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Showing 1 - 10 of 12 results for %22Stephen Robertson%22

Pinnacle acquires third-party distributor

KANIKA SOOD  |  THURSDAY, 9 SEP 2021
... scale and grow," Jajoo said. "...Adding highly credentialed executives such as Winston's founding partners Stephen Robertson and Andrew Fairweather, along with the broader team, further enhances our presence and strong market relationships." Winston's ...

Super fund adds first operations lead

JAMIE WILLIAMSON  |  THURSDAY, 23 JAN 2020
... newly created role of general manager, operations. In a statement to Financial Standard, Vision Super chief executive Stephen Rowe said he was delighted with the new hire. "As Vision Super looks to the future and to growth, we're expanding our executive ...

Macquarie shuffles infrastructure debt leadership

JAMIE WILLIAMSON  |  TUESDAY, 26 JUN 2018
... borrowers and the partnership approach we adopt." MIDIS also announced the appointment of former Macquarie chief risk officer Stephen Allen to its investment committee. Allen brings a wealth of experience in risk management and global infrastructure ...

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 ...

Macquarie team joins Shaw and Partners

ALEX BURKE  |  THURSDAY, 22 JUN 2017
Shaw and Partners is bringing over a team of seven from Macquarie Private Wealth to manage a new Canberra office. Stephen Johnson will lead the new Canberra team along with fellow Macquarie veterans Rod Sutherland, Tom Kenyon, Penny Ponder, Neil Robertson ...

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' ...
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