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Showing 31 - 40 of 40 results for %22Philo Capital Advisers%22

Peters MacGregor Global Fund added to netwealth platform

MARK SMITH  |  FRIDAY, 29 NOV 2013
... that specializes in building concentrated, and benchmark unaware, global equity portfolios, employing a deep value and capital preservation philosophy. It is marketed in Australia by Winston Capital. "The time is right to increase the access to this ...

PM Capital Absolute Performance fund recommended by Zenith

MARK SMITH  |  TUESDAY, 17 SEP 2013

MDAs key to proving value of advice

JAMES FERNYHOUGH  |  FRIDAY, 30 AUG 2013
... to their service offerings in the post-FoFA world, according to Brett Sanders, joint chief executive of Philo Capital Advisers. Sanders said that the bad rap advisers have received of late has led many investors to dispense with advice altogether and ...

Ex Genesys CEO joins boutique board

JAMES FERNYHOUGH  |  FRIDAY, 26 JUL 2013
... financial services, including a period as chief executive of Genesys Wealth Advisers and the platform business Synergy Capital Management. Implemented Portfolios managing director Santi Burridge said, "We welcome Greg's wealth of industry experience ...

Stammer joins Centric Wealth investment committee

ALEX DUNNIN  |  THURSDAY, 26 JUL 2012
... construction committee. Dr Stammer's involvement with Centric Wealth will include working with the principals of Philo Capital Advisers, where he works as a non-executive expert, to develop integrated active investment models that are implemented via ...

Avenue joins Lonsdale

ALEX DUNNIN  |  MONDAY, 2 JUL 2012
Adviser group Avenue Capital Management will join IOOF's Lonsdale Financial group, cementing the conglomerate's place well inside the industry's top 10. The agreement to join Lonsdale adds 30 adviser to their stable, bringing their combined numbers ...

Paragem secures new planning licensee

MATT WOODINGTON  |  MONDAY, 20 JUN 2011
... at a time of industry confusion with volume bonuses," said Knox. PWK Private Wealth Advisers, previously known as Byron Capital Brisbane, has three principals, Clem Piscitelli, David Wilcock and Peter Keogh. "The desire to focus on advice and partner ...

Astarra reaches $1 billion milestone

COMPANY RELEASE  |  FRIDAY, 18 SEP 2009
... outsource the investment management for their clients. The Astarra Group consists of Astarra Asset Management, Astarra Capital Limited and ASI Administration.

Praemium integrates market data streaming

ALEX DUNNIN  |  TUESDAY, 22 MAY 2007
... label the application for their own customers. The Praemium Desktop system will deliver real time portfolio valuation and capital gains tax calculations, said Arthur Naoumidis, managing director of Praemium. "Using the latest in web technology we have ...

JANA to manage $465 million transition for ASG

HAMISH MADDEN  |  MONDAY, 24 JUL 2006
... "We believe adopting a moderate risk fund profile using a balance of income and growth assets designed to achieve steady capital growth over the medium term will potentially produce the results we are seeking and continue to achieve worthwhile educational ...
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