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Planner and client groups merge to pursue Westpoint

07/02/201904/07/2006 by Staff Writer

The financial planner led Westpoint Recovery Group and the Westpoint Investors Group have merged in an effort to pursue the negligent parties, and reclaim some of the funds lost, in the Westpoint property scandal.

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Categories Investments Tags planner, westpoint, merged, merger, behalf, pursuing, recovery, pursue, negligent, demonstration, advisers, friday Leave a comment

Morningstar punts $30m on equity research

07/02/201904/07/2006 by Staff Writer
Morningstar will brand Aspect Huntley and InvestorInfo products with its own mark, its Australian CEO, Scott Cooley, said yesterday after the US-based firm revealed it paid $30 million in cash for the equities research house.

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Categories Investments Tags cooley, company, direct, shareholder, morningstar, statement, current, brand, aspect, investorinfo, huntley, investor Leave a comment

Harwood Super to hand investment role to Russell

07/02/201904/07/2006 by Staff Writer
The $1.2 billion Harwood Superannuation Fund last week completed its search for an implemented consultant, and is understood to have earmarked incumbent asset consultant, Russell, for the role.

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Categories Investments Tags shares, currency, aggressive, harwood, perrin, fund’s, handful, russell, ramwell, couple, corporate, consultant Leave a comment

NAB Custody hires first Sydney operations staff

07/02/201904/07/2006 by Staff Writer
NAB Custodian Services (NCS) is seeking to employ several operational staff in Sydney, however the boss of the Melbourne-based backoffice administrator has said no major shift northward is on the cards.

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Categories Investments Tags resisted, operational, melbourne, administrator, purchased, commonwealth, custodial, incumbent, continues, we’ve, kempster, investor Leave a comment

Ex-Mawson chief takes over at troubled dealer

07/02/201904/07/2006 by Staff Writer
The former head of financial planning dealer group Mawson Group, has taken the helm at boutique dealer group First Capital Financial Planning.

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Categories Investments Tags commission, allegedly, dealer, court, details, statement, recommended, comprehensive, switch, alleged, mawson, issuing Leave a comment

… as Brits get excited about Praemium’s SMA

07/02/201904/07/2006 by Staff Writer
Portfolio administration provider Praemium has signed its first major deal in the United Kingdom.

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Categories Investments Tags excited, clients, managed, praemium’s, partners, signed, brand, praemium, naoumidis, foundation, synaptic, credibility Leave a comment

New Zealand’s world best practice is a generational gap-filler

04/07/2006 by Staff Writer
Systems, processes, platforms… NZ boutique planning firm Harmer Parr has some of the world’s best and that’s not just the opinion of its two principals, Stephen Parr and Philip Holland.

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Categories Operations Tags zealand, corporate, partners, philip, boutique, partnership, salary, holland, profits, harmer, succession, tauranga Leave a comment

The REIT stuff: global property is hot but investors need to keep cool

07/02/201904/07/2006 by Staff Writer
Global property funds have mushroomed in the past two years and research houses have devoted increasing resources to analysing the sector, with Lonsec the latest to provide an expanded review.

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Categories Opinion Tags estate, reits, investor, matured, different, Retail, latest, sector, specialist, advantages, residential, lonsec Leave a comment

Phoenix Capital Property Securities Fund

07/02/201904/07/2006 by Staff Writer

Phoenix Capital launches an actively managed strategy focussing on the analysis and valuation of individual securities.

Categories Alternatives Tags focussing, managed, individual, strategy, actively, valuation, phoenix, launches Leave a comment

Allianz Global Investors European Property Trust

07/02/201904/07/2006 by Staff Writer

Allianz Global Investors plans to list a property fund with its main focus on German properties.

Categories Alternatives Tags allianz, german Leave a comment

Bravura wins core UK business…

07/02/201904/07/2006 by Staff Writer
The UK wrap market is looking to take its lead from Australia if the choice of systems builders is a guide.

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Categories Investments Tags advisory, currently, office, london, bravura, dozen, infocomp, incorrectly, nucleus, technology, provider, bravura’s Leave a comment

Planner and client groups merge to pursue Westpoint

07/02/201904/07/2006 by Staff Writer
The financial planner led Westpoint Recovery Group and the Westpoint Investors Group have merged in an effort to pursue the negligent parties, and reclaim some of the funds lost, in the Westpoint property scandal.

Read more

Categories Investments Tags demonstration, advisers, friday, planner, westpoint, merged, merger, behalf, pursuing, recovery, pursue, negligent Leave a comment
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Investment Magazine provides in-depth, monthly analysis of trends and developments for all the businesses in which superannuation funds engage‚ including asset allocation, investment manager selection, custody and fund accounting, member administration, group insurance and compliance.

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