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Showing 141 - 150 of 2010 results for "Boutique"

New role for Abrdn fixed income head

ELIZABETH MCARTHUR  |  TUESDAY, 14 DEC 2021
The former head of Australian fixed income at Abrdn (previously Aberdeen Standard Investments) has joined a boutique wealth manager. Drummond Capital Partners has hired Garreth Innes, who departed Abrdn in May after almost a decade with the firm. Innes ...

Australian Ethical takes stake in boutique

KARREN VERGARA  |  THURSDAY, 9 DEC 2021
Australian Ethical has acquired a stake in the newly launched Sentient Impact Group, a boutique chaired by former NAB chief Andrew Thorburn. Australian Ethical's minority stake comes to $5.2 million, giving it a non-executive seat on Sentient's ...

Boutique creates distribution lead role

KARREN VERGARA  |  TUESDAY, 7 DEC 2021
... said. Wu will work with clients ranging from institutional and high-net-worths, financial advisers and consultants. The boutique, founded in 2004 by Cahill and Michael Evans, now has eight staff members. About $1.9 billion of assets under management ...

New boutique at Pendal

JAMIE WILLIAMSON  |  MONDAY, 6 DEC 2021
The funds giant recently launched a new boutique focused on alternative duration, led by Vimal Gor. In October, Financial Standard reported changes within Pendal's bond, income and defensive strategies (BIDS) business, which was headed by Gor. At ...

3PD, Haven Green ink partnership

ELIZABETH MCARTHUR  |  MONDAY, 6 DEC 2021
... Haven Green looks to solve through screening multiple candidate managers and refining to a small list blended in a multi-boutique approach. "Having access to 3PD's experienced team in one of the leading ESG investment markets is very attractive for our ...

Pinnacle seeds Canadian boutique

KARREN VERGARA  |  FRIDAY, 26 NOV 2021
... forces with Greg Dean, the former principal manager at Cambridge Global Asset Management, to establish the yet-to-be named boutique, which is currently in the process of registering with securities regulatory authorities. Dean finished up at Cambridge ...

Bell AM announces US distribution plans

ANNABELLE DICKSON  |  TUESDAY, 23 NOV 2021
The $3.5 billion boutique global equity manager announced a joint venture distribution partnership with US-based multi-boutique Spouting Rock Asset Management. The partnership will allow Bell Asset Management to distribute its equity strategies in North ...

Women advisers drop to 21%

KARREN VERGARA  |  MONDAY, 22 NOV 2021
... concentration ratios. Merit Wealth's women adviser ratio is a very high 30%," the report reads. "But while it may seem that more boutique AFSLs have higher proportions of women advisers, Rainmaker's analysis show that the gender ratio is identical for ...

Boutique recruits portfolio manager

KARREN VERGARA  |  WEDNESDAY, 17 NOV 2021
A $5 billon fixed income boutique hired a senior portfolio manager from the Victorian Funds Management Corporation. Based in Melbourne, James Wilson joined Jamieson Coote Bonds in November, finishing his most recent role at VFMC as senior portfolio ...

Multi-boutique appoints head of private wealth

ANNABELLE DICKSON  |  TUESDAY, 16 NOV 2021
Warakirri Asset Management hired from UBS for the newly created role of head of private wealth. Ben Williams was head of wholesale client coverage at the Swiss bank for over four years. He was previously national manager, retail at Lazard Asset Management ...