PORTFOLIO MANAGER
Financial planning
Running a successful hedge fund is not a black art according to a leading US hedge fund manager. JOHN WILKINSON outlines some of the secrets to running a successful hedge...
Financial planning
Credit Suisse Asset Management’s Asian (ex-Japan) funds management operations will move headquarters from London and New York to Sydney in a move by the group to take adv...
Financial planning
Colonial First State has announced senior portfolio manager Simon Shields the successor to Greg Perry as the portfolio manager for the group’s flagship Australian equitie...
Financial planning
Research house Morningstar has maintained a downgrade on Colonial First State’s flagship Australian equities fund, the Imputation Fund, following the announcement last we...
Funds management
Colonial First State has announced senior portfolio manager Simon Shields the successor to Greg Perry as the portfolio manager for the group’s flagship Australian equitie...
Financial planning
BT’s Australian Small Companies Fund has been rated favourably by van Eyk, who notes that the fund has two prized small caps specialists at the helm in Ben Griffiths and ...
Financial planning
The announcement that Colonial First State Investments’ long time head of Australian equities Greg Perry will resign from his post in June this year has led to Morningsta...
Financial planning
Invesco Australia appears to have been given much needed breathing room by research group Morningstar despite recording only a two star ranking and weathering a tumultuou...
Financial planning
Just days after the announced redundancy of Invesco head of sales Tony McFadyen, Invesco Australia has confirmed the departure of one of its Australian Equities key playe...
Financial planning
Assirt Research has placed ING Investment Management’s small caps product on hold following the departure last week of ING’s two key small cap specialists....
Financial planning
Recognising ethical clients, taking the time and paying attention to their specialised needs is the way forward for ethical investing, according to a panel of industry fi...
Financial planning
Over the past month, ING Australia has retrenched close to100 people across the board following an overall reorganisation of the business....
Financial planning
ING Australia’s small cap equity team has been poached by BT, marking yet another blow to ING’s track record in retaining senior staff....
Financial planning
BT Funds Management (BTFM) chief investment officer Gary Symons has hit out angrily at ratings house InvestorWeb after the group downgraded all of BTFM’s international fu...
Financial planning
InvestorWeb has delivered a scathing assessment of BT Funds Management’s international equities capabilities, downgrading the rating of all BT international funds in its ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...