Search ResultsShowing 1 - 10 of 100+ results for "Sydney"
How personality tests add value in advice
ELIZABETH MCARTHUR  |  THURSDAY, 21 NOV 2019
Two financial advisers in Sydney say they are on to the next big thing - helping clients succeed through rigorous, double-blind, scientifically backed personality tests. Tristan Scifo and Harry Goldberg at Purpose Advisory offer Personality Typing Coaching ...
CBRE snaps up future Zurich headquarters
ELIZA BAVIN  |  WEDNESDAY, 20 NOV 2019
CBRE Global Investors has acquired the future headquarters of Zurich Australia for $350 million. The North Sydney building is still under construction and being developed by Zurich Insurance Group to house the headquarters of Zurich Financial Services ...
Chief economist update: Reversal of fortune
BENJAMIN ONG  |  WEDNESDAY, 20 NOV 2019
... of $2.9 million." That was on 7 March 2019, a day after RBA Governor Philip Lowe addressed the AFR Business Summit in Sydney on 'The Housing Market and the Economy', wherein which he stated: "My colleagues at the RBA have examined how changes ...
Governance experts join boutique
ELIZABETH MCARTHUR  |  TUESDAY, 19 NOV 2019
... directors and our advisory team are also looking forward to Michael, Adam and Shane coming on board." MGD expanded to Sydney in September, opening an office to cater to its clients in the city. The office is run by Ronan Zille, formerly principal adviser ...
IRESS wins technology mandate
KANIKA SOOD  |  TUESDAY, 19 NOV 2019
An international stockbroker with offices in Sydney and Melbourne has integrated with IRESS for trades in global equities and ETFs. PhillipCapital is eyeing ease of access to international securities for Australian financial advisers and their clients ...
FS Roundtable: Striking the perfect balance
KARREN VERGARA  |  THURSDAY, 14 NOV 2019
... products or strategies we use are non-platform friendly and require manual intervention on our behalf," he says of the Sydney-based boutique private wealth firm. In overcoming such barriers, Koda made a large investment in its back office "to try and ...
Superannuation expert joins law firm
KANIKA SOOD  |  THURSDAY, 14 NOV 2019
A Sydney firm that provides compliance support to financial advisers has hired a former APRA and Colonial Financial Planning professional as its special counsel for superannuation. Maria Siu is joining SUPERCentral, and will also work with its legal ...
Sydney boutique heads for Chi-X
KANIKA SOOD  |  WEDNESDAY, 13 NOV 2019
A boutique founded by former Kapstream portfolio manager is gearing up to list three strategies as ETFs on Chi-X. Daintree Capital has partnered with distributor eInvest to list the funds. They will have three risk profiles and return targets of 0.5% ...
TCorp launches new bond
ELIZABETH MCARTHUR  |  WEDNESDAY, 13 NOV 2019
... well as a transport access program and schools program. The projects have been added to an asset pool comprising of the Sydney Metro Northwest, Newcastle Light Rail and Lower South Creek Treatment Programme. TCorp head of funding and balance sheet Fiona ...
Is EM an investor's saving grace?
ELIZA BAVIN  |  THURSDAY, 7 NOV 2019
... may be the saving grace for many investors feeling the pinch. Speaking at the Fidelity Emerging Markets Adviser Forum in Sydney, Fidelity's cross asset class specialist Anthony Doyle said the closer Australia gets to zero rates the closer investors get ...
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