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Showing 441 - 450 of 2155 results for "Boutique"

Cashwerkz appoints chair for Fund Income

KANIKA SOOD  |  THURSDAY, 17 DEC 2020
... manager Chris Baylis, billionaire investor Alex Waislitz and ASX-listed cash platform Cashwerkz teamed up to launch a new boutique named Fortlake Asset Management. Fortlake k icked off with four funds and a heavyweight lineup. Official go-live date was ...

Firetrail dips toes in global equities

KANIKA SOOD  |  THURSDAY, 10 DEC 2020
... gathering over $5 billion in its Aussie equities strategies in under three years, Financial Standard understands. The boutique was launched by Macquarie Investment Management's long/short team led by Patrick Hodgens in March 2018, and now has 16 investors ...

Wealth firm adds university investment chief

KANIKA SOOD  |  WEDNESDAY, 9 DEC 2020
... business achieve its growth aspirations, and our advisers look forward to working with him." Walker Lane is a Sydney-based boutique financial advisory and investment management firm.

BNY Mellon names country head

KARREN VERGARA  |  TUESDAY, 8 DEC 2020
BNY Mellon Investment Management has appointed a new lead for its Australian business. Former chief executive of boutique asset manager Glennon Capital, Paul Bolinowsky, is the new country head for Australia. Bolinowsky will be responsible for the strategic ...

WA Super trio launches boutique

KANIKA SOOD  |  MONDAY, 7 DEC 2020
WA Super's former chief investment officer Chris West and two others have launched a new investment consultancy, following the completion of its merger with Aware Super. Context Capital will provide investment advice to advice businesses, wealth ...

Best managed funds, ETFs named

STAFF WRITER  |  FRIDAY, 4 DEC 2020
... followed by UBS Property Securities and Ironbark Paladin Property Securities Fund. Best Australian shares fund was Pinnacle boutique Hyperion's Australian Growth Companies Fund (18.64% for the year and 12.52% p.a. over five years), followed by Alliance ...

Shadforth executive moves to Akambo

ELIZABETH MCARTHUR  |  FRIDAY, 4 DEC 2020
The former head of advice for Shadforth has moved to Akambo Financial Group, a boutique dealer group with big growth plans. Rob Petrie has joined Akambo as head of private wealth. Previously, Akambo director and chief operating officer Joe Akiki was ...

US wealth manager acquires three Aussie firms

ELIZABETH MCARTHUR  |  THURSDAY, 3 DEC 2020
NASDAQ listed Focus Financial Partners has created a new network of boutique financial advice firms and acquired three Australian businesses. Focus launched Connectus on December 1 in the US, and now the first Australian advice firms to join the boutique ...

Coolabah to manage Contango fund

KANIKA SOOD  |  WEDNESDAY, 2 DEC 2020
... self-directed markets. Late last year Pinnacle Investment Management bought a 25% stake in Coolabah. This valued the boutique over $116 million. The stake changed hands from the Bennet family's private investment business AMB Capital Partners to ...

Pinnacle executive director steps back

KANIKA SOOD  |  WEDNESDAY, 2 DEC 2020
... firm said in ASX filings. He will continue to be a director of PNI, its two wholly-owned subsidiaries and the partnered boutique's boards on which he currently sits. In the transition, he will no longer be eligible for incentive plans, and will take ...