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Search ResultsShowing 1 - 10 of 100+ results for "Separately"
Sydney boutique winds up fund
KANIKA SOOD  |  TUESDAY, 28 JUL 2020
... at May end had $151.8 million in total assets and has been running since April 2015, which are offered by multiple separately managed accounts (SMA) platforms. Redpoint was established in 2011 and managed about $10 billion for institutional and retail ...
Diversity screening option launched
ANNABELLE DICKSON  |  MONDAY, 27 JUL 2020
... managers that allows investors broader approach to ESG and that now extends to diversity. Investor's stocks are held in a separately managed account allowing them to filter investments for major all ESG metrics.
ATO extends WFH deductions
ALLY SELBY  |  MONDAY, 13 JUL 2020
... phone and internet expenses, computer consumables or the decline in value of equipment unless work-related use is separately calculated; however, it does cover the decline in value of office furniture, electricity and gas costs, as well as repair cos ...
Generation gap opens up in financial advice
ELIZABETH MCARTHUR  |  WEDNESDAY, 8 JUL 2020
... demand for financial advice, with 60% of respondents agreeing they need to review investments to better manage risk. Separately, 42% said their retirement and financial goals had been impacted by COVID-19 with likely downstream consequences. The report ...
NAB Private executive departs
KANIKA SOOD  |  WEDNESDAY, 8 JUL 2020
... transformation of the business, as we drive user growth, increase brand visibility and build on our market leading offering." Separately, in March, NAB announced its chief customer officer, business and private banking, Anthony Healy, will leave the ...
Australian Unity rejigs executive lineup
KANIKA SOOD  |  TUESDAY, 7 JUL 2020
... we continue to pursue our social infrastructure agenda," Australian Unity group managing director Rohan Mead said. Separately, the firm has launched a new green bond fund that will invest in fixed interest securities with the primary purpose of helping ...
Model portfolio growth up 70%
ELIZA BAVIN  |  MONDAY, 6 JUL 2020
... The report said managed accounts hold an aggregate $65 billion as at the end of March 2020. A review of nearly 100 separately managed account (SMA) platforms revealed there are 1003 discrete model portfolios offered by 193 investment managers, research ...
CountPlus firm buys back equity
KANIKA SOOD  |  THURSDAY, 2 JUL 2020
A CountPlus member firm has bought back 38% of its equity from the ASX-listed advice group for $1.10 million and separately, has acquired share of fees. Twomeys, which services clients in regional New South Wales towns, paid $1.1 million cash to CountPlus ...
Pitcher Partners promotes six
KANIKA SOOD  |  TUESDAY, 30 JUN 2020
... personal for the many business owners and leaders leading the middle-market - the engine room of Australia's economy." Separately, the Barron's list announced last week featured five financial advisers from the firm: Charlie Viola from Pitcher Partners ...
PrimeWest acquires asset manager
KANIKA SOOD  |  FRIDAY, 19 JUN 2020
... the largest aggregation of berry and citrus farms which are 100% leased to listed horticulture giant Costa Group. Separately, PrimeWest has also acquired an 11.8% strategic interest in VTH, making it the REIT's largest unitholder. It will also have a ...
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