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Showing 911 - 920 of 2158 results for "Boutique"

ClearView issues refunds over life sales misconduct

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
... facilitate the payment of advice fees, there are still many that don't have a practical solution, particularly in the boutique space. Our facility is available to all advisers, under a single adviser login alongside our quote and application tools."

Industry veteran acquires SMSF administrator

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
... education at SuperConcepts is challenging the "industrialisation" of modern SMSF administration through his acquisition of a boutique SMSF admin firm. David Busoli has acquired Brisbane-based SMSF Alliance, a provider of SMSF and non-super administration ...

Grant Thornton adds financial services partner

KARREN VERGARA  |  FRIDAY, 2 FEB 2018
... Weeraratne will continue to build the firm's asset management, superannuation and fintech service offerings. She will focus on boutique funds and small to mid-size high growth financial organisations. Weeraratne previously worked at Deloitte as senior ...

Pacific Current sells stake in insto investment firm

ALEX BURKE  |  THURSDAY, 1 FEB 2018
Boutique multi-manager Pacific Current Group sold its stake in an institutional investment firm for $2.9 million, ending a nine-year partnership. Goodhart Partners, based in London, manages Japanese equity, global equity and emerging markets equity ...

Zurich Investments awards small caps mandate

JAMIE WILLIAMSON  |  THURSDAY, 1 FEB 2018
A Sydney boutique fund manager won a small caps mandate from Zurich Investments. Sigma Funds Management was selected to manage the Zurich Investments Small Companies Fund. The fund, which invests solely in Australian small companies outside the S&P/ASX100 ...

Channel Capital appoints distribution director from Janus Henderson

ALEX BURKE  |  WEDNESDAY, 31 JAN 2018
... differentiated, and meet the needs of advisers in this ever changing investment landscape." "As we grow our business and boutique investment manager stable, it's crucial that our team has an investment specialist focus, and Byron and Angela bring that ...

Future Fund manager joins Fidante

ALEX BURKE  |  TUESDAY, 30 JAN 2018
... former debt and alternatives manager has taken on a new role with Fidante Partners. John O'Keeffe joins Fidante as head of boutique strategy and business management. In a statement, Fidante said O'Keeffe will help determine the "strategic direction of ...

Fund manager chief executive moves to QIC

DARREN SNYDER  |  MONDAY, 29 JAN 2018
QIC has executed a senior hire in its global multi-asset division, appointing the chief executive of a boutique Australian equities fund manager. Joining QIC is Allison Hill. Most recently Hill was the chief executive at DMP Asset Management where she ...

Advice group solidifies Gen-Y positioning

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2018
... future of financial advice will be built around businesses which cater to niche markets, leading to more advisers joining boutique planning groups. This is the view of Wealth Enhancers co-founder and chief investment officer Finn Kelly. The firm has ...

SG Hiscock wins small cap mandate

ALEX BURKE  |  TUESDAY, 23 JAN 2018
SG Hiscock & Company was awarded a small cap mandate from an Australian boutique multi-manager. Following on from its investment in Supervised Investments' Global Income Fund yesterday, Alpha Fund Managers has now made an allocation to SG Hiscock's ...