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Showing 481 - 490 of 2188 results for "Boutique"

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 ...

New fund to invest in AI companies

KANIKA SOOD  |  TUESDAY, 1 DEC 2020
A Melbourne boutique has launched a thematic fund that invests in businesses delivering artificial intelligence (AI) solutions. NextGen Funds Management's AI Technology Fund will invest in debt or equity in AI businesses in startup to pre-IPO life stages. ...

Boutique to use Equity Trustees

KANIKA SOOD  |  MONDAY, 23 NOV 2020
Spire Capital will use Equity Trustees as the responsible entity for its master fund, moving away from doing it internally following investor demand. The change will come into effect on 18 February 2021. "This change is proposed as a result of key investor ...

Pinnacle boutique wins super fund mandate

KANIKA SOOD  |  MONDAY, 23 NOV 2020
An industry fund has awarded $170 million to an emerging markets strategy from Pinnacle's latest boutique partner. Aikya Investment Management will manage the amount in its global emerging markets strategy for legalsuper, which has been revising ...

AustralianSuper executive joins boutique

KARREN VERGARA  |  TUESDAY, 17 NOV 2020
A long-serving AustralianSuper executive has exited after 12 years with the super fund, joining a boutique real estate investment firm. Daniel Berger joins Delancey, a London-based real estate investment and advisory firm, as property and funds director. ...

Pinnacle boutique to shut fund

KANIKA SOOD  |  FRIDAY, 13 NOV 2020
... September end were -12.79% for the year, -6.14% p.a. over two years and -5.81% p.a. since inception. The three-year old boutique had $91 million in total assets at June end, down from its peak of $323 million the year before in a 63% decrease. By September ...

US manager eyes Australia

KANIKA SOOD  |  THURSDAY, 12 NOV 2020
... Schroders and Credit Suisse Asset Management in Australia. Giovas and Maragiannis are both board members at local equities boutique Selector Funds Management. Polen's global growth equities strategy has returned 16.49% p.a. in gross returns since inception ...

Pengana launches new Israel equities fund

KANIKA SOOD  |  WEDNESDAY, 11 NOV 2020
... 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 manages about $350 million. It is a long-only fund with typical holdings in mature small or ...