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Showing 21 - 30 of 59 results for "Baillieu"

Former Bennelong chair joins Copia

KANIKA SOOD  |  THURSDAY, 15 MAR 2018
... well placed and resourced to partner strategically with existing and new investment managers," Copia chief executive Sam Baillieu said. Copia's newest fund Vertium Asset Management is attracting significant retail and institutional interest following ...

Retirement income fund launches

JAMIE WILLIAMSON  |  MONDAY, 24 JUL 2017
... reduce this risk and form a key part of a balanced retirement portfolio. Copia Investment Partners chief executive Sam Baillieu said the company is delighted to have partnered with Teh and his team. "Jason's track record speaks for itself, but it is ...

Micro-cap fund recommended on debut

JAMIE WILLIAMSON  |  THURSDAY, 20 APR 2017
... opportunities and real long-term capital growth potential." Chief executive of parent company Copia Investment Partners, Sam Baillieu, added: "This is obviously a pleasing result for OC and one that recognises the team's efforts as dedicated smaller ...

Rothschild snaps up former Goldman Sachs exec

JAMIE WILLIAMSON  |  TUESDAY, 7 FEB 2017
... Sachs he served as an executive vice president of Ord-Minnett in New York. Co-heads of Rothschild Australia, Marshall Baillieu and Gareth Cope, welcomed Acton's appointment in a joint statement. "The close relationships with institutional investors which ...

Top 10 investment stories in 2016

STAFF WRITER  |  THURSDAY, 22 DEC 2016
... mandate. Ralton Asset Management was chosen to manage a concentrated portfolio of large cap Australian equities. Sam Baillieu, chief executive of Ralton's distribution partner, Copia Investment Partners, said: "For Ralton, the mandate validates the strength ...

New board members, partnership for BondAdviser

KERRIE SYDEE  |  THURSDAY, 1 SEP 2016
... looking forward to benefiting from this as we continue growing our client base." BondAdviser has also partnered with Baillieu Holst to provide its adviser networks with direct access to bond research and active investment recommendations. Launched in ...

IOOF awards Australian large cap mandate

MARK SMITH  |  THURSDAY, 19 MAY 2016
... mandate. Ralton Asset Management has been chosen to manage a concentrated portfolio of large cap Australian equities. Sam Baillieu, chief executive of Ralton's distribution partner, Copia Investment Partners, said: "For Ralton, the mandate validates ...

Copia expands distribution team with Magellan hire

ALEX BURKE  |  FRIDAY, 22 APR 2016
... managers: OC, Ralton, Imperia and Odey," Copia general manager, distribution John Clothier said. Copia chief executive Sam Baillieu added: "Copia continues to expand in the Australian retail market thanks to the efforts of our distribution team. Bolstering ...

Copia appoints state manager from CFS

ALEX BURKE  |  THURSDAY, 11 FEB 2016
... that of state manager, Southern region, Adam Tweedale, and account manager, Sean Paul McGoldrick." Chief executive Sam Baillieu added, "Copia has experienced exceptional growth in the last two years, with the group now managing over $1 billion in funds ...

GBST extends $8bn IFA partnership

ALEX BURKE  |  MONDAY, 8 FEB 2016
GBST has extended its managed services agreement with an $8 billion independent financial advice firm. As a result, Baillieu Holst will continue using GBST's Shares equities settlement platform and Front Office service for its over 50,000 advice and ...