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Showing 121 - 130 of 313 results for "Unit trust"

Zenith acquires New Zealand firm

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 MAY 2019
Investment research provider, Zenith Investment Partners is in the process of acquiring an overseas business as it expands into offshore markets. Zenith has entered into a conditional sale and purchase agreement with NZX Limited to acquire New Zealand ...

J.P. Morgan still the top custodian

KANIKA SOOD  |  FRIDAY, 12 APR 2019
... picked up. Total Australian settlement transaction volumes rose 5.3% in the period while total Australian unlisted unit trust registry transaction volumes rose 19.9%. ACSA chief executive Robert Brown said the assets supported by the custody industry ...

JPMorgan portfolio manager leaves

KANIKA SOOD  |  TUESDAY, 2 APR 2019
... the team's global macro-thematic investment process, including the JPM Global Macro Opportunities Fund (Australian Unit Trust). Shrenick will continue to follow the investment process he co-created in November 2012. "There are no changes to the funds' ...

UBS small caps team launches boutique

KANIKA SOOD  |  TUESDAY, 2 APR 2019
... Management's small caps team is kicking off a boutique at Challenger's multi-boutique business Fidante Partners with a new unit trust in the works. Stephen Wood, Victor Gomes and David Haddad worked together for eight years on the UBS Australian ...

Channel Capital signs on new partnership

KANIKA SOOD  |  FRIDAY, 29 MAR 2019
... Australian adviser market after raising $2 billion from instos here. RWC Partners has launched an Australian-domiciled unit trust for their CC RWC Global Emerging Markets Fund. The fund invests in emerging markets and may hold up to 20% allocation to ...

SG Hiscock, DMP Asset Management to merge

HARRISON WORLEY  |  WEDNESDAY, 27 MAR 2019
Boutique fund manager SG Hiscock (SGH) and DMP Asset Management (DMPAM) have agreed to merge by the end of the month. In announcing the merger plans, the two firms said a union will see the formation of a new organisation based out of Melbourne, offering ...

Channel Capital head of retail departs

KANIKA SOOD  |  THURSDAY, 14 MAR 2019
... building successful funds management brands. He also has a strong record of raising capital for things like L1's unit trust," Switzer said. He will be a part of a three-person distribution team at Contango: head of distribution Alistair Dunne, head ...

Firetrail calls off $305m IPO

KANIKA SOOD  |  WEDNESDAY, 17 OCT 2018
... the IPO costs. What's next? Hodgens expects some of the investor money raised during the LIC to flow back to the unit trust of the absolute return strategy. Firetrail's deputy portfolio manager Blake Henricks has previously described the unit ...

Boutique manager expands research team

KANIKA SOOD  |  THURSDAY, 27 SEP 2018
... At August end, the strategu had a total of $86 million. This FUM is held in wholesale individually managed account, unit trust and SMA model portfolios. The Aoris International Fund is offered in two classes. Since March 26 inception, class A (base fee ...

Firetrail to launch $305m IPO

KANIKA SOOD  |  THURSDAY, 13 SEP 2018
The boutique launched by former Macquarie stock pickers under Pinnacle's banner in May is set to kick off an initial public offer, raising up to $304.5 million for an absolute return LIC. Firetrail Investments lodged a prospectus with ASIC on Tuesday ...