Perpetual appoints new portfolio manager
Perpetual Investments has announced the appointment of Robert Graham-Smith as apPortfolio manager/senior analyst to its multi-sector team based in Sydney.
His arrival adds to the nine-strong multi-sector investment team based in Sydney. He will assume coverage of the absolute return portfolios which form a core part of Perpetual Investments’ Growth and Income Opportunity Funds.
Perpetual’s Opportunity Funds have continued to produce positive returns every year since their inception in 2007. Zenith Investment Partners recently recognised the quality of the Opportunity Funds awarding a ‘Recommended’ rating in the review conducted in June 2012.
The multi sector team manage in excess of $5bn across the range of Perpetual Balanced Funds, Opportunity Funds, and Diversified Real Return Fund creating tailored investment solutions to a broad range of clients.
“Robert is a senior finance professional. His depth of understanding of all asset classes, how they intersect and interplay across portfolios is a great addition to our team’s capabilities,” said Perpetual’s head of Multi Manager Damien Webb.
Robert joins Perpetual Investments with 20 years’ experience in financial markets, predominately working in alternative investments and portfolio management for some of the world’s leading financial institutions including Deutsche Bank, ING Barings, KPMG and most recently as head of Alternative Investments and portfolio manager for Select Asset Management.
Robert is a Chartered Accountant and has a Bachelor of Commerce from the University of Western Australia.
Best mortgage fund announced
La Trobe Financial’s Pooled Mortgages Option (‘PMO’) has won the Money Magazine Gold award for the Best Mortgage Fund in Australia.
“This is another milestone for La Trobe Financial and we are again delighted to be awarded the Gold award from Money magazine. The PMO continues to go from strength to strength and this award confirms that it’s an exceptionally attractive proposition for both financial planners and retail investors looking for a fund with an impeccable record of achieving consistently outstanding returns,” said La Trobe Financial head of funds management Chris Andrews.
“I am extremely proud of the entire La Trobe Financial team who work so hard day in and day out to ensure we deliver consistently outstanding results for our investors. Four years ago, we embarked on a cause to implement a business promise of ‘how investing should be’. We have benchmarked ourselves against the world’s best in a strategic move to showcase the 3 things in our business that matter the most to our investors… our products, our performance and our people. That our efforts have again been externally recognised by Money magazine is evidence we are on the right path, particularly given that equities markets have experienced such volatility over the years,” added a Trobe Financial CEO Greg O’Neill.
New face at MLC
Camilla Von Pfyffer has been appointed business consultant for MLC Accountant Solutions, based in Queensland .
Camilla will work with accountants to help them deliver financial advice to clients through the MLC licensing solution, the referral partnership with the Institute of Public Accountants and through MLC's education solutions. She will also work with aligned advisers to support the development of their relationships with accounting firms.
Camilla was most recently a business development manager (BDM) for CPA Australia, spending two and a half years with the accountancy body.
Before CPA Australia, Camilla held a BDM role with Intrust Super. She has also worked for dealer groups AMP and RetireInvest as well as financial planning practices.
Big changes at Topdocs
The decision by SMSF, company and trust document provider Topdocs to integrate its document automation system with wealth management software, XPLAN, will dramatically simplify the document ordering process and enhance document accuracy, it says.
According to a company statement, this will enable financial planners to purchase, access, complete and store electronic self-managed super fund, company trust and pension documents in the one system.
It will also enable documents to be pre-populated with client information stored in XPLAN’s client management module, eliminating cumbersome data entry and enhancing compliance requirements.
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