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.
Harwood Super to hand investment role to Russell
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.
NAB Custody hires first Sydney operations staff
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.
Ex-Mawson chief takes over at troubled dealer
The former head of financial planning dealer group Mawson Group, has taken the helm at boutique dealer group First Capital Financial Planning.
… as Brits get excited about Praemium’s SMA
Portfolio administration provider Praemium has signed its first major deal in the United Kingdom.
New Zealand’s world best practice is a generational gap-filler
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.
The REIT stuff: global property is hot but investors need to keep cool
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.
Phoenix Capital Property Securities Fund
Phoenix Capital launches an actively managed strategy focussing on the analysis and valuation of individual securities.
Allianz Global Investors European Property Trust
Allianz Global Investors plans to list a property fund with its main focus on German properties.
… as Brits get excited about Praemium's SMA
Portfolio administration provider Praemium has signed its first major deal in the United Kingdom.
Trading up: investment banks court the wholesale funds management business
Investment banks have become major direct service providers to private client and retail investor portfolios, mostly through their structured products. Yet they are conspicuous by their absence from wholesale manager menus. MICHAEL BAILEY examines whether the banks’ transactional culture can become acceptable to conservative superannuation funds, and whether they might find their biggest role in … Read more
