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Showing 41 - 50 of 2155 results for "Boutique"

Prime Super recruits product veteran

ELIZABETH FRY  |  THURSDAY, 2 OCT 2025
... implementation of legislative changes across the business. She was head of planning at Finance Connect responsible for growing the boutique practice's services from home loans to comprehensive financial planning solutions. Following a three year ...

Managed portfolios now the default: AMP

ANGELIQUE MINAS  |  THURSDAY, 2 OCT 2025
... stronger governance and compliance, less implementation risk, and more efficient client management. The report shows that boutique advisory groups are gaining traction, growing at twice the market average rate. This is particularly evident with agencies ...

FAAA award finalists named

STAFF WRITER  |  WEDNESDAY, 24 SEP 2025
... Prominent Financial Services. The coveted FAAA Professional Practice of the Year Award will go to one of three practices: Boutique Advisers, Oxlade Financial, or WARR HUNT. Evalesco Financial Services' Melody Edwards, Lume Wealth's Morgan Hayward, and ...

Munro Partners adds institutional sales lead in Canada

JAMIE WILLIAMSON  |  TUESDAY, 23 SEP 2025
... and ensure more clients can benefit from our longstanding investment track record," Karuna said. "As a highly aligned boutique investment manager, we are well positioned to serve the evolving needs of Canadian institutions, with Brad playing a pivotal ...

New J O Hambro chief appointed amid Perpetual refresh

RIDDHIMA TALWANI  |  WEDNESDAY, 10 SEP 2025
... The appointment, subject to regulatory approval, is a part of Perpetual's refreshed strategy to drive growth in the boutique funds management firm. The leadership overhaul comes as Perpetual continues to work on its long-awaited sale of its $21.5 ...

Advisers favour third-party support in product selection

MATTHEW WAI  |  MONDAY, 8 SEP 2025
... client-facing adviser tend to favour support mostly on super products, which is significantly higher than their peers in boutique and larger firms. Additionally, ETF usage continues to climb across both index and active categories, the study showed ...

Perpetual flags 'uncertainty' over wealth management sale

ELIZA BAVIN  |  THURSDAY, 28 AUG 2025
... impairments of goodwill and customer contracts of $134.6 million primarily related to the J O Hambro asset management boutique, as well as costs associated with the terminated KKR transaction. "Following the decision to terminate the agreement for a ...

Perennial Partners takes stake in boutique fund manager

MATTHEW WAI  |  THURSDAY, 28 AUG 2025
... Unity in 2024 and the Melior Australian Impact Fund earlier this year. Ziller is also the latest to join Perennial's boutique lineup alongside Daintree Capital and Fairlight Asset Management. Commenting, Perennial Partners executive chair Anthony ...

Montgomery to distribute digital assets fund

JAMIE WILLIAMSON  |  WEDNESDAY, 27 AUG 2025
... Asset Funds Management (DAFM) to distribute the latter's fund to wholesale investors. DAFM is a Sydney-based investment boutique and runs the Digital Income Fund. The strategy offers two investment classes: the Digital Income Class, which is a market-neutral ...

Pacific Current FUM, earnings lower in FY25

KARREN VERGARA  |  TUESDAY, 26 AUG 2025
The exit of two boutiques has dented Pacific Current Group's (PAC) funds under management (FUM) by 29%, while another affiliate dragged the 2025 financial year with a $22.1 million impairment. Exits in Banner Oak Capital Partners and Carlisle Management ...