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Showing 501 - 510 of 2158 results for "Boutique"

Funds services firm expands offerings

KARREN VERGARA  |  TUESDAY, 8 SEP 2020
A boutique administration services firm is expanding its back-office offering to include trustee, custody and escrow services. Intertrust Group has secured an AFSL that will enable it to provide additional fund services to asset managers, institutional ...

First Super executive departs

ALLY SELBY  |  MONDAY, 7 SEP 2020
... Exchange Group and Grainco. He is also a director of JAW Communications, where he has worked for over nine years. JAW is a boutique communications consulting firm based in Melbourne.

Trawalla Capital appoints head of distribution

KANIKA SOOD  |  FRIDAY, 4 SEP 2020
... head of institutional distribution. Jonathan Goll will lead the local distribution for Trawalla-backed Asian equities boutique Stonehorn Capital Partners, which was set up by former Macquarie investors. Stonehorn currently manages about $300 million ...

Former Crestone CIO starts new boutique

KANIKA SOOD  |  WEDNESDAY, 2 SEP 2020
A former chief investment officer of Crestone Wealth Management has started a new Sydney boutique that invests in equities, with plans to expand into other asset classes. David Sokulsky left Crestone in late 2017 to move to LIC Concentrated Leaders ...

ANZ advisers launch advice boutique

KANIKA SOOD  |  WEDNESDAY, 2 SEP 2020
Four former staff of ANZ's financial planning business have started a new advice firm in Melbourne. Park Lane Advice Group in Melbourne's Cheltenham suburb is licensed via IOOF-owned Millennium 3 Financial Services. It was founded by Evguenia Rutkowski ...

Sydney boutique wins $300m QIC mandate

KANIKA SOOD  |  TUESDAY, 1 SEP 2020
A Sydney boutique co-founded by three former Challenger investors has won a $300 million mandate from QIC to co-invest in local private debt. Revolution Asset Management will originate and manage Australia and New Zealand private debt from QIC via the ...

VGI Partners profits tumble

KANIKA SOOD  |  TUESDAY, 25 AUG 2020
The Sydney boutique posted a 59% drop in its profits in the six months to June 30 compared to the previous corresponding period. VGI Partners this morning reported statutory net profit after tax of $3.6 million for the six months ending June 30, compared ...

Melbourne boutique wins Crestone allocation

KANIKA SOOD  |  TUESDAY, 25 AUG 2020
Crestone Wealth Management has allocated to a Melbourne boutique's real assets fund that targets 7-11% per year in returns while aiming for a measurable social impact. The HNW advice firm will use Conscious Investment Management's impact fund, which ...

Clients value advice during pandemic

KARREN VERGARA  |  TUESDAY, 25 AUG 2020
... growing cohort of self-licensed planners. Almost a third of advisers currently hold their own AFSL or operating in a boutique AFSL, showing a two-fold increase since 2016. "More planners are heading down the self-licensing route, whether by choice or ...

Pengana sales manager lands distribution gig

ALLY SELBY  |  THURSDAY, 20 AUG 2020
... and wealth has found his feet after moving to sunny Queensland, landing a new role as the head of distribution at two boutique funds management companies. Alex Keen has nabbed the role at Eight Investment Partners, and has also been appointed as the ...