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PORTFOLIO MANAGER
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 ...
Financial planning
BT Funds Management has continued the staff changes with the new head of international equities Paul Durham changing the structure of his role, dividing it into three sep...
Financial planning
New Zealand's largest fund manager, AMP Henderson Global Investors, has revamped its investment operations structure and personnel which has resulted in its local equity ...
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So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...