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Showing 61 - 70 of 2007 results for %22Boutique%22

Boutique co-founder jumps to AustralianSuper

ELIZABETH FRY  |  FRIDAY, 19 MAY 2023
One of the co-founders of a shuttering boutique manager is taking on a new role at AustralianSuper. At the same time, one of the fund's portfolio managers is joining a sovereign wealth fund. The $260 billion superannuation fund has added Megan Talmage ...

Former Mason Stevens chief sells boutique

KARREN VERGARA  |  WEDNESDAY, 17 MAY 2023
... management business founded by Mason Stevens' former chief executive and investments lead has been acquired by another boutique. Vincent Hua, who left Mason Stevens last year, has sold Peridot Investment Management (PIM) to AL Capital Holding (ALC) ...

Qantas Super appoints deputy investment chief

ELIZABETH FRY  |  FRIDAY, 12 MAY 2023
... Super's annual general meeting in February, investment chief Andrew Spence discussed the competitive advantages of boutique funds. "Qantas super is a small mid-sized fund and we're able to access investment opportunities that many of the larger ...

Boutique appoints head of distribution

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2023
A boutique portfolio management firm has welcomed a new head of distribution, hiring from Trilogy Funds. Innova Asset Management appointed Laurence Gamboa to the role, as it looks to grow its profile among non-aligned financial advisers and dealer groups. ...

Uptick in adviser numbers: Research

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2023
... adviser numbers signals a recovery, or that the sharp December 2022 quarterly decline was a rogue figure," Rainmaker said. Boutique non-aligned AFSLs were the winners, attracting almost all the new advisers during the quarter. Oracle Advisory, Interprac ...

Perpetual progresses Pendal integration

JAMIE WILLIAMSON  |  THURSDAY, 27 APR 2023
Perpetual has said it expects to confirm its post-acquisition leadership teams and regional structures by the end of next month, while also flagging further consolidation. Providing an update to the ASX as to the integration of Pendal, Perpetual said ...

CVC sells 20% stake in Eildon

KARREN VERGARA  |  MONDAY, 24 APR 2023
CVC has divested a 20% stake in Eildon Capital that will be picked up by another boutique fund manager. ASX-listed CVC announced this morning that it entered into an agreement with Samuel Terry Asset Management to sell its stake so that it can free ...

Viridian picks up advice firm

CHLOE WALKER  |  WEDNESDAY, 19 APR 2023
Viridian Financial Group has acquired a Queensland-based boutique advice firm, with plans to leverage its use of video Statements of Advice (SoAs). Viridian has acquired Enlightened Financial Solutions, founded by chief executive and Financial Standard ...

Brookvine folds into ASX-listed multi-boutique

KARREN VERGARA  |  FRIDAY, 14 APR 2023
An ASX-listed multi-boutique has quietly acquired Brookvine in the hope of expanding its network to alternative strategies. Associate Global Partners, formerly Contango Asset Management, acquired Brookvine for an undisclosed amount. Founded in 2001 ...

Fund manager acquired by US fintech

JAMIE WILLIAMSON  |  THURSDAY, 30 MAR 2023
A local investment management boutique is to be bought by GoLogiq, marking its entry into the Southeast Asian funds management market. GoLogiq, which provides fintech and data analytics, acquired 100% of West Australia-based Bateau Asset Management. ...