Search Results | Showing 61 - 70 of 81 results for %22Boutique Financial Planners%22 |
| | | Acacia Private Wealth has cut its licensing ties with Linear Financial Services to maintain its independent boutique structure. According to Elsa Cocco, Acacia Wealth adviser operations manager, said Acacia Private Wealth had gained its own license ... |
| | | | ... Investment Wrap suite. Jono Gourlay, Austock Asset Management business manager, said the netwealth platform targets boutique financial planning dealer groups which is also a key market of the firm. While fund inflows were down during last year, the Austock ... |
| | | | AXA financial planning representative, Plan Protect purchased Sydney CBD based financial planning practice, Bearsden Holdings, boosting its funds under advice to more than $200 million. Bearsden Holdings comprises of two financial planners including ... |
| | | | ... accordingly instead of the other way around, where planners shop from what's available? The result is Instreet, a new boutique asset manager set up in January this year that develops "institutional" style products for the retail market. It was formed ... |
| | | | ... Capital Managers Limited has bought a majority stake in The Private Collection (TPC), a distribution business that promotes boutique, international and alternative fund management products to financial planners. "TPC is well positioned to support fund ... |
| | | | ... funds under management (FUM) to over $5 billion in under three years thanks to its joint ventures with top-performing boutique fund managers. As more and more star fund managers leave big institutions to strike on their own, AUI decided to go with the ... |
| | | | The boutique Australian equity fund manager Contango Asset Management is branching out with the release yesterday of a prospectus for a listed investment company that has a mandate to invest purely in the financial services industry. The prospectus ... |
| | | | Tricom Income Fund, managed by boutique investment specialist Tricom Investment Management Limited (TIML), has notched an 'approved' rating from Aegis Research. Aegis said the fund is well structured and is suitable for investors who want an alternative ... |
| | | | Boutique growth manager Hyperion Asset Management has won a $230 million mandate from Auscoal Superannuation, the first of more to come, management said. Hyperion's institutional business director, Tim Samway, confirmed they were "close to new mandates" ... |
| | | | ... improvements made by the giant Australian. The sharp performance turnaround by AMP and other heavy hitters may see some boutique managers frantically trying to protect any competitive advantage and battling to secure future mandates. Highlighting the ... |
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