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Showing 111 - 120 of 2187 results for "Boutique"

TWC Invest makes risk, technology hires

MATTHEW WAI  |  MONDAY, 17 MAR 2025
... technology and a disciplined investment approach to deliver long-term value to investors." The founder-owned and led boutique firm was unveiled September last year, targeting partnerships with family offices, wealth management firms, and institutional ...

GQG loses top sales exec

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025
GQG Partners has a new head of wholesale following the shock departure of Daniel Bullock who has been with the boutique manager since it opened its doors in Australia. Ash Naidu will step into the top distribution job. This is a big promotion for Naidu ...

Asian family office sets up in Melbourne

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025
Vantage Family Office is expanding into Australia by launching a capital markets business to serve high-net-worth individuals and institutions. The Asian-based multi-family office platform has set up Vector Capital Management, which will be led by veteran ...

Perpetual appoints demerger specialist

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
... carried out the operational risk review of the business. He also worked at NAB Asset Management, J.P. Morgan and several boutique hedge funds. Song began his career as a solicitor with KPMG. Perpetual chief operating officer James MacNevin said: "Song ...

Family office CIO joins Heritvest

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
... wealth management arm of Bangarra Group - which also owns Bennelong Funds Management - in 2013, morphed into Carnbrea, a boutique advisory group. He also led investment solutions for high-net-worth individuals and families as chief financial officer ...

Boutique appoints distribution lead

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
BFA Global Investors - the advisory firm of Jonathan Belz and Gavin Ezekowitz - has hired a distribution lead from Remara Investment Management. The duo welcomed Ben Dixon to the firm as a director of client portfolios. BFA Global - which connects high-net-worth ...

Perennial beefs up sales team

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
... Sydney. Bringing 10 years of industry experience to the role, he joins from Warakirri Asset Management. At the multi-boutique investment management group, Curtis looked after wholesale IFA and private wealth segments, family offices, and direct high-net-worth ...

BlackRock names regional insto client lead

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
... joined Campbell Lyons as a partner in 2016 following a three-year stint as founder and chief executive of Sydney-based boutique capital advisory Maltesian Capital. Maltisian Capital was formed in 2013 to connect people, capital and opportunities in the ...

Advisers must improve public awareness to win Australians' trust: Report

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
... campaigns to promote the need for financial advice and what it involves. But in recent years, a gap has materialised, with boutique advice practices unable to match the marketing budgets of bigger players. Though as super funds move further into the ...

Institutional sales exec exits Ares Management

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... focused on Australia and New Zealand. In addition, Fleiter held several roles at MLC Asset Management, where he covered boutique fund distribution, capital market research and asset consulting. It is understood that local country head John Knox is looking ...