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Showing 1 - 8 of 8 results for "Stephen Robertson"

Adviser demand drives new CFM strategy

ALEX BURKE  |  MONDAY, 25 SEP 2017
... competitively priced, quality options in this space, but these have been few and far between," Winston managing director Stephen Robertson said. "There is no question of the power of managed futures strategies in creating diversified portfolios, and ...

CFM trust rated by Zenith

JAMIE WILLIAMSON  |  MONDAY, 30 JAN 2017
... cent per annum, with constant volatility of 6% per annum (over a full investment cycle)." Winston Capital's Stephen Robertson said key features of the Zenith rating reflect the value placed on strong alternative beta investments. "The entry of high-quality ...

Zenith rates CFM diversified alternative beta fund

ALEX BURKE  |  THURSDAY, 15 DEC 2016
... annum, with constant volatility of 6% per annum (over a full investment cycle)." Winston Capital founding partner Stephen Robertson added: "The entry of high-quality global managers like CFM into the retail marketplace has enabled financial advisers ...

CFM alternative beta fund gets Lonsec approval

MARK SMITH  |  MONDAY, 18 JUL 2016
... financial advisers, and had over $37 million in fund under management at the end of June 2016," Winston Capital's Stephen Robertson said. "Winston routinely sees financial advisers who are looking to add alternatives to their model portfolios or actively ...

YBR and Morphic partner with Winston Capital

LAURA MILLAN  |  THURSDAY, 19 SEP 2013
... substantially in a very short time," Yellow Brick Road's Darren Harvey said. Winston is led by founding partners Stephen Robertson and Andrew Fairweather.

Advisers urged to discuss structured giving

MELANIE TIMBRELL  |  FRIDAY, 17 AUG 2012
Philanthropy director of Opportunity International, Stephen Robertson has said the increase in advisers initiating the philanthropy conversation with high net worth clients is worthy of recognition. While the decision to give is ultimately the clients' ...

Macq snares RSE license and wholesale BOQ deal

HAMISH MADDEN  |  TUESDAY, 18 APR 2006
... who want customised products designed and priced for their customer base," head of Macquarie Margin Lending, Stephen Robertson, said "We have a division dedicated to managing our wholesale partnerships which enables us to be responsive to individual ...

Margin lenders bank on reputation not just rates

... and a lot of that's been driven by both financial planners and stockbrokers doing more in this space," said Stephen Robertson, head of Macquarie's margin lending division. According to Investment Trends, there are roughly 130,000 people using margin ...
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