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Showing 651 - 660 of 2157 results for "Boutique"

Firetrail fund gets Morningstar rating

KANIKA SOOD  |  THURSDAY, 24 OCT 2019
... Australian stocks and is managed by former Macquarie high conviction team led by Patrick Hodgens who set up their own boutique under Pinnacle's banner. It returned only 0.69% in the year to September end. By comparison, the benchmark S&P/ASX 200 ...

Whistleblower calls out approved product lies

ELIZA BAVIN  |  WEDNESDAY, 23 OCT 2019
... concerns" about the advice industry's structure. "One of the most notable observations is that ClearView and most boutique AFSLs encourage their advisers to choose the most appropriate life insurance solution, based on a client's circumstances ...

GSFM scoops up MLC's stake in Redpoint

ELIZA BAVIN  |  FRIDAY, 18 OCT 2019
GSFM said it has completed the acquisition of MLC Asset Management's 49% stake in boutique quantitative equities specialist Redpoint Investment Management. The deal will see the two firms managing over $17 billion, with Redpoint continuing to control ...

CountPlus firm acquires advice boutique

HARRISON WORLEY  |  THURSDAY, 17 OCT 2019
A member of the CountPlus network has acquired a boutique financial planning practice. Kidmans Partners has acquired Latitude Advisory Services in a move designed to broaden its offering. Latitude managing principal Rod Geilman is set to become a principal ...

Fund Manager of the Year revealed

JAMIE WILLIAMSON  |  MONDAY, 14 OCT 2019
The Fund Manager of the Year has been named at the eighth annual Zenith Fund Awards, with the winner also taking out top honours for infrastructure and international equities excellence. Magellan Asset Management took home the Fund Manager of the Year ...

Code monitoring move disappoints industry

ELIZABETH MCARTHUR  |  MONDAY, 14 OCT 2019
... legislatively required code monitoring body. Code Monitoring Australia was established by the AFA and FPA in conjunction with the Boutique Financial Planners, the Financial Services Institute of Australasia, the Self-Managed Super Fund Association and ...

Challenger hires head of insto partnerships

KANIKA SOOD  |  FRIDAY, 11 OCT 2019
... announced his intention to retire from the role in June. The job went to Nick Hamilton, who has led Challenger's multi-boutique business Fidante Partners since 2016 as its general manager. Challenger is yet to announce a replacement general manager ...

mFunds crack $1 billion, PIMCO dominates

KANIKA SOOD  |  FRIDAY, 11 OCT 2019
... September were PIMCO's income wholesale class (PMFO8), PIMCO's global bond fund wholesale class (PMFO3), Melbourne boutique SG Hiscock's ICE fund (SHF02) and Bennelong's ex-20 Aussie equities fund (BAE03). In August, mFunds total assets ...

IOOF divests Perennial Value

ELIZABETH MCARTHUR  |  FRIDAY, 11 OCT 2019
... wrap accounts. Perennial executive director Anthony Patterson said the transaction will reposition Perennial as a multi-boutique and explained that the company has been focussed on building niche capabilities in recent years. "A major focus of this fund ...

Boutique hires from Ellerston Capital

KANIKA SOOD  |  WEDNESDAY, 9 OCT 2019
A Melbourne global equities boutique has added to its team with a hire from Ellerston Capital, as it confirms its partnership with Channel Capital. Bell Asset Management has just appointed Melissa Ridley as an institutional client manager. She was most ...