Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 201 - 210 of 2155 results for "Boutique"

Challenger settles real estate unit divestment

KARREN VERGARA  |  MONDAY, 10 JUL 2023
... exclusively distributing Elanor's existing and new funds. In February, Elanor chief executive Glenn Willis flagged the boutique was on the hunt for acquisition opportunities. "In regards to new investment sectors, we continue to build out our funds ...

Commonwealth Bank backs Wollemi Capital

CHLOE WALKER  |  MONDAY, 10 JUL 2023
The bank was a major strategic investor in the investment boutique's recent capital raising, eyeing an opportunity to help its customers better manage their own carbon emissions. Named after the endangered Australian pine tree species, Wollemi Capital ...

ASIC deepens investigation into Magnolia founder

KARREN VERGARA  |  FRIDAY, 30 JUN 2023
... Atkins faces a final hearing at the Federal Court on August 11. In the past, Atkins described Magnolia Capital as a "boutique funds management and advisory group with nearly $1 billion in funds under advice, operating across Australia, Hong Kong, and ...

Managed fund research lead at Koda resigns

KARREN VERGARA  |  MONDAY, 26 JUN 2023
... by founders Paul Heath, Quentin Reeve, Steve Tucker, and Andrew Rutherford. Prior to joining Koda, Coggins worked in boutique companies and Commonwealth Bank. He was the wealth research manager at ANZ for more than three years before moving to Koda. ...

Super funds ready to offer advice: Podcast

CASSANDRA BALDINI  |  THURSDAY, 22 JUN 2023
... can be part of that conversation and help guide people through that process." McCrea reinforced he doesn't believe boutique funds will face a major impact when it comes to shifting their advice offerings. "I don't think that this change will ...

Income Asset Management buys credit fund

CHLOE WALKER  |  THURSDAY, 25 MAY 2023
... high conviction fund using bottom-up, fundamental credit analysis. It is currently run by River Capital, a multi-asset boutique based in Melbourne. IAM has paid $350,000 upfront and will implement a deferred revenue sharing arrangement valued at about ...

ASIC revokes Centurion subsidiary licence, suspends fund manager

ANDREW MCKEAN  |  WEDNESDAY, 24 MAY 2023
... failed to comply with the financial services laws and is likely to contravene its obligations again in the future. The boutique firm sought to contest ASIC's decision, applying to the AAT on March 23 for a stay and review. The AAT, with ASIC's agreement ...

Blackwattle Investment Partners debuts

CHLOE WALKER  |  TUESDAY, 23 MAY 2023
Backed by some of Australia's wealthiest families, Sydney-based equities boutique Blackwattle Investment Partners is open for business. Blackwattle Investment Partners has launched with over six years of capital backing and plans for four fund launches ...

Boutique co-founder jumps to AustralianSuper

ELIZABETH FRY  |  FRIDAY, 19 MAY 2023
One of the co-founders of a shuttering boutique manager is taking on a new role at AustralianSuper. At the same time, one of the fund's portfolio managers is joining a sovereign wealth fund. The $260 billion superannuation fund has added Megan Talmage ...

Former Mason Stevens chief sells boutique

KARREN VERGARA  |  WEDNESDAY, 17 MAY 2023
... management business founded by Mason Stevens' former chief executive and investments lead has been acquired by another boutique. Vincent Hua, who left Mason Stevens last year, has sold Peridot Investment Management (PIM) to AL Capital Holding (ALC) ...