Search ResultsShowing 1 - 10 of 34 results for "Infocus Wealth Management"
Former Australian Unity executive joins advice licensee
JAMIE WILLIAMSON  |  FRIDAY, 27 JUL 2018
... month. Former Australian Unity Personal Financial Services chief executive Steve Davis has joined Infocus Wealth Management in the newly created role of chief commercial officer. Davis served nine years at Australian Unity, having joined from ...
Infocus grows executive lineup
JAMIE WILLIAMSON  |  TUESDAY, 17 JUL 2018
Two senior Australian Unity executives have joined the leadership team of Infocus Wealth Management. Australian Unity's head of investment research Jeff Mitchell has been appointed to the newly created role of chief investment officer at the dealer ...
First Aussie fixed income mandate for global manager
DARREN SNYDER  |  MONDAY, 8 JAN 2018
... mandate and a global equities mandate for Alpha Fund Managers, the funds management subsidiary of Infocus Wealth Management. Vontobel Asset Management executive director and head of sales for Australia and New Zealand, Bobby Bostic, said the ...
Infocus chief executive departs
JAMIE WILLIAMSON  |  WEDNESDAY, 6 DEC 2017
The managing director and chief executive of Infocus Wealth Management is departing, with the company's founder returning to take the reins. The Infocus board announced Rod Bristow is stepping down following six years of leadership. Succeeding ...
Aussie multi-manager awards global growth mandate
ALEX BURKE  |  WEDNESDAY, 1 NOV 2017
... manager of growth equity strategies. Alpha Fund Managers, the multi-manager subsidiary of Infocus Wealth Management, has invested in DSM Capital Partners' Global Growth Equity strategy. DSM was founded by chief investment officer Daniel ...
Alpha FM awards Indian equities mandate
ALEX BURKE  |  THURSDAY, 12 OCT 2017
An Indian equities boutique has won a mandate from Infocus Wealth Management multi-manager subsidiary Alpha Fund Managers. Alpha has taken a stake in India Avenue Investment Management's India Avenue Equity Fund, which currently invests in 51 ...
Infocus subsidiary adds to multi-manager suite
ALEX BURKE  |  WEDNESDAY, 23 AUG 2017
A subsidiary of Infocus Wealth Management expanded its multi-manager suite through an investment in an ESG-aligned Australian equities fund. Alpha Fund Managers, which also recently partnered with Investors Mutual and Folkestone , invested in ...
Boutique manager selects A-REIT and small-cap specialists
DARREN SNYDER  |  THURSDAY, 27 JUL 2017
Alpha Fund Managers, the funds management subsidiary of Infocus Wealth Management, has enlisted a further two funds to its multi-manager suite. The first addition is the Investors Mutual Limited (IML) Small Cap Fund, which aims to deliver ...
Infocus scores exclusive referral to 450 offices nationwide
ALEX BURKE  |  MONDAY, 6 FEB 2017
Infocus Wealth Management planners will deliver financial advice to over 450 offices throughout Australia via an exclusive referral arrangement with a global accounting firm. NYSE-listed H&R Block, which opened its doors in Australia in 1971 ...
Financial advisers losing communication battle
EMMA RAPAPORT  |  MONDAY, 6 FEB 2017
... invest in technology and build a presence in the retirement space. Last year the company signed a deal with robo-advice platform Infocus Wealth Management which incorporated the Morningstar wealth forecasting engine into its earnie.com.au platform.
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