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Showing 351 - 360 of 2155 results for "Boutique"

Advice firm acquires investment consultant

KARREN VERGARA  |  MONDAY, 26 JUL 2021
A Melbourne-based financial advice firm has acquired a boutique investment consultant for an undisclosed amount. Wattle Partners has acquired Atchison Consultants after several years of looking for the right partner to help it expand. The consultancy ...

New head of ESG at boutique

ELIZABETH MCARTHUR  |  MONDAY, 26 JUL 2021
A boutique investment manager has hired a new head of ESG from BT. Emma Pringle has been appointed the head of ESG at Maple-Brown Abbott (MBA). Pringle had a 14-year long career at BT, most recently as head of customer governance and sustainability. ...

National practice manager joins Madison

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
... national practice manager. Jason Gapps joins Clime Investment Management's subsidiary after working as a representative of boutique Hunter Wealth, which was previously known as Hillross-Consilium. Prior to that, he worked for major institutions like ...

Alphinity launches new fund

ELIZABETH MCARTHUR  |  THURSDAY, 22 JUL 2021
Boutique fund manager Alphinity Investment Management has launched a new global sustainable strategy. The new Alphinity Global Sustainable Equity Fund retains the concentration and investment approach of the existing Alphinity Global Equity Fund, which ...

Boutique appoints chief executive

KANIKA SOOD  |  WEDNESDAY, 21 JUL 2021
H.R.L. Morrison & Co has appointed a new chief executive as the incumbent prepares to step down after 13 years. Marko Bogoievski will be replaced by the firm's head of Australia and New Zealand Paul Newfield, effective 1 January 2022. Newfield is also ...

New portfolio manager at Pengana

KARREN VERGARA  |  TUESDAY, 20 JUL 2021
A Pengana Capital global equities fund has appointed a new portfolio manager who previously established and led a boutique. Jeremy Bendeich is a new portfolio manager for Pengana's High Conviction Equities Fund. He works alongside James McDonald, who ...

Another cash ETF bites the dust

KANIKA SOOD  |  MONDAY, 19 JUL 2021
... fixed income instruments. It was managed by Daintree Capital, which uses Perennial Investment Management as its multi-boutique partners and eInvest as the ETF issuer. Perennial is looking to delist ECAS by this Wednesday. "PIML considers it unlikely ...

ASI specialist joins boutique

ANNABELLE DICKSON  |  THURSDAY, 15 JUL 2021
Aberdeen Standard Investments' (ASI) senior investment specialist, cross-asset has jumped ship to a financial advice asset consultant. Nick Schoenmaker has joined Evidentia Group as a senior asset consultant. He spent over two years at ASI as the proxy ...

Super fund awards first ESG mandate

JAMIE WILLIAMSON  |  WEDNESDAY, 14 JUL 2021
A $3.4 billion industry super fund handed its first ESG mandate to an Edinburgh-based fixed income boutique. First Super has selected Cameron Hume to manage $125 million via its Global Fixed Income ESG Fund, comprising investments in sovereigns, corporates ...

Plato wins $3.9bn mandate

KANIKA SOOD  |  WEDNESDAY, 14 JUL 2021
... billion to Plato Investment Management. Colonial First State FirstChoice Lifestage made the allocation to the Sydney boutique in March, with the amount totalling $3.9 billion at June end. Plato replaced First Sentier's RealIndex for the mandate, which ...