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Showing 431 - 440 of 758 results for "Family Office"

Fidelity launches one-stop-shop platform

KARREN VERGARA  |  TUESDAY, 17 NOV 2020
Fidelity Investments has launched a one-stop-shop wealth management platform that helps investment advisers streamline the advice and portfolio construction process. Fidelity Managed Account Xchange (FMAX), which launched on November 16 in the US, allows ...

Pengana launches new Israel equities fund

KANIKA SOOD  |  WEDNESDAY, 11 NOV 2020
Pengana Capital is partnering with an Israeli fund manager to launch a new tech-focused fund that invests in 30 stocks for local wholesale investors. The Pengana Alpha Israel Fund is managed by Alpha LTI, an equities boutique founded in 2005 that currently ...

Channel Capital in management buyout

KANIKA SOOD  |  TUESDAY, 10 NOV 2020
... entity services to a select group of investment management companies and their clients across the institutional, family office, high net worth and advisor-led investor space in Australia and New Zealand. Channel's subsidiary, Channel Investment Management ...

New York hedge fund invests in Thorney LIC

KANIKA SOOD  |  TUESDAY, 10 NOV 2020
... global consumer and technology. It launched in 2010, with backing from Tiger Management which is the hedge fund and family office of US billionaire Julian Robertson. Woodson is a cornerstone investor in the fund and will have a substantial shareholding. ...

EQT names chair, compliance member

ANNABELLE DICKSON  |  FRIDAY, 30 OCT 2020
... year and is a non-executive director of the Reserve Bank of Australia, Qualitas Property Partners and the Schwartz family office, Trawalla Group. Equity Trustees deputy chair Jim Minto thanked Kennett and Williams for their service to the company and ...

Pendal appoints head of institutional

KANIKA SOOD  |  FRIDAY, 23 OCT 2020
... head of family offices Rob Saunders left for Regal as well, joining as the boutique's head of wholesale and family office, including the private banks.

Sydney boutique sharpens focus on HNWs

KANIKA SOOD  |  FRIDAY, 9 OCT 2020
... institutional investors," said EG associate director Rodney Walt, who leads the private wealth division. Walt said for the family office channel, EG will specifically look for assets with long-term leases. In January, it bought a $20 million industrial ...

New boutique strikes partnership

KANIKA SOOD  |  THURSDAY, 1 OCT 2020
A boutique set up by a former Ellerston Capital investment analyst is teaming up with Sydney's LSL Partners under a revenue share arrangement. Coterie Capital was formed by Daniel Pi, who worked on Ellerston's investment team. It is starting with an ...

Former Christian Super investments chief in new role

ELIZABETH MCARTHUR  |  MONDAY, 28 SEP 2020
Former Christian Super chief investment officer Tim Macready has stepped into a new role. He has joined the investment committee of Paua Wealth Management, a boutique wealth advisory firm. Macready has been recognised as an industry leader in impact ...

Bermuda-based fund launches down under

ALLY SELBY  |  WEDNESDAY, 23 SEP 2020
A boutique manager has launched its Bermuda-based fund to the Australian market, with underlying assets in US life insurance policies. The Life Settlements Fund is projected to return 8-12% per annum according to its manager Laureola Advisors, with ...