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Showing 1 - 10 of 32 results for carlos

ASIC dishes out permanent ban to 'lifestyle' adviser

JAMIE WILLIAMSON  |  WEDNESDAY, 12 OCT 2022
... was found to be unfit to operate in the industry in any capacity was permanently banned by the regulator. ASIC said James Carlos Reynolds purported to offer 'lifestyle' financial advice as sole director of Totem Wealth in Queensland's Robina since 2017. ...

Jarden hires from UBS, HSBC

ELIZABETH MCARTHUR  |  MONDAY, 30 NOV 2020
... coordinating a team of 22 analysts in Asia and Europe. Jarden has also appointed a chief economist, who will be starting in 2021. Carlos Cacho steps into the role after most recently spending three years as Australian economist in the UBS Australia research ...

Advice firm awarded international certification

ELIZABETH MCARTHUR  |  MONDAY, 10 AUG 2020
... means we are bound by the highest standards and three primary duties." Centre for Fiduciary Excellence managing director Carlos Manskep said the centre's independent assesments provide assurance to high net worth clients that firms that achieve the certification ...

Investors turn to China-focused strategies

ALLY SELBY  |  MONDAY, 29 JUN 2020
... SOEs in dynamic areas of China's economy which could prove beneficial for investors," MarketGrader chief executive Carlos Diez said. Instead, the index provider recommends selecting discounted companies that are growing at a faster rate than the ...

Magellan to use BasisCode for trading compliance

KANIKA SOOD  |  TUESDAY, 2 JUN 2020
... functionality and access right down to the desks of local managers," BasisCode Compliance chief executive and president Carlos Guillen said. "A totally integrated workflow system is a must-have for firms like Magellan and others in the APAC region who ...

Sentiment weakens as macro threats loom

ALLY SELBY  |  THURSDAY, 21 MAY 2020
... there's still downside risk to the equity market at these levels." Although this stimulus has been significant, UBS economist Carlos Cacho believes concerns are mounting on the impact of these measures ending. "We are becoming increasingly concerned ...

OnePath awards $210m in mandates

KANIKA SOOD  |  WEDNESDAY, 26 JUN 2019
... stream/dividends in accordance with stated investment objectives over the long term," OnePath said. The fund also picked Carlos Cocaro and Damien Barrack's Sydney boutique Renaissance Property Securities to manage $90 million in Australian real estate ...

Royal Commission could lead to credit crunch: UBS

ALEX BURKE  |  WEDNESDAY, 28 MAR 2018
... scenario. In an update co-authored by analysts Jonathan Mott and Rachel Bentvelzen as well as economists George Tharenou and Carlos Cacho, UBS said that as banks increase the stringency of credit applications - along with the launch of Comprehensive ...

International automotive alliance launches new VC fund

ALEX BURKE  |  THURSDAY, 11 JAN 2018
... span companies throughout the world, potentially including Australia. Renault-Nissan-Mitsubishi chair and chief executive Carlos Ghosn explained: "Our open innovation approach will allow us to invest and collaborate with start-up companies and technology ...

Latin America: the best-kept investment secret

ALEX BURKE  |  THURSDAY, 7 SEP 2017
... Chile, Peru and Mexico - was described as a "secret well kept" by SURA Investment Management chief investment officer Juan Carlos Botero. He told delegates at the Australian Institute of Superannuation Trustees Super Investment Conference that there ...
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