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Showing 381 - 390 of 2188 results for "Boutique"

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 ...

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 ...