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Showing 171 - 180 of 283 results for "Boutiques"

Issues beyond the FOFA horizon

ELISE BURGESS  |  WEDNESDAY, 18 JAN 2012
... financially-informed consumer, cost pressures of the wealth management value chain, the industry 'barbell shape' with boutiques at one end, institutions at the other and finally the DIY shift towards self-managed superannuation and directly held discretionary ...

Challenger appoints head of Boutique Partnerships

RACHEL DAVIS  |  WEDNESDAY, 16 NOV 2011
... Challenger Funds Management. In 2011 Challenger's boutique business grew FUM by $3.9 billion to reach $14.8 billion. The boutiques business has experienced net flows of $9.9 billion over the last five years. As a shareholder in boutique investment companies ...

Sigma FM joins forces with Pinnacle

CLAIRE MCGREAL  |  WEDNESDAY, 26 OCT 2011
... fund manager to its umbrella group after forming a new partnership with Sigma Funds Management. Pinnacle's 'house of boutiques' now stands at seven firms, which collectively managed around $9 billion for a range of institutional and retail investors ...

QIC funds head departs amid restructure

MATT WOODINGTON  |  TUESDAY, 20 SEP 2011
... decided not to pursue either of the newly created roles, however. "This change is designed to make sure both that QIC's boutiques are appropriately supported and that QIC works as effectively as possible with institutional investors and their consultants," ...

Manager tenure impacts success: S&P

ELISE BURGESS  |  MONDAY, 19 SEP 2011
... S&P identified a number of key reasons for manager departure including evolution of ownership structures such as new boutiques, portable knowledge, failure to correctly reward investment people, desire for new career challenges, poor management practices ...

Sunsuper renews Mercer mandate

ELISE BURGESS  |  WEDNESDAY, 14 SEP 2011
... operations consulting to the super fund. David Hartley, chief investment officer at Sunsuper said Mercer's asset class boutiques complemented Sunsuper's own team and helped the fund to identify opportunities and respond to changing market conditions. ...

Treasury Group "transformational" year

ELISE BURGESS  |  THURSDAY, 25 AUG 2011
... increased, climbing from 2% FUM in 2007 to 26% this year. "The opportunity to expand and diversify our portfolio of boutiques to fill out product offerings where we currently don't have them is obvious and our focus," said McGill. "Investment in distribution ...

BTIM names new port specialist

ELISE BURGESS  |  WEDNESDAY, 24 AUG 2011
... Group, Dale Pereira has moved into the portfolio specialist role and will work with BTIM's Macro and Income Strategies boutiques. Pereira will have a key relationship with BTIM clients, sales group and key research intermediaries, acting as a contact ...

Challenger results prove annuity winner

ELISE BURGESS  |  MONDAY, 22 AUG 2011
... were significantly impacted by reduced performance/transaction fees during the period. FUM growth and performance of boutiques partnerships increases the opportunity for performance fees," noted a web cast presentation accompanying the news. Retail annuity ...

Boutique incubator targets Asian wealth

MATT WOODINGTON  |  MONDAY, 30 MAY 2011
... investors by launching in Asia. Ascalon will establish distribution hubs in Hong Kong and Singapore for its existing boutiques and plans to invest in one or two Asian firms each year. "We're raising quite good money in Australia but the greater European ...