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Showing 761 - 770 of 2158 results for "Boutique"

Cardena Private Wealth names managing director

KARREN VERGARA  |  WEDNESDAY, 13 FEB 2019
... Djani as managing director. Djani was nominated to the newly created role after holding a position on the board of the boutique wealth management and advisory firm and working as a consultant for the past three years. Djani will spearhead the firm's ...

OPINION: Post RC, where to now for retail super?

ALEX DUNNIN  |  MONDAY, 4 FEB 2019
... six groups (big four banks + AMP + IOOF) should now step up a gear. In just the past two years the share of advisers in boutique non-aligned advice groups has jumped one third from 30% to 40%. Illustrating this, AMP is losing 20 financial advisers a ...

Former JPMAM executive joins boutique advice group

JAMIE WILLIAMSON  |  FRIDAY, 1 FEB 2019
... Asset Management Australia has opted for a tree change, relocating to regional New South Wales for a new role with a boutique AFSL. Stephen Alcorn has joined privately-owned Profile Financial Services as an associate financial adviser in its Mudgee office. ...

HNWs to embrace alternatives in 2019: Fund manager

JAMIE WILLIAMSON  |  FRIDAY, 1 FEB 2019
A boutique investment firm plans to allocate much of the $175 million it raised in 2018 to alternatives, anticipating family offices and private wealth advisers will increasingly do the same. Spire Capital raised $175 million in aggregate for three ...

Yarra Capital adds to investment team

KANIKA SOOD  |  FRIDAY, 1 FEB 2019
The boutique has hired an AustralianSuper analyst after it took over the management of UBS's Australian equities funds last year. Olivia Dalton started at Yarra Capital Management two weeks ago. She will cover industrial stocks, working alongside ...

Morningstar distribution executive joins fund manager

JAMIE WILLIAMSON  |  FRIDAY, 1 FEB 2019
A $6 billion New Zealand-based fund manager has welcomed a head of distribution for Australia, joining from Morningstar. The manager also recently bid farewell to its chief executive. Morningstar's former head of adviser distribution Regan Van Berlo ...

Challenger boutique appoints chief operating officer

KANIKA SOOD  |  THURSDAY, 31 JAN 2019
A $10.5 billion boutique in Challenger's multi-affiliate investment arm has appointed a chief operating officer. Tracy Kellett is joining fixed income manager Ardea Investment Management as its first chief operating officer. Kellett is well known ...

Investment manager appoints chief executive

KANIKA SOOD  |  WEDNESDAY, 30 JAN 2019
... clients and building the bank's business division, IPO Wealth said in a statement. IPO Wealth is 100% owned by a boutique investment company called Mayfair 101. Its investment vehicle, called the IPO Wealth Fund, raised $80 million from Australian ...

Avenir eyes insto investors

KANIKA SOOD  |  FRIDAY, 25 JAN 2019
... are wholesale and high-net-worth investors, barring a small institutional investor. It joined Challenger's multi-boutique arm Fidante Partners in February 2017, to leverage off its distribution and operation support. A few months later, in September ...

Advice dealer group seeks ASX listing

JAMIE WILLIAMSON  |  THURSDAY, 24 JAN 2019
... comprises three businesses: AD Financial Services, a dealer group formed to bridge the gap between its institutional and boutique counterparts; an equity dealing firm in AD Securities; and investment consultancy AD Research. "AD Capital has existing ...