Articles tagged with 'Forsyth Barr'

Forsyth Barr buys Hobson Wealth to create $30b in funds under advice

5 December 2023 - Forsyth Barr is buying Hobson Wealth for an undisclosed sum, as GoodReturns reported several weeks ago was likely.

Forsyth Barr won't comment on Hobson Wealth speculation

2 November 2023 - Forsyth Barr won't comment on speculation it may be the front-runner to buy Hobson Wealth but says it is “an active participant” in its industry.

Forsyth Barr launches funds management business

2 December 2021 - Forsyth Barr has launched a specialist funds management operation, Octagon Asset Management, which will take over managing its KiwiSaver scheme.

ESG expert joins Forsyth Barr

23 November 2021 - Forsyth Barr has created a new role for a former NZ Super Fund investment strategist to meet the growing demand for advice and solutions for environmental, social and governance (ESG) based investments.

NZX Wealth Technologies adds another client and expects more

22 January 2021 - NZX Wealth Technologies has won a competitive tender to put Public Trust on its new platform.

Westpac and Forsyth Barr confirm strategic partnership

13 November 2020 - The sale of Westpac NZ’s wealth advisory business to Forsyth Barr has been confirmed by the two organisations after weeks of speculation from the industry.

Analysts pick Covid-19 losers on NZX

18 August 2020 - Most New Zealand businesses will be affected by the current increased alert levels, Forsyth Barr says, but the extent of the impact varies.

Industrial holdings leave Provincia in strong position

14 May 2020 - Tales of strife and problems abound in the commercial property world these days, but the impact of the Covid-19 pandemic has not been as devastating for all commercial players.

Low emissions, higher value, report suggests

5 December 2019 - Companies with lower carbon emissions have, on average, higher valuations and outperform higher emitters over the long term, a new Carbon Report by Forsyth Barr says.

Gascoigne departs PM Capital role

1 October 2019 - Aaron Gascoigne, the Executive Director of Kiwi Investment Partners, which represents Australian manager PM Capital in New Zealand has taken on a new role with a sharebroking firm.

Commercial property focus for new non-bank lender

30 August 2019 - There’s a new commercial property non-bank lender on the block after two New Zealand property and investment heavyweights joined up with an Australian property finance company.

Forsyth Barr acquires advice firm

29 August 2019 - Forsyth Barr has acquired Hawke’s Bay investment advisory and management services business SP Investment Group.

General Finance to join stock market

29 May 2018 - Non-bank lender General Finance and sister company Investment Research Group are set to join the stock market after agreeing a deal with a listed shell company. 

New Zealand values most stretched in world

26 January 2018 - New Zealand equities are the most highly valued in the world on a price-to-earnings basis according to a ranking of MSCI indexes, but local commentators say that’s not necessarily cause for concern.

Fund Source surprises with awards

30 August 2017 - There were some surprises in the Fund Source Fund Manager of the year awards which where handed out in Auckland last night.

QFEs get licensing head-start

15 August 2017 - Dealer groups and adviser networks may opt for financial advice provider status (FAP) under the new legislation, but it is expected to be an easier transition for existing qualifying financial entities (QFEs).

FPH trading under trial spotlight

30 September 2016 - The spotlight in the Mark Warminger case swung on to two of New Zealand’s investment sector heavyweights in day four of the trial at the Auckland High Court.

Hawes and Forsyth Barr launch 'Summer' KiwiSaver

19 September 2016 - [UPDATED] A financial adviser is taking a key role in Forsyth Barr scheme and says there is now a commercial incentive for other AFAs to get involved with KiwiSaver.

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