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Showing 1461 - 1470 of 2159 results for "Boutique"

FOFA makes assumptions on churning: Synchron

CLAIRE MCGREAL  |  WEDNESDAY, 7 MAR 2012
Independent adviser boutique Synchron has slammed elements of FOFA, claiming it will ultimately lead to advisers being penalised when acting in their client's best interest. Synchron has criticised two particular elements it says relate to churning ...

ASIC bans Victorian adviser

CLAIRE MCGREAL  |  FRIDAY, 2 MAR 2012
... and to purchase shares in Petrovic's name. The four month period related to when Petrovic was a director and adviser of boutique advisory firm, Mitchell Asset Management between November 16 2009 and March 30 2010. "ASIC would act to remove dishonest ...

UBS names ING IM transfers

CLAIRE MCGREAL  |  WEDNESDAY, 29 FEB 2012
... and Rachel O'Connor and Thomas Wu, Australian fixed income. New hires to the recently announced UBS Australian equities boutique also include Joel Fleming and David Haddad, small-cap, David Scott and Patrick Barrett, property securities, and Steve Coffey ...

Strong half year results for new Challenger boss

CLAIRE MCGREAL  |  MONDAY, 20 FEB 2012
... management grew by 15% to $29.6 billion as of 31 December. "We're especially pleased that our equities and fixed income boutique partnerships performed strongly despite difficult market conditions, having grown FUM by $1.4 billion in the half to hit ...

Synchron NextGen success firm expands to Sydney

MELANIE TIMBRELL  |  TUESDAY, 14 FEB 2012
... Synchron's Melbourne-based private wealth management firm, Wealth Enhancers is recruiting for their new Sydney-based boutique office to be headed by former UBS equity trader Wade Tink. Tink, a graduate of Synchron's NextGen program, left UBS to join ...

Solaris names new resource analyst

CLAIRE MCGREAL  |  WEDNESDAY, 1 FEB 2012
Lorana Szeto will replace John Hodder who has stepped down as resource analyst at boutique equities fund manager Solaris to set up his own Private Equity Mining Fund. Hodder, who has been with Solaris since 2008, is also set to pursue "other opportunities" ...

Electronic trading reduces risk for fund managers

MELANIE TIMBRELL  |  WEDNESDAY, 18 JAN 2012
... global fund managers have had exposure to electronic trades via European and Asian operations, new to the system will be boutique funds, which are a core part of the Australian rollout schedule for the firm.

Issues beyond the FOFA horizon

ELISE BURGESS  |  WEDNESDAY, 18 JAN 2012
... and cutting their exposure to C and D list clients. "While financial advisers will adapt - selecting to operate in a boutique high net worth space or as part of institutionally-backed organisations - the transition may not be entirely without pain," ...

Principal Global secures Advance Asset mandate

RACHEL DAVIS  |  WEDNESDAY, 14 DEC 2011
... Phoenix Portfolios to manage its Advance Property Securities Multi-Blend Fund. Principal Global operate with a multi-boutique strategy and have recently completed acquisitions of two UK firms, Finisterre Capital and Origin Asset. "Twelve months ago ...

Sevior will not return: Perpetual

ELISE BURGESS  |  WEDNESDAY, 14 DEC 2011
... Australian Equities told Financial Standard that Sevior may not return to his original role but instead could explore new boutique fund options within the Perpetual organisation, upon his anticipated return from long service leave. "We are looking at ...