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Showing 1 - 10 of 10 results for "Philo Capital Advisers"

Class makes acquisition, profit down

ANNABELLE DICKSON  |  TUESDAY, 17 AUG 2021
... statutory net profit was down 46% to $3.7 million with a $3.2 million loss attributed to the divestment of Philo Capital Advisers. Meanwhile, operating revenue was up 25% to $54.9 million and EBITDA was up 15% to $21.9 million. Class maintained its underlying ...

Class launches SMSF auditor tool

ANNABELLE DICKSON  |  MONDAY, 12 JUL 2021
... Elsewhere, last week Class announced it had decided to either convert or redeem its $3.1 million investment in Philo Capital Advisers after concluding it is not in the best interest of its shareholders.

Class to dump MDA investment

ANNABELLE DICKSON  |  TUESDAY, 6 JUL 2021
The SMSF technology platform has decided to either convert or redeem its $3.1 million investment in Philo Capital Advisers after concluding it is not in the best interest of its shareholders. Class previously made the investment prior to the introduction ...

Expert hopeful ASIC understands MDA benefits

HARRISON WORLEY  |  THURSDAY, 12 SEP 2019
... point of discussion during a panel session at Financial Standard's recent Managed Account Forum. Asking Philo Capital Advisers chief executive Brett Sanders about the future of MDAs, panel moderator and BT Open head of distribution Christopher Mather ...

Melbourne advisory launches MDA

HARRISON WORLEY  |  THURSDAY, 30 MAY 2019
Third-party managed discretionary account provider Philo Capital Advisers launched an MDA service with a Melbourne-based advisory. Strategic Wealth linked with Philo Capital Advisers to implement an MDA service featuring BT Panorama, investment consulting ...

Former OneVue exec joins listed fund manager

ELIZABETH MCARTHUR  |  MONDAY, 27 MAY 2019
... 2014. In the interim he served as head of distribution at Aurora Funds Management and also head of sales at Philo Capital Advisers. Announcing the appointment, Clime said Karrasch has good reach across dealer groups and is respected across the financial ...

Class makes managed accounts play

JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2019
... MDA service provider, with an option to take full ownership of the company down the track. Investing in Philo Capital Advisers, Class will provide software to support the company's offering, including services to licensees using BT Panorama. The investment ...

Aurora appoints OneVue founding member

ALEX BURKE  |  TUESDAY, 7 APR 2015
... Bank and Rothschild Australia. He was a founding member of OneVue and was most recently head of sales at Philo Capital Advisers. In his new position Karrasch will manage sales, distribution and adviser support for the $220 million funds manager. Aurora ...

MDAs key to proving value of advice

JAMES FERNYHOUGH  |  FRIDAY, 30 AUG 2013
... to their service offerings in the post-FoFA world, according to Brett Sanders, joint chief executive of Philo Capital Advisers. Sanders said that the bad rap advisers have received of late has led many investors to dispense with advice altogether and ...

Stammer joins Centric Wealth investment committee

ALEX DUNNIN  |  THURSDAY, 26 JUL 2012
... construction committee. Dr Stammer's involvement with Centric Wealth will include working with the principals of Philo Capital Advisers, where he works as a non-executive expert, to develop integrated active investment models that are implemented via ...
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