Craig Phillips

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Funds management

19 Aug

Assirt gives nod to hedge fund-of-funds

Investors allocating assets to hedge funds should do so via fund-of-funds vehicles to diversify manager style and risk exposure, according to research house Assirt....

Financial planning

18 Aug

ASIC bans dishonest Perth adviser

The Australian Securities and Investments Commission (ASIC) has banned a Perth-based investment adviser for three years after making false and misleading statements to in...

Financial planning

14 Aug

Macquarie’s Deverall takes over at Perpetual

Perpetual Trustees Australia today announced the appointment of Macquarie Funds Management head David Deverall as its replacement for outgoing managing director and chief...

Financial planning

13 Aug

GMO given encouraging Assirt rating

Grantham Mayo Van Otterloo (GMO) Australia has had its Australian and international equities capabilities lauded by Assirt with the research house branding the quantitati...

Financial planning

13 Aug

Risk Committee opts for non-disclosure, Labor disagrees

The Joint Parliamentary Committee inquiry into commissions on risk products has veered away from recommending mandatory disclosure rules for risk advisers, warning that t...

Financial planning

13 Aug

Mixed ratings for LPT managers

InvestorWeb Research has upgraded three investment managers in its latest Australian listed property sector review and reduced the number of managers on its recommended l...

Financial planning

13 Aug

Former BT/Sagitta execs launch wholesale boutique group

Four recently departed BT/Sagitta investment executives have launched a new wholesale boutique funds management group today - Renaissance Asset Management – to specialise...

Financial planning

13 Aug

Deakin reveals acquisition talks with AustChoice

Deakin Financial Services has confirmed market speculation it is in discussion with AustChoice Financial Services regarding a possible acquisition after an announcement t...

Financial planning

13 Aug

Berkley launches platform for high net investors

Boutique financial planning outfit, the Berkley Group, has launched Wraport Portfolio Services, a new administration tool exclusively for use of high-net-worth investors....

Financial planning

12 Aug

Count prospers in tough times

Count Financial Ltd posted a record 25 per cent increase in after tax net profits today and is set to launch a number of new products and service offerings in the coming ...