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Showing 291 - 300 of 2155 results for "Boutique"

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 ...

ASIC cancels AFSL of Future Asset Management

ELIZABETH MCARTHUR  |  FRIDAY, 12 NOV 2021
... held an AFSL since 2012. Headquartered on the Gold Coast in Queensland, the firm described itself as a privately owned boutique Australian fund manager which managed specialist investment funds. It offered responsible entity and marketing services to ...

Longwave hires portfolio manager from IFM

KARREN VERGARA  |  THURSDAY, 4 NOV 2021
... who was most recently an investment director at IFM Investors. Melinda White joins the Pinnacle Investment Management boutique, bringing 20 years' experience across domestic and global markets. For more than three years, she served as an investment ...

SG Hiscock rejigs fund

ANNABELLE DICKSON  |  THURSDAY, 4 NOV 2021
... safety, and appropriate diversification through company lifecycle stage and sector." The latest development comes after the boutique fund manager launched the SG Hiscock Medical Technology Fund, which aims to provide long-term capital growth via a portfolio ...

Daintree Capital lists active hybrid ETF

ANNABELLE DICKSON  |  THURSDAY, 4 NOV 2021
The boutique investment management firm listed a hybrid exchange traded fund (ETF) in a single unit structure on the ASX. The Daintree Hybrid Opportunities Fund, distributed by Perennial and eInvest, invests in a global portfolio of 25 to 125 hybrid ...

BNP Paribas scores new FX mandate

ELIZABETH MCARTHUR  |  FRIDAY, 29 OCT 2021
BNP Paribas has been appointed by a boutique manager to manage its FX execution in a range of developed market currencies. Northcape Capital tapped BNP Paribas for its portfolio of middle office clients, BNP Paribas has an existing portfolio administration ...