Michael Bailey

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Financial planning

13 July 2005

Deutsche held, BT up in ratings game

Deutsche Asset Management’s Global Select Equity and Global Bond funds have been hit with multiple ‘hold’ recommendations due to management changes resulting from the sal...

Financial planning

12 July 2005

WA dealer groups shuffle staff

Guardian Financial Planning has hired Tim McCallum as its Western Australian advice network manager in place of John Maskew, who left the role to join Tandem Financial Ad...

Financial planning

12 July 2005

Asia comes to Treasury Group

Listed funds management holding company, Treasury Group, will shortly launch its second Sydney-based manager of offshore equities, this one led by Peter Sartori, formerly...

Financial planning

11 July 2005

Industry confused by compliance: survey

Compliance practices in the financial services industry are usually reactive, and only vaguely regarded as a business benefit, according to a survey of executives from 73...

Financial planning

7 July 2005

Global LPTs tipped to become norm

Most new property trusts in the next 12 months would feature overseas property as the famine of good quality Australian properties coming to market continued, a prominent...

Financial planning

6 July 2005

Barclays balanced fund is best

Barclays Diversified Growth was the star performer in Mercer’s pooled fund survey for the quarter to June 30, returning 3.8 per cent, against a median 3.2 per cent....

Financial planning

5 July 2005

Aus Unity drops resistance to demutualisation

Australian Unity is to finally consider demutualising as part of a move to grow its business, after resisting the trend set by similar organisations for 10 years....

Financial planning

5 July 2005

Colonial marketing boss goes in restructure

Colonial First State has restructured its marketing department to bring marketing functions closer to the areas they support, resulting in the retrenchment of the divisio...

Financial planning

4 July 2005

Platinum given rare termination notice

MLC has taken the unusual step of terminating a mandate with Platinum Asset Management, one of four managers dropped in a global equity overhaul aimed at boosting after-t...

Financial planning

4 July 2005

Citigroup international funds kept on hold

Citigroup Asset Management funds with any offshore exposure have been kept on hold by retail fund raters Standard & Poors, following the sale of the US firm to Legg Mason...