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Showing 1 - 10 of 17 results for "Philo Capital"

Class makes acquisition, profit down

ANNABELLE DICKSON  |  TUESDAY, 17 AUG 2021
... results, 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 ...

Class launches SMSF auditor tool

ANNABELLE DICKSON  |  MONDAY, 12 JUL 2021
... said. 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 ...

Results of ASIC MDA review imminent

ELIZABETH MCARTHUR  |  WEDNESDAY, 25 SEP 2019
... did not know exactly when the report will be out but it is expected by the end of the year. Potter's colleague at Philo Capital, Brett Sanders, recently said the report is expected Q4 this year. Potter is executive director of Philo and Sanders is chief ...

Expert hopeful ASIC understands MDA benefits

HARRISON WORLEY  |  THURSDAY, 12 SEP 2019
... as a 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 ...

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
... 2008 to 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 ...

Class makes managed accounts play

JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2019
... million in an 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. ...

IMAP ensuring greater representation for MDAs

JAMIE WILLIAMSON  |  THURSDAY, 23 FEB 2017
... managedaccounts.com.au Richard Nicholas, Peak Investment Partners Nick Revis, Elston Asset Management Brett Sanders, Philo Capital Glenn Woolley, Intrinsic Investment Management IMAP chair Toby Potter said the key driver for the establishment of the ...

Stanford Brown hires former Philo Capital CIO

ALEX BURKE  |  WEDNESDAY, 3 AUG 2016
... appointed a new chief investment officer. Ashley Owen joins the boutique advice group from portfolio management firm Philo Capital, where he was also chief investment officer. He is also currently a director at Third Link Investment Managers and Pluton ...
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