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Showing 991 - 1000 of 2158 results for "Boutique"

Class integrates with two boutiques

KARREN VERGARA  |  FRIDAY, 14 JUL 2017
Two boutique self-managed super fund service providers have joined forces with Class Super to help scale audit and compliance services. A.S.A.P. Advice, a Tasmania-based digital advice platform that assists accountants provide SMSF services without ...

Private Portfolio Managers launch SMAs

JAMIE WILLIAMSON  |  WEDNESDAY, 12 JUL 2017
... Managers will launch the first in a series of new separately managed account strategies on Powerwrap. Previously the boutique investment manager has exclusively offered individually managed accounts, but has broadened its managed accounts offering to ...

ASIC calls on NAB to improve disclosure

JAMIE WILLIAMSON  |  FRIDAY, 7 JUL 2017
... occurred when customers were advised to purchase products issued by NAB Group-related firms, including MLC-branded and boutique investment manager products. The Statements of Advice and Financial Services Guides provided failed to fully disclose the ...

AMG Super expands executive team

EMMA RAPAPORT  |  THURSDAY, 6 JUL 2017
Boutique superannuation fund, AMG Super, is expanding its executive team with two appointments. Former client partnership manager at Australian Administration Services (part of Link Group), Tony McGraw, will commence with AMG Super on 10 July 2017 as ...

Whitehelm boosts water investments

KARREN VERGARA  |  THURSDAY, 6 JUL 2017
... working in London, Sydney and Canberra. The firm is 70% owned by staff and 30% by Challenger via its Fidante Partners multi-boutique funds management platform.

OC Funds Management wins mandate

KARREN VERGARA  |  THURSDAY, 6 JUL 2017
... recently receiving a 'recommended' rating from research houses Zenith and Lonsec, Brodie added. OC partners with multi-boutique investment management group Copia Investment Partners. Ralton Asset Management, Odey Asset Management and Pilgrim Private ...

Beacon merges with Libertas

KARREN VERGARA  |  WEDNESDAY, 5 JUL 2017
Independent dealer group Beacon Financial Group has joined forces with boutique licensee Libertas Financial Planning. Libertas Financial Planning director Mark Euvard told Financial Standard it will be business as usual for Libertas and that staff will ...

IRESS secures NSX deal

EMMA RAPAPORT  |  WEDNESDAY, 5 JUL 2017
... international exchanges on offer." The announcement comes on the back of a series of new partnerships for IRESS including with boutique investment manager Acorn Capital to provide portfolio management systems, and with ITG to help clients analyse trade ...

Former Ausbil managers start small-cap fund

JAMIE WILLIAMSON  |  FRIDAY, 30 JUN 2017
The former managers of Ausbil's microcap team have started their own funds management firm. Tony Waters and Chris Prunty - who abruptly left Ausbil last month - have established QVG Capital with a view to officially launch in September. The firm's name ...

Family offices partner for major US acquisition

ALEX BURKE  |  THURSDAY, 22 JUN 2017
... and Australian private wealth investors, made the acquisition for US$174 million (including refurbishment). Australian boutique advisory group LS Global Advisors led the local capital raising. The eight assets acquired are located in Arizona, Colorado ...