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Showing 801 - 810 of 2190 results for "Boutique"

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 ...

Pacific Current Group expands US investment

HARRISON WORLEY  |  THURSDAY, 24 JAN 2019
... Independent Financial Partners, a "hybrid registered investment advisers platform" based in the US. The global multi-boutique asset manager said the move is consistent with its goal of increasingly diversifying into "segments of the investment industry ...

Fund manager expands distribution team

KANIKA SOOD  |  WEDNESDAY, 23 JAN 2019
A listed equities boutique fund manager has hired from BlackRock, as it expands adviser distribution ahead of its foray into private equity. Pengana Capital Group (ASX: PCG) appointed Ryan Crewe as a business development manager in a newly-created role. ...

Copia hires from Zenith

KANIKA SOOD  |  WEDNESDAY, 23 JAN 2019
A Melbourne multi-boutique has snapped up Zenith Investment Partners' former marketing and communications manager as it builds its team. Anthony Pesutto has joined Copia Investment Partners as general manager for marketing, in a full-time role. Pesutto ...

Advice firm hires from Macquarie Private Wealth

KANIKA SOOD  |  TUESDAY, 22 JAN 2019
A former division director at Macquarie Private Wealth has joined a Melbourne-based boutique wealth management firm. Paul Grifa is joining Steward Wealth as a director, along with his long-standing assistant Kiera Lecher. He joins the firm's two founding ...

Watermark pulls out of global equities

JAMIE WILLIAMSON  |  MONDAY, 21 JAN 2019
... and feel that this is where our efforts are best focused." In support of its renewed focus on Australian shares, the boutique hedge fund manager made a series of appointments in late 2018. In October, Daniel Broeren was appointed senior investment analyst ...

Global multi-boutique eyes Australia

KANIKA SOOD  |  MONDAY, 21 JAN 2019
A $45 billion multi-boutique founded by a former Natixis deputy chief executive is heading down under to win super fund mandates and to potentially buy Australian boutiques. iM Global Partner takes minority, non-controlling stakes in small asset managers ...

UniSuper awards fixed income mandate

KANIKA SOOD  |  FRIDAY, 18 JAN 2019
... response. This is JCB's second publically-reported super fund mandate win in the last few months. At June end, the boutique won a 5% slice of AustralianSuper's total allocation to bonds, as the super fund giant trimmed its equity allocations. ...

Boutique shuts down fund

KANIKA SOOD  |  WEDNESDAY, 16 JAN 2019
Premier Asset Management has wound up a 17-year-old retail fund with about $35 million in assets under management. The Premier Global Select Fund had about 90% of its assets invested in exchange traded funds (ETFs) while the remaining 10% were a mix ...