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Showing 1 - 10 of 11 results for "Watershed Funds Management"

Financial planning veteran launches ideas exchange

ANDREW MCKEAN  |  MONDAY, 18 SEP 2023
... become trusted solution providers to advisers. Co-founding WealthLeaders eXchange alongside Townsend is Watershed Funds Management investment analyst Graeme Miller, and CFA Society executive officer Samantha Noy. The initiative has two forums planned ...

Watershed Funds Management appoints head of distribution

CASSANDRA BALDINI  |  MONDAY, 21 AUG 2023
Watershed Funds Management has welcomed Lydia Pearson as its head of distribution, responsible for leading its engagement with financial advisers and licensees. In the newly created role, Pearson reports to Watershed's managing director Adam Rowley. ...

Boutique hires from Deloitte

ANNABELLE DICKSON  |  TUESDAY, 18 MAY 2021
Boutique managed accounts provider Watershed Funds Management has appointed an equity analyst from Deloitte. Graeme Miller was a senior consultant in Deloitte's investment wealth and advisory practice. He was previously an analyst at Victor Smorgon ...

Excellence in managed accounts recognised

HARRISON WORLEY  |  WEDNESDAY, 26 JUN 2019
... Elston Asset Management. Australian equities small cap saw Macquarie Investment Management win, with Watershed Funds Management, Infinity Asset Management and Pearl Funds Management losing out to the $332 billion manager. However, Watershed took home ...

Managed Account Awards finalists revealed

ELIZABETH MCARTHUR  |  THURSDAY, 30 MAY 2019
... Resonant Australian Equities Antares Equities Blackmore Capital Elston Asset Management Perpetual Private Watershed Funds Management DNR Capital Australian Equities Small Cap Macquarie Investment Management Watershed Funds Management Infinity Asset Management ...

IMAP awards managed accounts excellence

KARREN VERGARA  |  THURSDAY, 2 AUG 2018
... Partners Australian Equities Small Cap 8ip Pearl Funds Management Macquarie Investment Management (winner) Watershed Funds Management International Equities Pearl Funds Management DFS Portfolio Solutions (winner) Powerwrap - WCM Quality Global Growth ...

IMAP to recognise managed accounts excellence

JAMIE WILLIAMSON  |  TUESDAY, 10 JUL 2018
... and Partners Australian Equities Small Cap 8ip Pearl Funds Management Macquarie Investment Management Watershed Funds Management International Pearl Funds Management DFS Portfolio Solutions Powerwrap - WCM Quality Global Growth Prime Financial Group ...

OneVue and managed account provider add scale to advice firm

JAMIE WILLIAMSON  |  THURSDAY, 26 APR 2018
... Victorian advice practice Kuda Wealth now offers a suite of risk-based portfolios designed and built by Watershed Funds Management via the OneVue platform. Kuda Wealth principal Michael Davie said he found OneVue's functionality to be more advanced than ...

New white labels highlight OneVue growth

JAMIE WILLIAMSON  |  THURSDAY, 9 FEB 2017
... were fortunate to tap into the expertise of specialist managed account investment solutions group, Watershed Funds Management. They helped us navigate the market to select a contemporary platform that would support the complex nature of our investment ...

HUB24 continues growth trajectory

JAMIE WILLIAMSON  |  THURSDAY, 27 OCT 2016
... offers nine international equity managed portfolios including portfolios from AllianceBernstein and Watershed Funds Management. The platform also signed 17 new distribution agreements over the quarter, introducing 31 new advisers to its offering, growing ...
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