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Showing 911 - 920 of 2190 results for "Boutique"

OneVue and managed account provider add scale to advice firm

JAMIE WILLIAMSON  |  THURSDAY, 26 APR 2018
OneVue and a specialist managed account provider have been chosen by a boutique financial advice firm to deliver a customised solution to high-net worth clients. Following a business model review, Victorian advice practice Kuda Wealth now offers a suite ...

Robo-adviser partners with private wealth firm

KARREN VERGARA  |  TUESDAY, 24 APR 2018
... available to a much wider range of investors," Kaura said. Collins House managing director and Dominic Alafaci said the boutique advice firm will leverage Clover's technology to offer clients access to professional, affordable, independent investment ...

HUB24 expands distribution team

KANIKA SOOD  |  FRIDAY, 20 APR 2018
HUB24 has created two distribution roles, appointing two former Colonial First State executives. Joining HUB24's distribution team is Shane Muscat, formerly CFS head of institutional sales. Muscat takes on the newly-created role of HUB24's head of strategic ...

Cardena Private Wealth adds life insurance

KANIKA SOOD  |  WEDNESDAY, 18 APR 2018
The boutique wealth manager and advisory firm has signed onto MBS Insurance's life insurance offering, after 12 months of using its personal insurance consultancy for clients. Risk consultancy MBS will now advise Cardena's client base of high-net-worth ...

Trustee services provider buys advice group

JAMIE WILLIAMSON  |  TUESDAY, 17 APR 2018
A trustee business linked to several of Australia's newest superannuation funds has acquired a non-aligned boutique financial advice group. As part of its ongoing expansion strategy, Trustee Partners has acquired Madison Financial Group from PHAROS ...

SMSF expert joins boutique investment house

JAMIE WILLIAMSON  |  TUESDAY, 17 APR 2018
A self-managed superannuation industry stalwart has taken on a board advisory role with a boutique funds management firm. Former SMSF Association chief executive Andrea Slattery will advise the board of fund manager and individually managed account ...

Evans & Partners vet launches new boutique, appoints distribution head

ALEX BURKE  |  THURSDAY, 12 APR 2018
The former head of international equities at Evans & Partners has launched a new boutique and appointed a head of distribution from J.P. Morgan, flagging further hires over the next 12 months. Stephen Arnold, who managed more than $1 billion at Evans ...

DigitalX launches crypto-heavy fund

KANIKA SOOD  |  WEDNESDAY, 11 APR 2018
... investment team's job will include advising on legal jurisdiction constraints for ICOs. Grange Capital representative Boutique Capital has been appointed to administer the fund, drawing 2% of the fund's net asset value as annual fees and a performance ...

Flinders fund offers insto rates for retail investors on HUB24

KANIKA SOOD  |  TUESDAY, 10 APR 2018
Boutique fund manager Flinders Investment Partners is offering retail investors investment intellectual property (IP) from its Flinders Emerging Companies Fund at about 60% less than retail rates. The slashed retail rates, which are at par with institutional ...

Copia boutique appoints new portfolio manager

ALEX BURKE  |  TUESDAY, 10 APR 2018
A Copia Investment Partners Australian equities boutique is welcoming a new portfolio manager from REST. Will Riggall will work alongside head of Australian equities Andrew Stanley. At REST, he was a super investment manager, having been a senior investment ...