Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 521 - 530 of 2155 results for "Boutique"

Zenith names new general manager

ALLY SELBY  |  FRIDAY, 31 JUL 2020
... integrated businesses would be able to deliver greater insights and services to the firm's superannuation, advice, pension and boutique clients. "We remain focused on delivering relevant insights and tools that assist our clients improve outcomes for ...

Sydney boutique expands team

KANIKA SOOD  |  THURSDAY, 30 JUL 2020
A global equities boutique started by Evans & Partners' former head of international equities has added two members to its investment team. Aoris Investment Management was established by Stephen Arnold in 2017. It runs a concentrated portfolio of ...

Garry Laurence to depart Perpetual

KANIKA SOOD  |  TUESDAY, 28 JUL 2020
... and is understood to be looking at other opportunities within funds management, including potentially starting a new boutique. Under Laurence, Perpetual Global Share Fund (Class A) returned 9.77% p.a. since the 2014 appointment compared to index's 11.85%. ...

Sydney boutique winds up fund

KANIKA SOOD  |  TUESDAY, 28 JUL 2020
... Investment Management has wound up its industrials fund but will continue to offer it as the much-bigger model portfolio. The boutique decided to shutter its industrials fund (and equivalent mFund), saying it has not been able to grow the funds under ...

Boutique appoints chief operating officer

KANIKA SOOD  |  MONDAY, 27 JUL 2020
A Melbourne boutique has hired a new chief operating officer, who has previously worked in similar roles at Perennial and Prodigy. Lewis Bearman is joining Blue Orbit Asset Management in the newly-created role effective August 4. Bearman was most recently ...

Giselle Roux joins Melbourne boutique

KANIKA SOOD  |  FRIDAY, 24 JUL 2020
The former chief investment officer of Escala Partners and JBWere has joined a Melbourne boutique in an investment advisory role. Roux left Escala in August 2019 after six years with the firm, following US-based Focus Financial Partners taking a stake ...

Mainstream funds under custody up 79%

ALLY SELBY  |  TUESDAY, 21 JUL 2020
Funds administration services provider Mainstream Group Holdings saw its funds under custody increase 79% during the June quarter, with net funds increasing by 36 compared to March 2020. Over the past 12 months, its funds under administration (FuA) ...

Iress wins mandate

KANIKA SOOD  |  MONDAY, 20 JUL 2020
A Sydney boutique has picked Iress's portfolio system for its high-conviction Australian equities funds. Quest Asset Partners has been using Iress's trading and market data software since the firm's inception in 2004. It will now also use Iress's portfolio ...

Specialist platforms prosper in June quarter

ALLY SELBY  |  MONDAY, 20 JUL 2020
... 34 new licensees to the platform during the quarter, including financial advice firm Count, a large national broker, boutique licensees and self-licensed advisers. "Net inflows were at record levels for a June quarter with momentum building following ...

Multi-boutique adds to US team

KANIKA SOOD  |  MONDAY, 13 JUL 2020
A local multi-boutique has appointed a managing director for Americas, in a newly-created role focussed on expanding its distribution in the region. Jeff Chapman - owned Bennelong Funds Management has appointed Daniel Allen as the managing director ...