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Showing 1 - 10 of 302 results for "Potter"

Managed account FUM closes in on $200bn milestone

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2024
... uncertainty around the US election continue to be potential headwinds." Also commenting on the increase, IMAP chair Toby Potter said: "The platform providers' expansive use of SMAs as a vehicle to service the adviser/licensee market help drive FUM growth. ...

Equip Super set to hire top chief experience officer

ELIZABETH FRY  |  FRIDAY, 8 MAR 2024
... spending the last 10 years in superannuation. Previously, Harrison held senior leadership positions at VicSuper and Bell Potter Securities. "I'm so proud of my team's achievements during this time and grateful for the support of everyone at Equip ...

Bell FG announces leadership shakeup

CHLOE WALKER  |  FRIDAY, 27 OCT 2023
... represents the interest of major shareholder Bell Group Financial Holdings. Other subsidiary board appointments include Bell Potter Securities chair James Unger, and directors Rowan Fell and Lee Muco. For Bell Potter Capital, Davenport is the new chair ...

Perpetual hires new distribution lead

ELIZABETH FRY  |  FRIDAY, 13 OCT 2023
... specifically focused on the growth of our broker channel. "Tom brings sales and industry experience having been at Bell Potter, Ord Minnett and APRIL Solutions," said a Perpetual spokesperson. With over a decade of corporate experience working within ...

Managed accounts FUM hits $162bn

KARREN VERGARA  |  TUESDAY, 5 SEP 2023
... around inflation and growth may continue to fuel uncertainty for the remainder of the year," Huang said. IMAP chair Toby Potter said the results will be welcomed by both the end clients and their financial advisers, as well as investment committees ...

IMAP names annual award winners

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2023
... Sector Asset, Multi Asset Class, ESG, Innovation, Licensee category and the new Boutique Licensee category," IMAP chair Toby Potter said. "In particular, the strength of the Licensee Category and Boutique Licensee Category recognise the breadth of use ...

AUSTRAC drops action after Bell FG audit

CASSANDRA BALDINI  |  FRIDAY, 30 JUN 2023
... following an audit of its financial crime law compliance. Last February, AUSTRAC ordered an external auditor assess Bell Potter Securities, Bell Potter Capital and Third Party Platform regarding the entities' compliance with anti-money laundering ...

Banned adviser told to stay put

CHLOE WALKER  |  FRIDAY, 16 JUN 2023
... investigate his conduct. Prior to Shaw and Partners, Ridgway spent close to 12 years as a senior client adviser at Bell Potter Securities.

Tyndall launches Aussie small cap fund

JAMIE WILLIAMSON  |  THURSDAY, 18 MAY 2023
... a clear gap for us to participate and for their combined talents to shine," Tyndall AM head of Australian equities Brad Potter said. The fund invests in between 25 and 70 Australian small cap companies and seeks to provide consistent risk-adjusted returns ...

Former Shaw and Partners adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 13 APR 2023
... In all, he had been an adviser for about 20 years. Prior to joining Shaw and Partners in October 2013, he was with Bell Potter Securities for close to 12 years. Ridgway can challenge the ban via the Administrative Appeals Tribunal.
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