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Showing 61 - 70 of 2155 results for "Boutique"

Link Wealth acquires boutique advice firm

ANDREW MCKEAN  |  FRIDAY, 6 JUN 2025
Link Wealth's national expansion is continuing to progress, acquiring financial advice firm Xponential Advisory a few months after taking a majority stake in Sky Advisers. The acquisition will see the integration of more than 185 client families across ...

SS&C lands mandate from local boutique fund services provider

ANDREW MCKEAN  |  WEDNESDAY, 4 JUN 2025
SS&C Technologies has been awarded a mandate by a boutique fund services provider to investment managers in Australia to support its fund services operations. Fundhost, which has $2 billion in assets under management, provides responsible entity, trustee ...

Apostle Fund adds two staffers

ELIZABETH FRY  |  THURSDAY, 29 MAY 2025
... consultant and an associate portfolio manager. As for Camillo, he arrives from Associated Global Partners the ASX-listed multi-boutique asset management firm where he held the same role. Before that, he spent a year at Perpetual as a head of corporate ...

Pennybacker boosts Pacific Current FUM

KARREN VERGARA  |  WEDNESDAY, 30 APR 2025
... equity ownership for an ongoing contractual revenue share and liquidation preference arrangement. Last December, the multi-boutique made two divestments. It offloaded all its investment in Banner Oak Capital Partners, having originally committed US$35 ...

Datt Capital sets in motion Koonenberry Gold board spill

KARREN VERGARA  |  TUESDAY, 29 APR 2025
... ASX-listed Koonenberry Gold (KNB), saying it is not satisfied with its governance and shareholder value preservation. The boutique investment manager, which has a 12% stake in Koonenberry Gold, wants to eject two non-executive directors: Darren Glover ...

TWC bolsters investment team

ELIZABETH FRY  |  THURSDAY, 24 APR 2025
TWC Investment Management, a founder-owned and led boutique, has added a senior quant to its team. Diana Olteanu-Veerman has joined the firm led by former executives from PGIM, Goldman Sachs and Credit Suisse. The firm, led by former executives from ...

New sustainable real assets boutique eyes housing, aged care

JAMIE WILLIAMSON  |  WEDNESDAY, 23 APR 2025
A new investment boutique has launched in Melbourne, focused on sustainable and inclusive real assets. Peter Johnston, James Hooper, and Alexandra O'Dea have come together to form Socia Investors, 'socia' being the Latin word for 'partner'. ...

Pinnacle affiliate launches offshore version of smaller companies fund

ANDREW MCKEAN  |  WEDNESDAY, 23 APR 2025
Langdon Equity Partners, a small-cap investment boutique founded in Toronto and backed by Pinnacle Investment Management, has launched a UCITS fund to offer a global strategy to investors in the UK, Europe, and Asia. The Langdon Global Smaller Companies ...

AOF asset settlement delayed, on track for June delisting

KARREN VERGARA  |  TUESDAY, 22 APR 2025
... for a $2 million increase to $63.5 million. According to CoreLogic, real estate investment manager Sumner Capital and boutique property development and advisory firm Innovate Re are the buyers of 150 Charlotte Street, Brisbane, which is home to the Australian ...

Analyst promotions: TCorp, Future Fund, CareSuper, Fidante, First Sentier

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
... with the responsible investment team. After three years in superannuation, McCarthy has joined Perennial Partners, a boutique fund manager that houses specialist investment teams. McCarthy will work closely with Damian Cottier who manages the Better ...