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Showing 1201 - 1210 of 2190 results for "Boutique"

Macquarie exec leaves to join boutique fund manager

LAURA MILLAN  |  MONDAY, 31 AUG 2015
... A Macquarie executive responsible for setting up the group's global investments division in Canada has left to join a boutique funds management firm. Perth-based NWQ Capital Management has appointed Stuart McClure as managing director. McClure has over ...

Colonial First State awards $55m mandate

MARK SMITH  |  FRIDAY, 28 AUG 2015
A Sydney boutique has won a $55 million mandate from Colonial First State. Eight Investment Partners (8IP) was given the nod to manage a small cap Australian equity portfolio for the wealth management group. The boutique was established in 2009 by Kerry ...

Challenger's $300m profit and new product

DARREN SNYDER  |  TUESDAY, 18 AUG 2015
... said the sale of Kapstream and acquisition of Dexion highlighted the value and opportunity of the Fidante Partners multi-boutique model. As at 30 June 2015, Challenger held $1 billion more capital than prescribed by the Australian Prudential Regulation ...

Instreet grows sales team

MARK SMITH  |  FRIDAY, 14 AUG 2015
Boutique investment manager, Instreet Investment, has expanded its sales team with the appointment of two senior staff. Marcus Obermeder and James Poon join as sales director and head of product development respectively. A financial adviser and investment ...

Macquarie advisers defect to start independent firm

LAURA MILLAN  |  WEDNESDAY, 12 AUG 2015
... executives and financial planners from Macquarie Private Wealth (MPW) have left the group to start their own non-aligned boutique advice firm. Jeffrey Wrightson, Stephen Thaxter, Chris Forrest and Nina Kazmierczak have set up Sovereign Wealth Partners ...

Equity Trustees hires account manager

DARREN SNYDER  |  MONDAY, 10 AUG 2015
... including NSW and Queensland, and New Zealand, over the past five years. His background includes consulting independently to boutique fund managers through his own business, and various roles with Australian Unity Investments, Challenger and Morningstar. ...

SelectingSuper rejects claim small funds should merge

ALEX DUNNIN  |  WEDNESDAY, 5 AUG 2015
... a weak correlation between fund size and metrics such as performance or fees. Indeed there are significant numbers of boutique super funds, some with even with less than $3 billion in assets, that not only out-perform much larger peers over the medium ...

Fundhost appoints joint CEO

ALEX BURKE  |  TUESDAY, 4 AUG 2015
... Financial Standard, Wilson said that he was "delighted" to accept the new role and reaffirmed the company's commitment to the boutique funds management sector. "We see that as a very viable sector. We think that the retail unit trust, while there's been ...

Dalton Nicol Reid boosts investment team

ALEX BURKE  |  MONDAY, 3 AUG 2015
Dalton Nicol Reid has appointed a new member to its investment team. Scott Kelly joins the boutique equity manager from Morgan Stanley, where he was an executive director. He has also held the same position at UBS, along with other roles at Wilson HTM ...

Investors to get less in coming years

MARK SMITH  |  FRIDAY, 31 JUL 2015
... outlook briefing in Sydney, senior fund managers from property and global equities house, Wingate, and Australian equities boutique, Platypus Asset Management, gave a downcast view of the economic and investment environment. "This is the first time in ...