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Showing 851 - 860 of 2158 results for "Boutique"

Pinnacle splashes $50m on acquisitions

KANIKA SOOD  |  TUESDAY, 24 JUL 2018
Pinnacle Investment Management is acquiring a 40% equity stake in a Melbourne boutique founded by former Vanguard executives and is powering towards another acquisition. The multi-boutique manager is paying $4 million for a 40% equity stake in Omega ...

Advice firm partners for lending expertise

JAMIE WILLIAMSON  |  TUESDAY, 24 JUL 2018
A boutique financial advice business is expanding its service offering by way of a strategic alliance with a Sydney-based brokerage firm. Cardena Private Wealth and Thyme Financial Group are joining forces to provide Cardena clients with access to specialist ...

Pengana hires distribution lead from NAB

KANIKA SOOD  |  THURSDAY, 19 JUL 2018
... addition to the environmental factors it reports on. Last month, the equities manager acquired a minority stake in a credit boutique that offers credit funds for HNWIs.

Advice dealer group appoints executive

JAMIE WILLIAMSON  |  WEDNESDAY, 18 JUL 2018
A boutique financial advice dealer group welcomed a new executive to its leadership to spearhead acquisitions. Fitzpatricks Group has appointed a new chief financial and chief operating officer in Jodie Blackledge. Blackledge joins from ASX-listed firm ...

Boutique licensee acquires regional advice firm

JAMIE WILLIAMSON  |  FRIDAY, 13 JUL 2018
In its largest transaction to date, a growing boutique dealer group has acquired a Mudgee-based financial advice practice. Profile Financial Services has bought onePlan Financial Planning, following an extensive review of potential buyers by the practice's ...

Boutique fund manager bolsters investment team

JAMIE WILLIAMSON  |  TUESDAY, 10 JUL 2018
A boutique fund manager has expanded its portfolio management team, welcoming a new recruit from Equity Trustees. SG Hiscock has appointed Michael Kordick as assistant portfolio manager on its SGH20 team. Kordick joins from Equity Trustees where he ...

Wealth manager appoints private wealth lead

JAMIE WILLIAMSON  |  MONDAY, 9 JUL 2018
... investment and charitable institutions. Prior to joining Aura, Coloretti was managing director and chief investment officer at boutique asset manager Giles Wade. He has also previously served as chief executive of Boston Capital Group, head of wealth ...

Investors sharpen watch on RMBS

KANIKA SOOD  |  MONDAY, 9 JUL 2018
... portfolio in RMBS as at May 31. Also this year, fixed income veteran Bob Sahota and Simon Petris launched private debt boutique Revolution Asset Management. About 15% of its model portfolio is in RMBS. Kapstream manages $12.5 billion in fixed income ...

Pacific Current invests $95m in US firm, sells Aussie infrastructure stake

JAMIE WILLIAMSON  |  TUESDAY, 3 JUL 2018
... investment firm in the same week it offloaded its remaining stake in an Australian infrastructure manager. The global multi-boutique firm has invested $94.6 million in $4.3 billion manager Victory Park Capital; a Chicago-based alternative investment ...

Sydney boutique shutters

JAMIE WILLIAMSON  |  MONDAY, 2 JUL 2018
One of the boutique fund managers under Challenger's Fidante Partners' multi-manager umbrella has closed. A spokesperson for Fidante confirmed Tempo Asset Management has closed after failing to reach sufficient scale of assets under management since ...