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Showing 341 - 350 of 2155 results for "Boutique"

Industry associations slam last resort scheme

KARREN VERGARA  |  FRIDAY, 13 AUG 2021
... Accountants, SMSF Association, Association of Financial Advisers, Stockbrokers and Financial Advisers Association, and the Boutique Financial Planning Principals Association are pushing the federal government to make structural changes to the scheme. ...

Perpetual ups acquisition liability

KARREN VERGARA  |  FRIDAY, 13 AUG 2021
... under management, which grew by 3.1% year on year to the end of June. Yesterday, the group announced that it acquired boutique financial advice firm Jacaranda Financial Planning for an undisclosed amount.

Perpetual acquires advice firm

KARREN VERGARA  |  THURSDAY, 12 AUG 2021
Perpetual Private has acquired a boutique financial advice firm with over 1000 clients and $915 million of assets. Established in 2015, Jacaranda Financial Planning caters to the high-net-worth market with a team of nine advisers based in Sydney and ...

Pinnacle NPAT doubles in FY21

KANIKA SOOD  |  FRIDAY, 6 AUG 2021
... reported a 108% increase in net profit after tax to $67 million in FY21, after strong inflows and good performance. Its boutique partners' total FUM at June end was $89.4 billion, up 52% from FY20. The FUM has grown at a compounded annual growth rate ...

Bennelong launches emerging markets strategy

KARREN VERGARA  |  THURSDAY, 5 AUG 2021
... and North America. This fund launch enables the Australian financial adviser market to gain access to this high-quality boutique investment team." Bennelong's UK arm BennBridge set up Skerryvore in October 2019 in partnership with Finegan. He is the ...

Evalesco acquires boutique firm

ANNABELLE DICKSON  |  THURSDAY, 5 AUG 2021
Evalesco Financial Services recently finalised the acquisition of former Association of Financial Advisers national president Marc Bineham's advice firm. Evalesco, led by Marshall Brentnall, Jeff Thurecht and Jules Knox, has taken on Noall & Co's ...

Redpoint launches equity income fund

KARREN VERGARA  |  WEDNESDAY, 4 AUG 2021
Boutique Redpoint Investment Management has launched a fund targeting strong dividend-paying Australian companies. The Redpoint Australian Equity Income Fund aims to outperform the S&P/ASX 200 Accumulation Index (Total Return) over a three to five-year ...

Milford adds to team

KANIKA SOOD  |  FRIDAY, 30 JUL 2021
The $13 billion Trans-Tasman boutique had added two to its Australian distribution team, hiring from Macquarie and Bennelong Funds Management. Matt Bills has joined as Milford Asset Management as the regional manager for Victoria, South Australia and ...

Channel Capital appoints distribution director

KANIKA SOOD  |  THURSDAY, 29 JUL 2021
The Sydney multi-boutique has appointed a Queensland-based distribution director, hiring from GSFM. Sam Mirls will be responsible for managing and building relationships with advisers, family office and wholesale clients across Queensland. Mirls joins ...

FYG launches advice delivery platform

KARREN VERGARA  |  WEDNESDAY, 28 JUL 2021
Boutique financial advice group FYG Planners has rolled out a new platform to improve the advice delivery process and increase client engagement. FYG Planners partnered with LivePreso to launch WealthEye, an advice delivery portal. LivePreso's platform ...