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Showing 1801 - 1810 of 2159 results for "Boutique"

Olicc wins Shadforth

MICHELLE BALTAZAR  |  WEDNESDAY, 28 JAN 2009
Olicc Technologies, which is part-owned by Coin Financial Planning Software, has scored a deal with boutique dealer group Shadforth Financial. Under the agreement, Shadforth will use Olicc's practice management solutions, including its business intelligence ...

Pinnacle taps private equity demand

RUTH LIEW  |  TUESDAY, 20 JAN 2009
... million to invest in high growth companies which have an enterprise value of up to $200 million each. The launch of the new boutique, along with Cook and Ludemann's recruitment, came less than a year after Pinnacle added Solaris, run by the former Australian ...

ING Aus buys IFA Securities

COMPANY RELEASE  |  THURSDAY, 15 JAN 2009
... a key player in the consolidation of the financial planning industry when it announced a deal with IFA Securities, a boutique dealer group that manages more than $600 million in funds. Founded in the mid-80s, IFA Securities is a NSW-based dealer group ...

PIS prepares for tough year

RUTH LIEW  |  THURSDAY, 15 JAN 2009
... for fund managers with good liquidity management as part of its overall investment strategy review. PIS flagged that boutique managers are expected to take a back seat this year as the firm shuns smaller managers to focus on bigger brands. "It doesn't ...

NGSS on mandate spree

RUTH LIEW  |  TUESDAY, 13 JAN 2009
... us greater control over our portfolio, to gain greater transparency with the managers and to invest in high conviction boutique style managers," said Dwyer. According to Dwyer, the transition was performed by Citigroup. "The decision of the fund to equitise ...

Thomas Hancock Assoc to launch outplacement arm

MICHELLE BALTAZAR  |  FRIDAY, 12 DEC 2008
Sydney-based boutique recruiter Thomas Hancock Associates has set up a new outplacement service specialising in the financial markets, funds management and superannuation sector. The executive recruitment firm, which has specialised in the industry ...

Bellwether hires AFM for mandate search

MICHAEL HOBBS  |  WEDNESDAY, 10 DEC 2008
... allocations and we think that Bellwether's unique approach offers a lot to this market," said Donovan. The Melbourne based boutique fund manager uses a quantitative and qualitative investment process to invest in Australian shares. The firm's flagship ...

Asgard and IOOF add Patriot funds

RUTH LIEW  |  FRIDAY, 5 DEC 2008
... While some fund managers are now struggling to get their business to advisers, the little publicised Aussie equities boutique Patriot Asset Management's products have won places on Asgard and IOOF's platforms. Melbourne-based Patriot is part of the Fisher ...

Quant and quals brave the bear

RUTH LIEW  |  MONDAY, 1 DEC 2008
... had their share of joy and pain surviving the second half of 2008. Rohan Walsh, partner and fund manager of qualitative boutique Karara Capital, told the audience of a Russell manager luncheon last Friday that if he could turn back time, Walsh would ...

Austock MA service signs six

MICHAEL HOBBS  |  THURSDAY, 27 NOV 2008
Austock Asset Management has already signed six financial planning dealer groups and boutiques to its new managed account service after partnering with Investment Administration Services. Austock Asset Management's partnership with managed account technology ...