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AUSTRALIAN EQUITIES
Funds management
The boutique created by the now defunct National Asset Management team is firing on all cylinders. John Wilkinson reports....
Financial planning
Financial services group Trust has posted a healthy profit in its first full reporting period since being spawned from the merger of Permanent Trustees and Trust Company ...
Financial planning
Perpetual Trustees has lost another of its senior executives following the resignation today of Personal Financial Services group executive, Rohan Mead....
Financial planning
Investors have been warned to taper their high bullish sentiment levels towards Australian equities by the president of the Australian Investors’ Association (AIA), Bob A...
Financial planning
Tower Australia has announced the closure of its annuity portfolio to new monies with the aim of sharpening its focus on core business, and has also appointed AMP Henders...
People & Products
Zurich Investment Management Limited has appointed Lazard Asset Management as manager of Zurich’s international equities thematic portfolio effectively maintaining links ...
Funds management
Although Portfolio Partners has moved from boutique to big, it has retained its small and nimble approach. John Wilkinson reports....
Financial planning
The BT Financial Group will consolidate its product range under one name from October 27, laying to rest the Sagitta brand as all 450 products in the group’s wholesale an...
People & Products
HSBC Asset Management Australia has appointed a new head of Australian equities, Robert Hook, four months after the departure of previous equity head and chief investment...
Financial planning
Small cap managers are improving their investment processes and honing their stockpicking skills to produce consistently strong performance, van Eyk Research’s 2003 Small...
Financial planning
Acadian Asset Management senior vice-president Rick Barry says the market focus for the second half of 2003 will be on value stories that have potential to outperform in ...
Financial planning
AXA will offer both growth and value based funds into the retail market after kicking off a value style based Australian equity fund through Bernstein Investment Research...
Financial planning
Macquarie Funds Management will shift its investment style from Growth at a Reasonable Price (GARP) to style neutral in its Australian equities portfolios resulting in th...
Financial planning
The valuation gap between growth and value stocks has narrowed significantly both domestically and globally, research-house Assirt claims after completing its annual mana...
Financial planning
Former Sagitta Wealth Management head of Australian equities Andrew Brown has resolved his legal dispute with Westpac Banking Corporation with an undisclosed out of court...
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....