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Showing 71 - 80 of 2010 results for "Boutique"

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. ...

Active fund managers historically underperform: SPIVA

KARREN VERGARA  |  WEDNESDAY, 15 MAR 2023
... alternatives, Magellan has matured in the global investing space and in the Australian context," Morningstar said. Multi-boutique Pinnacle Investment Management, also assigned with a "high uncertainty" rating, is susceptible to fee pressure from low-cost ...

Aware Super executive to start boutique

ELIZABETH FRY  |  FRIDAY, 10 MAR 2023
Two of Aware Super's equities managers have quit the super fund to set up their own fund. Aware Super head of direct equities and portfolio manager Tim Riordan has left the superannuation fund. Going with him is Mike Teran, an associate portfolio ...

RF Corval secures industrial facility, eyes more

CHLOE WALKER  |  FRIDAY, 10 MAR 2023
The boutique fund manager has purchased a $14.7 million industrial asset through its RF CorVal Property Fund (CPF), as it looks to capitalise on tailwinds in the market it sees lasting for some time to come. Located in Wingfield, South Australia, the ...

TIP Group to acquire advice firm

CASSANDRA BALDINI  |  TUESDAY, 7 MAR 2023
... Group (TIP) has announced its plan to acquire financial advice firm Enva Group for up to $2.5 million. It explained the boutique financial adviser has approximately $400 million of funds under advice (FUA) and will add strategic value to TIP Wealth. ...

Blue Orbit operations chief resigns

ELIZABETH FRY  |  FRIDAY, 3 MAR 2023
... role but served as an executive director. He worked at Prodigy for around five years after an eleven-year stint at multi-boutique firm Perennial Investment Partners, where he most recently served as chief executive. Before that, Bearman spent 17 years ...

HUB24 grows FUA to $73bn

ANDREW MCKEAN  |  TUESDAY, 21 FEB 2023
... on 1H22). HUB24 had growth from net inflows across all customer segments, including large national licenses, brokers, boutique advice practices and self-licensed advisers. The new business pipeline continued to grow, the number of advisers using the ...

Alternatives fund manager names sales lead

KARREN VERGARA  |  WEDNESDAY, 8 FEB 2023
Boutique fund manager Jameson TTB appointed a distribution director to a newly created position in a bid to expand the recently rebranded firm. Matthew Afflitto joined Jameson TTB this month after working as an investment specialist and business development ...