Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 64 results for "Portfolio Partners"

AWAG invests in advice firm, adds to network

KARREN VERGARA  |  MONDAY, 8 JUL 2024
... Slack was recently appointed to the board as a non-executive director. Slack previously held senior roles at Portfolio Partners and Karara Capital.

Industry mega trends impacting distribution roles

ELIZABETH FRY  |  MONDAY, 11 SEP 2023
Natixis Investment Managers has beefed up its distribution team as the asset manager prepares for rugged market conditions amidst dislocation driven by internalisation and increased specialisation. The doubling of the sales headcount marks one of Natixis' ...

AMP announces new managed portfolio partnership

ANNABELLE DICKSON  |  MONDAY, 15 MAR 2021
The wealth manager has partnered with Mercer and a Queensland-based advice firm to deliver five tailored portfolios for the firm's clients. The portfolios have been tailored to the investment needs of Coral Coast's client base and are delivered through ...

BNY Mellon secures former PM Capital head

ALEX BURKE  |  TUESDAY, 21 FEB 2017
... manager for New South Wales. He was also regional manager at Skandia and a business development manager at Portfolio Partners. Insight Investment currently manages $38.9 billion on behalf of Australian institutional investors; this comprises $23.5 billion ...

Bennelong names new chief executive

MARK SMITH  |  WEDNESDAY, 10 SEP 2014
... Pacific region. He has over 25 years of industry experience having previously worked as chief executive of Portfolio Partners (now Aviva Investors Asia Pacific). In that role he oversaw a significant period of growth for the company. "I am thrilled to ...

Equity trustees beds down ANZ Trustees with new appointment

ALICE URIBE  |  MONDAY, 19 MAY 2014
... Boubouras. "Lance has a long and successful track record in similar roles at ANZ Trustees, Aviva, Norwich and Portfolio Partners. He has a proven ability to build new business opportunities such as managing the ANZ Trustees fixed income fund and winning ...

Bennelong names new CFO

LINDA HAUSKEN  |  MONDAY, 4 JUN 2012
... throughout Bennelong and its suite of boutiques. Phillips joins Bennelong from Antares (formerly Aviva Investors/Portfolio Partners) where he was most recently chief operating officer and chief financial officer, Asia Pacific. "We were inundated by interested ...

Lodestar hires two senior analysts

PRESS RELEASE  |  WEDNESDAY, 14 APR 2010
... Michael Kelly and Gary Armor as two senior team members of its equities research team. Kelly joins Lodestar from Portfolio Partners where he was a founding partner and helped manage several equity portfolios. He will act as senior equities analyst at ...

Perpetual appoints GM for Aust eq sales

COMPANY RELEASE  |  MONDAY, 12 OCT 2009
... previously held senior sales and product development roles at IOOF, Rothschild Australia Asset Management and Portfolio Partners based in Melbourne and at Morgan Stanley International and Merrill Lynch in London. In the past 18 months, the SIS sales ...

Aviva Aus sale poses revenue risk

MICHELLE BALTAZAR  |  MONDAY, 22 JUN 2009
... Investors Australia, the local fund management business excluded from the deal. Aviva Investors Australia, formerly Portfolio Partners, is one of the largest and more established Australian equities boutique shops locally. According to Rainmaker, the ...
PAGE:
1
PREVIOUS
NEXT