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Showing 371 - 380 of 2188 results for "Boutique"

Pinnacle hires from Schroders

KANIKA SOOD  |  THURSDAY, 19 AUG 2021
... him. James is the fourth new hire we've made in the London office this year; testament to the growing interest in our boutique investment affiliates from EMEA investors," Cossey said of the appointment. The Sydney multi-boutique has pushed into overseas ...

New equities LIC heads for the ASX

KANIKA SOOD  |  MONDAY, 16 AUG 2021
A Sydney boutique is looking to raise $25 million for a listed investment company that will invest in local and global stocks. Lanyon Asset Management will run the offer from September 13 to September 24, priced at $5 per share to raise a total of $25 ...

CSLR unfairly locks out some victims: Maurice Blackburn

ELIZABETH MCARTHUR  |  MONDAY, 16 AUG 2021
... Accountants, SMSF Association, Association of Financial Advisers, Stockbrokers and Financial Advisers Association, and the Boutique Financial Planning Principals Association have also opposed the CSLR. The industry bodies say the scheme unfairly places ...

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 ...