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Showing 521 - 530 of 2188 results for "Boutique"

Zurich distribution chief joins boutique

JAMIE WILLIAMSON  |  FRIDAY, 18 SEP 2020
Zurich's chief distribution officer, life and investments is set to depart, taking on a new role with a boutique fund manager from December. The executive overseeing its group insurance proposition is also set to depart as the insurer restructures ...

CountPlus firm makes acquisition

KARREN VERGARA  |  THURSDAY, 17 SEP 2020
A CountPlus member firm has acquired the accounting revenues of a boutique advice firm. ASX-listed CountPlus's subsidiary AdviceCo will pay $400,000 for accounting revenues of Arch Capital, a boutique wealth advisory firm offering SMSF, tax, accounting ...

Watermark sheds market neutral fund

KANIKA SOOD  |  THURSDAY, 17 SEP 2020
The Sydney boutique is handing over its $36 million market neutral fund to another manager, as it looks to focus on its long/short strategies. The Watermark Market Neutral Trust, which has been running for eight years, will transition to Dalton Street ...

Global equities manager hires GM

KARREN VERGARA  |  WEDNESDAY, 16 SEP 2020
A boutique fund manager has hired a former Bank of America executive to help expand its global equities offering. Rhys Cahill joins Talaria Capital on November 16 as general manager of business after spending more than 15 years at Bank of America Merrill ...

Melbourne boutique raising $70m for new fund

KANIKA SOOD  |  TUESDAY, 15 SEP 2020
An impact investing boutique owned by a family office and led by a former JBWere executive is raising $70 million for a new fund. Impact Investment Group's latest fund, the Impact Alternatives Fund, is targeting 6% to 10% per year in returns (before ...

Boutique launches Aussie equities fund

KANIKA SOOD  |  TUESDAY, 15 SEP 2020
A Brisbane Aussie equities boutique has launched an income-focussed strategy as an unlisted managed trust, after running it as a separately managed portfolio for 13 years. DNR Capital's Australian Equities Fund is managed by DNR's chief investment ...

Super fund tops up Tribeca mandate

KANIKA SOOD  |  FRIDAY, 11 SEP 2020
... start to last year, as returns stalled and Liu's long-standing co-portfolio manager Sean Fenton left to start a new boutique, called Sage Capital. Fenton's April 2019 departure cost the fund two team members (Peter Moore and James Delaney, who ...

360 Capital succeeds in LIC raid

KANIKA SOOD  |  THURSDAY, 10 SEP 2020
... funds management business. In February, it bought equities manager Ralton (which previously sat under Melbourne multi-boutique Copia Investment Partners). It also wanted to list a credit fund, focused on invest in middle market private credit opportunities ...

New research head at Centrepoint Alliance

KANIKA SOOD  |  TUESDAY, 8 SEP 2020
... Alliance group executive of advice services and solutions Kate Anderson said. Prior to IOOF, he worked at Challenger's multi-boutique business Fidante Partners and at Morgan Stanley in its investment management division. Stojanovski moves into the role ...

Ardea IM announces research partnership

ALLY SELBY  |  TUESDAY, 8 SEP 2020
... also see Ardea provide industry mentorship to UTS students. Ardea chief executive and co-founder Stephen Clout said the boutique was thrilled to work with UTS on this project. "We believe this partnership will strengthen our offering to clients and enhance ...