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Showing 411 - 420 of 2188 results for "Boutique"

Cashwerkz takes stake in boutique, plans rebrand

KANIKA SOOD  |  THURSDAY, 10 JUN 2021
ASX-listed Cashwerkz will pay $3 million in cash plus performance rights to buy a 25% stake in a boutique, as it also looks to rename the entire group. Tactical Global Management has been running since 1997 and provides tailored overlay solutions for ...

Boutique hires from Allan Gray

KANIKA SOOD  |  THURSDAY, 10 JUN 2021
A Melbourne credit boutique has hired Allan Gray's head of retail strategy, as it looks to fill capacity and launch new strategies. Alexander Funds Management appointed Chris Inifer as its head of distribution in a newly created role. Inifer is tasked ...

Metrics adds three investment directors

KANIKA SOOD  |  WEDNESDAY, 9 JUN 2021
Private debt boutique Metrics Credit Partners has added three to its investment team, after acquiring a slice of Investec's Australian assets in March. Mathew Fulton, Marc Hurwitz and are joining Metrics as investment directors. Both are former members ...

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 ...