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Showing 471 - 480 of 2188 results for "Boutique"

Advice firm merges with boutique

ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
A national advice firm has merged with a Victoria-based firm as part of a growth push. Apt Wealth Partners has announced it has merged with Unified Financial Services, led by Michelle Tate-Lovery, as part of its growth strategy. Apt Wealth Partners ...

Sayers hires tech experts, launches new unit

KARREN VERGARA  |  FRIDAY, 18 DEC 2020
The investment advisory boutique has made several key appointments in a bid to ramp up its technology and platforms business. Amberjit Endow will lead Sayers' new business, which is launching in early 2021. He joined from Deloitte where he was a ...

Mantis to take over Copper Rock fund

KANIKA SOOD  |  FRIDAY, 18 DEC 2020
The new multi-boutique is expected to take over management of a $35 million global equities fund previously managed by Copper Rock. Mantis Funds Management is a nine-month-old business founded by head of research for Morphic Asset Management Timothy ...

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 ...