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Financial Planning

Fortune favours the prudent

RUTH LIEW  |  TUESDAY, 5 FEB 2008
As investors are left picking up the pieces from the recent share market and credit crash, some industry figures believe the answer lies in investors' ability to find a balance between investing with a long-term perspective, and making decisions quickly.

Credit Suisse pairs up with Julius Baer

MICHAEL HOBBS  |  TUESDAY, 5 FEB 2008
Credit Suisse Asset Management has expanded its multi-boutique platform by partnering with international equities manager Julius Baer Investment Management (JBIM).

Streetwise $26m fraudster awaits sentence

Ten months after his arrest in the US, disgraced Streetwise property developer Kovelan Bangaru has finally appeared in court last week to face charges of misappropriating more than $26 million in investor funds.

MacarthurCook ventures to the long white cloud

RUTH LIEW  |  MONDAY, 4 FEB 2008
Listed investment management company, MacarthurCook Limited, has scooped a third of the equity in New Zealand-based property fund manager, Kinloch Funds Management - but future ventures into the NZ market remains uncertain.

Western Asset repositions for 2008

MICHAEL HOBBS  |  MONDAY, 4 FEB 2008
Global fixed income manager, Western Asset Management, has weighted its portfolio towards European financial investment grade credit and mortgage backed securities to continue its positive return performance in 2008.

JPMorgan Chase launches IPO STRATAS

MICHAEL HOBBS  |  MONDAY, 4 FEB 2008
JPMorgan Chase has developed IPO Target Redemption Strategic Asset Securities (IPO STRATAS), a structured product based on an index that returned seven times more than the S&P 500 in the past five years.

Post sub-prime, ethics more crucial than ever: CFAs

ALEX DUNNIN  |  MONDAY, 4 FEB 2008
Australia has just hosted its first ever board meeting for the chartered financial analysts (CFA) institute who are here to talk about what they need to do to keep up with growing demand for their professional qualifications.

Tricom trading on unusual terms

WWW.THESHEET.COM  |  FRIDAY, 1 FEB 2008
Tricom Equities yesterday clarified a couple of details amid the market and media rumour storm connected to the group's surge in margin calls and its failure to settle stock market trades at the beginning of this week.

Client service before compliance: Bradley

MICHAEL HOBBS  |  FRIDAY, 1 FEB 2008
The financial services industry should stop complaining about the burden of compliance and realign its practices with investor interests or risk further regulation, according to Graham Bradley, chairman of HSBC Bank Australia.

Schroders shielded from LPT burnout

RUTH LIEW  |  FRIDAY, 1 FEB 2008
The Australian arm of international asset manager, Schroders, managed to buffer a portion of the credit and stockmarket crisis' impact when it sold all listed properties from its equity, balanced, and high yield funds over a year ago.