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Showing 1061 - 1070 of 2158 results for "Boutique"

Former Ascalon head joins boutique firm

JAMIE WILLIAMSON  |  FRIDAY, 18 NOV 2016
Blue Quay Investment Management has strengthened its leadership team, appointing a former Ascalon executive. Rob Lance, most recently head of Australia for Ascalon, has taken on the role of principal, sales and strategy at Blue Quay. With more than ...

Prime Value fund added to Macquarie Wrap

JAMIE WILLIAMSON  |  WEDNESDAY, 16 NOV 2016
The Prime Value Opportunities Fund has been added to the Macquarie Wrap Platform. Managed by Prime Value Asset Management, the Australian equities fund has averaged a return of 13.3% since its inception in November 2012. Aiming to achieve absolute returns ...

Digital advice as commonplace as internet banking

ALEX BURKE  |  FRIDAY, 11 NOV 2016
... given that "people will always gravitate to big brands and big institutions. You're not going to go out looking for a boutique frypan." As a result, Kolbusz said Decimal's philosophy is that "because people are happy to let big banks and super funds ...

Netwealth partners for new private label

JAMIE WILLIAMSON  |  THURSDAY, 10 NOV 2016
Netwealth has partnered with a boutique wealth management firm to launch a private label managed account. The platform provider has teamed up with Cardena Private Wealth to offer a variety of multi-asset, objectives-based models which utilise dynamic ...

New fund manager hot property

DARREN SNYDER  |  WEDNESDAY, 9 NOV 2016
... investment in retail, office and industrial property assets. Intergen Property Group has established I-Gen Funds Management, a boutique firm that will begin with a $200 million fund for wholesale investors. Leading the new funds management business as ...

Boutique advice firm joins Fortnum

KERRIE SYDEE  |  FRIDAY, 4 NOV 2016
A former AMP aligned advisory firm has joined non-institutionally owned licensee Fortnum Financial Advisers. Cardena Private Wealth, previously Arrive Wealth Management Sydney, has joined Fortnum as the firm positions itself to continue delivering professional ...

GBST partners with boutique administrator

JAMIE WILLIAMSON  |  FRIDAY, 4 NOV 2016
Financial services software provider GBST is entering a seven-year contract with a boutique administrator to enter the business process outsourcing market. Announced on the ASX, GBST is teaming with specialist fund services provider MainstreamBPO. GBST ...

Aussie fund manager London bound

JAMIE WILLIAMSON  |  THURSDAY, 3 NOV 2016
... or three partnerships in the first half of 2017. We hope our expansion into the market will help boost the ability of boutique fund managers to overcome the regulatory, legal and administrative hurdles that prevent many from getting a foot in the door," ...

Boutique adviser names key hires

KERRIE SYDEE  |  TUESDAY, 1 NOV 2016
Profile Financial Services has made two senior appointments from NAB Asset Management and William Buck. Joining Profile as head of investments is Jerome Bodisco. He brings extensive experience across a range of asset classes and managers and has a strong ...

Alphinity funds added to mFund

JAMIE WILLIAMSON  |  MONDAY, 31 OCT 2016
... since its inception in 2000 - 0.6% above the ASX 300 benchmark. Alphinity believes that being on mFund will drive the boutique's retail inflows, making access to its products easier and faster. "Alphinity has already grown strong traction among institutional ...