter is executive director of Philo and Sanders is chief ...
Expert hopeful ASIC understands MDA benefits
HARRISON WORLEY  |  THURSDAY, 12 SEP 2019
... as a point of discussion during a panel session at Financial Standard's recent Managed Account Forum. Asking Philo Capital Advisers chief executive Brett Sanders about the future of MDAs, panel moderator and BT Open head of distribution Christopher ...
Melbourne advisory launches MDA
HARRISON WORLEY  |  THURSDAY, 30 MAY 2019
Third-party managed discretionary account provider Philo Capital Advisers launched an MDA service with a Melbourne-based advisory. Strategic Wealth linked with Philo Capital Advisers to implement an MDA service featuring BT Panorama, investment consulting ...
Former OneVue exec joins listed fund manager
ELIZABETH MCARTHUR  |  MONDAY, 27 MAY 2019
... to 2014. In the interim he served as head of distribution at Aurora Funds Management and also head of sales at Philo Capital Advisers. Announcing the appointment, Clime said Karrasch has good reach across dealer groups and is respected across the financial ...
Class makes managed accounts play
JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2019
... million in an MDA service provider, with an option to take full ownership of the company down the track. Investing in Philo Capital Advisers, Class will provide software to support the company's offering, including services to licensees using BT Panorama. ...
IMAP ensuring greater representation for MDAs
JAMIE WILLIAMSON  |  THURSDAY, 23 FEB 2017
... managedaccounts.com.au Richard Nicholas, Peak Investment Partners Nick Revis, Elston Asset Management Brett Sanders, Philo Capital Glenn Woolley, Intrinsic Investment Management IMAP chair Toby Potter said the key driver for the establishment of the ...
Stanford Brown hires former Philo Capital CIO
ALEX BURKE  |  WEDNESDAY, 3 AUG 2016
... appointed a new chief investment officer. Ashley Owen joins the boutique advice group from portfolio management firm Philo Capital, where he was also chief investment officer. He is also currently a director at Third Link Investment Managers and Pluton ...
FEATURE: Managed accounts - more than meets the eye
ALEX BURKE  |  FRIDAY, 4 SEP 2015
... decision-making to someone by agreeing to invest in the managed account structure." From product to service According to Philo Capital joint chief executive Brett Sanders, this increase in efficiency begins to touch on the true potential of the managed ...
Philo in growth mode after losing key mandate
ALEX BURKE  |  THURSDAY, 18 JUN 2015
Philo Capital is investing in growth after being replaced by State Street Global Advisors (SSGA) to provide portfolio construction services for key client Centric Wealth. Philo had a fixed-term contract with Centric which ended around May. Parent group ...
Aurora appoints portfolio manager from Philo
LAURA MILLAN  |  TUESDAY, 5 MAY 2015
Aurora Funds Management appointed a former executive from Philo Capital as senior portfolio manager. As Philo Capital head of listed securities, Hugh Dive managed over $1 billion in three strategies: Core Australian Equities, Listed Property and Interest ...
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