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|Showing 1 - 8 of 8 results for "Stephen Robertson"|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... substantially in a very short time," Yellow Brick Road's Darren Harvey said. Winston is led by founding partners Stephen Robertson and Andrew Fairweather.|
|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' ...|
|... 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 ...|
|... 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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HSBC Asset Management is launching a single business unit dedicated to alternatives with $69 billion in assets, to be led by its current global chief investment officer.
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Aware Super is targeting the independent financial adviser market, bringing in a former long-serving BT Financial Group staffer who will take charge of advice relationships.
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Charter Hall Group has appointed a group head of ESG as it continues to build out its sustainability team and ESG offering.
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Australian private equity and venture capital firms' assets reached a record high of $18.4 billion (US$14bn), according to new research.
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