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Showing 381 - 390 of 2155 results for "Boutique"

Count Financial adds two practices

KARREN VERGARA  |  WEDNESDAY, 9 JUN 2021
... Adelaide to Count Financial. Adelaide Private Wealth, led by directors Hamish Zerbe, Ben Newbold and Mark Humpries, is a boutique financial advisory firm. It previously operated under AMP's Charter Financial Planning. DMCA Advisory, which used to be ...

Plenary enters funds management, nabs AMP Capital executive

ANNABELLE DICKSON  |  MONDAY, 7 JUN 2021
... previously worked at Ord Minnett and Henderson Global Investors. In her new role, Mizzi will establish and grow Plenary's boutique funds management business while complementing its current infrastructure investment and management activities. Plenary ...

Boutique manager names head of distribution

KARREN VERGARA  |  WEDNESDAY, 2 JUN 2021
A boutique global equities fund manager has hired a distribution lead, formerly of Meritum Financial Group. Gold Coast-based fund manager Swell Asset Management appointed Stephen Poole as head of distribution. Poole was the general manager of NAB's ...

Advisers jump onto paraplanning platform

KARREN VERGARA  |  WEDNESDAY, 2 JUN 2021
... remunerated, Drago said. Drago is an experienced paraplanner, having previously worked at AMP, ANZ and AXA, as well as boutique firms, across roles that covered advice solutions, documentation, technology integration and customer service. She launched ...

CountPlus acquires tech solution

ELIZABETH MCARTHUR  |  MONDAY, 31 MAY 2021
... paraplanning and administration service. The listed dealer group has acquired the majority stake in Wealth Axis, which is a boutique provider of paraplanning, technology and administration support services to financial planning firms. CountPlus said ...

Rest hires from AustralianSuper, Hostplus

KANIKA SOOD  |  FRIDAY, 28 MAY 2021
... Hostplus where she was the Victoria state manager. She has 20 years of experience and has worked with Virgin Money and boutique wealth firms. Lastly, Bart Healy has been promoted from a Queensland-based senior relationship manager to the northern regional ...

Australian Unity to acquire aged care facility provider

KARREN VERGARA  |  WEDNESDAY, 19 MAY 2021
Australian Unity flagged it will purchase a provider of boutique retirement villages with operations in Queensland and New South Wales for $65 million. The ASX-listed company announced today that it intends to accelerate the expansion of its retirement ...

Boutique hires from Deloitte

ANNABELLE DICKSON  |  TUESDAY, 18 MAY 2021
Boutique managed accounts provider Watershed Funds Management has appointed an equity analyst from Deloitte. Graeme Miller was a senior consultant in Deloitte's investment wealth and advisory practice. He was previously an analyst at Victor Smorgon ...

Boutique firm expands team

ANNABELLE DICKSON  |  TUESDAY, 18 MAY 2021
MGD Wealth has appointed several advisers to its Brisbane office following the firm's growth over the last year. Lee Chan, Julian King and Julian de Blonk have all joined as senior client advisers. Chan is the former principal of LJ Partners which MGD ...

New Martin Gilbert vehicle strikes first deal

JAMIE WILLIAMSON  |  MONDAY, 17 MAY 2021
AssetCo, the new investment vehicle for the former co-chief executive of Aberdeen Standard, has made its first acquisition under its new business strategy. Martin Gilbert bought into AssetCo in January this year and joined as chair, alongside fellow ...