POWERED BY MOMENTUM MEDIA
RESEARCH HOUSE
Financial planning
UBS Global Asset Management (UBS GAM) chief investment officer (CIO) and head of asset allocation Jon Taylor has left the group to take up the role of CIO at HSBC Asset M...
Financial planning
Perennial Investment Management must increase its international equities funds under management (FUM) in order to remain viable over the long-term according to research h...
Financial planning
Caroline Saunders yesterday walked from her position as head of Assirt, following the announcement of a restructure which will see the research house brought under the co...
Financial planning
AXA has been rated by InvestorWeb as the top six star manager for international equities, due to the success of its global value offering managed by US-based value manage...
Financial planning
InTech and BT Financial Group’s multi-manager alliance has been given an encouraging first ever rating by InvestorWeb Research despite a below median performance over the...
Financial planning
The Assirt research house has released a ‘strong’ rating for two fund managers to which BT Funds Management is now outsourcing its management in the areas of internationa...
Financial planning
The hybrid securities sector remains a heavily concentrated and risky market despite its general growth and positive returns, and presents a range of complex issues for i...
Financial planning
Van Eyk Research has added another consultant to its agribusiness division, van Eyk Capital, with Dr Peter Dry now assisting analysis in the firm’s annual agribusiness re...
Financial planning
Morningstar has appointed former chief operating officer Scott Cooley as chief executive officer of its Australian and New Zealand businesses....
Financial planning
Australian Unity Funds Management has been awarded an overall rating of ‘competent’ by research house Assirt in the areas of business management and operating capability....
Financial planning
Managers in European funds management markets who did not manage to adapt to volatile markets over the past three years suffered most according to financial information p...
Financial planning
Geof Marsh has joined Morningstar as Australian national account executive, and will now be responsible for managing and developing the research house’s relationships wit...
Rate the raters
The last 12 months were as turbulent for research houses as for the managers they rate and, as Jason Spits writes, this was reflected in the second annual Rate the Raters...
Financial planning
Perennial Investment Partners has been given a poor rating by research house Morningstar due mainly to the fund manager’s continued “sub-par returns” over the medium to l...
Funds management
The influential van Eyk research group has placed BT/Sagitta’s listed property funds on a ‘Hold’ rating following the recent resignation of the group’s head of listed pro...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...