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Showing 121 - 130 of 2188 results for "Boutique"

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 ...

Alexander Funds recruits regional manager

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... Funds has hired a new regional manager to cover Australia's southern states. The Melbourne based fund management boutique has hired Beatriz Marchueta to cover Victoria South Australia and Tasmania, based in Melbourne. Marchueta will join distribution ...

Independent financial planning boutique opens in Brisbane

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
Rebecca Scarrabelotti, formerly of Morgans Financial, has opened an independent financial planning boutique - Brisbane Independent Financial Advisory. Scarrabelotti's clients at her new advice practice are typically affluent and over 50. "They [my ...

Warakirri hires regional manager

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
Warakirri Asset Management has hired a new manager to look after clients in New South Wales and Queensland. The boutique asset manager has recruited Trent Faehndrich as regional manager for those states. The recruit is tasked with growing Warakirri's ...

Realm House hires from Plato

ELIZABETH FRY  |  THURSDAY, 30 JAN 2025
... contrarian credit and fixed income manager Realm Investment House. Simon Tung has been appointed portfolio manager within the boutique asset manager's strategy and risk division. Tung is tasked with overseeing macroeconomic analysis and the risk ...

Quant fund taps new chief executive

ANDREW MCKEAN  |  WEDNESDAY, 29 JAN 2025
The former co-head of equity capital markets at J.P. Morgan has been appointed chief executive of boutique quantitative fund manager East Coast Capital Management (ECCM). Simone Haslinger, the new chief executive, left J.P. Morgan last October after ...

Scarcity Partners enlists former Ophir Asset Management chief

ANDREW MCKEAN  |  WEDNESDAY, 22 JAN 2025
... and high-net-worth investor commitments, along with his tenure at Ophir - where he was "instrumental" in growing the boutique firm's business and distribution strategy - would enable him to accomplish these objectives. Notably, at Ophir, Chirakis led ...

Local private wealth manager appoints new chief

ANDREW MCKEAN  |  THURSDAY, 16 JAN 2025
... of Wealthspire Advisors in the US. During his time in the US, DeCarlo also served as chief executive of StratWealth, a boutique firm that served over 900 families and managed more than US$1.8 billion of client assets. He helped contribute to an increase ...

Insignia takeover heats up, Bain Capital ups bid

KARREN VERGARA  |  MONDAY, 13 JAN 2025
... $4 per share on December 18, claiming it "does not adequately represent fair value" for shareholders. Shortly after, boutique private investment firm CC Capital Partners came in with a $4.30 cash per share offer. Insignia had about 670.7 million ordinary ...

GQG ends year with $32.7bn net inflows

ANDREW MCKEAN  |  THURSDAY, 9 JAN 2025
... outflow, the fourth quarter saw continued positive gross and net sales, GQG said in an ASX announcement. However, the boutique investment management firm also acknowledged its institutional channel continued to see "moderate redemption pressure" due ...