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Showing 1471 - 1480 of 2159 results for "Boutique"

Ashton launches Gold Share Class

RACHEL DAVIS  |  THURSDAY, 8 DEC 2011
... Ashton Funds combined with the return generated from the movement in the gold price. The Ashton Group is a privately owned boutique investment management group.

BT aligned advice boutique appoints new chief

CLAIRE MCGREAL  |  WEDNESDAY, 7 DEC 2011
... Bank and Westpac executive Steve Watts has been appointed to the newly created chief executive role at Queensland advice boutique MQ Financial Services. MQ operates under the Magnitude Dealer Group license, which is part of BT Financial Group, and has ...

Managed accounts get FOFA boost

ELISE BURGESS  |  TUESDAY, 6 DEC 2011
... Management, Integrated Financial Solutions, Value Investment Partners and iFinancial with new services for brokers and boutique asset managers. David Heather, head of distribution at IAS, said that while FOFA is a driving force behind the uptake in managed ...

Affinity launches wholesale property fund

RACHEL DAVIS  |  MONDAY, 28 NOV 2011
Melbourne based boutique, Affinity Funds Management has launched a new fund to provide wholesale investors with access to residential property, the largest asset class in Australia. The Affinity Property Fund has been established to provide investors ...

Bendigo Wealth acquires AIM Financial Services

RACHEL DAVIS  |  FRIDAY, 25 NOV 2011
Bendigo Wealth has announced the purchase of AIM Financial Services Limited, a boutique Independent Financial Planning business located in Melbourne. Alex Tullio, Bendigo Wealth's Head of Wealth Markets said this acquisition is the first step towards ...

GVI $300m funds transferred to Aubrey

ELISE BURGESS  |  THURSDAY, 24 NOV 2011
... for their efforts and wish them all the best in the future," said McGill. Aubrey has been a member of Treasury Group's boutique portfolio since 2009. As a result of this move, ratings house Morningstar has placed the GVI global shares strategy on old ...

SPAA board appoints new member

ELISE BURGESS  |  THURSDAY, 24 NOV 2011
... regulatory sub-committee. Baker's professional experiences includes the founder and principal of respected Queensland boutique accounting and consulting firm, CJ Baker & Associates, and mentor for Griffith University. Prior to this, Baker was manager ...

Alleron wins AustralianSuper mandate

ELISE BURGESS  |  TUESDAY, 22 NOV 2011
... million mandate to Australian equity manager, Alleron Investment Management. Established in 2004, Alleron is a Sydney-based boutique investment firm, with around $2 billion in funds under management, and uses a long only, high conviction, growth-biased ...

Challenger appoints head of Boutique Partnerships

RACHEL DAVIS  |  WEDNESDAY, 16 NOV 2011
Challenger Limited's funds management business has appointed Cathy Hales as its new General Manager, Boutique Partnerships. Hales joins Challenger from RREEF in New York, where she was Chief Operating Officer, Client Relations. Hales has also worked ...

Mid-sized licensees to disappear: CoreData

ELISE BURGESS  |  TUESDAY, 15 NOV 2011
... of the future will need either to be large and vertically integrated, with an ability to leverage scale, or small and boutique - providing a high-touch, quality service." This leaves out the middle-sized planning firms which are left in no-mans-land ...