Search Results | Showing 51 - 60 of 81 results for %22Boutique Financial Planners%22 |
| | | Boutique fund manager Instreet has developed a new product that helps financial planners and their investors protect their Australian equity portfolios from market swings - without having to switch their equities allocation to cash. The product, Link ... |
| | | | ... previously run across income, macro and multi strategies will now be merged. That is, the cash and credit in the income boutique,the domestic bonds in the macro boutique and the global fixed income in the multi-strategy will all be under one roof, said ... |
| | | | ... portfolios from market swings while, at the same time, remaining 'in the game'. George Lucas, founding managing director of boutique structured products specialist, Instreet Investment, said he has been approached by several independent financial advisers ... |
| | | | ... corresponding period while funds under management (FUM) increased by 14 per cent to $19.2 billion. The FUM for Challenger's boutique partner rose 78 per cent in the six months to December bringing total FUM for the boutique funds to $4 billion. Challenger's ... |
| | | | Coin Software has signed a second three-year agreement with Suncorp Life. Suncorp Life includes Guardian Financial Planning, Cameron Walshe, Suncorp Corporate Agents and Suncorp Bank Financial Planners, which represents over 400 advisers and staff. ... |
| | | | ... entrant Insync - a specialist global equities fund manager. Monik Kotecha, chief investment officer of the three-month old boutique firm Insync Funds Management, is putting a new spin to an established theory of generating yield for income. Rather than ... |
| | | | Boutique capital protection specialist JB Global Investment Services has taken the "no commission" stance to heart and axed trail and built-in commission in all its products - relying instead on performance fees to remunerate advisers. Justin Beeton ... |
| | | | ... should be overweight in Asian equities as part of their global portfolios." This planned launch follows the Sydney based boutique manager's Link Series I, II, III and IV are structured products that are invested in Australian equities. The firm's latest ... |
| | | | Sydney-based boutique firm Instreet Investment raised nearly twice its initial target of $20 million in an Australian equities product that taps into planner demand for "certainty" in the midst of the global financial crisis. The asset manager celebrates ... |
| | | | Boutique investments firm Wealth Within has launched its own proprietary Individually Managed Accounts (IMA) platform, following two and a half years of development. "Managed accounts have become a mainstream product in recent years but until now financial ... |
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