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Showing 981 - 990 of 2158 results for "Boutique"

Less room for mid-tier asset managers: Stern

ALEX BURKE  |  WEDNESDAY, 9 AUG 2017
... (MiFID II)] and its effects on brokerages, you're either going to be over $1 trillion in assets or you're going to be a boutique. Because in between that, you're going to have a hard time competing with a global platform while also being too big to say ...

Boutique appoints Equity Trustees as RE

KARREN VERGARA  |  TUESDAY, 8 AUG 2017
A boutique fund manager has appointed Equity Trustees as responsible entity for two of its funds. Equity Trustees will oversee two of Melbourne-based Australian equities fund manager JCP Investment Partners' retail funds: the small companies long-short ...

RARE expands to meet growing demand

EMMA RAPAPORT  |  THURSDAY, 27 JUL 2017
... manager Jenny Pang will join as regional manager for NSW, ACT and SA, with the aim of expanding client relationships across boutique advisory practices and key dealer groups, as well as educating stakeholders about the infrastructure sector. RARE's head ...

Boutique manager selects A-REIT and small-cap specialists

DARREN SNYDER  |  THURSDAY, 27 JUL 2017
Alpha Fund Managers, the funds management subsidiary of Infocus Wealth Management, has enlisted a further two funds to its multi-manager suite. The first addition is the Investors Mutual Limited (IML) Small Cap Fund, which aims to deliver consistent ...

Former Wallabies captain joins Stockspot

JAMIE WILLIAMSON  |  WEDNESDAY, 26 JUL 2017
... clients with the best possible investment advice and experience," Brycki said. Separately, Mortlock is also a partner at boutique asset manager Peak Advisors. He was also made a Member of the Order of Australia in 2012.

Equity Trustees appointed RE for boutique

DARREN SNYDER  |  MONDAY, 24 JUL 2017
... staff-owned Brisbane investment manager appointed Equity Trustees as the Responsible Entity for an Australian equities fund. Boutique manager Pentalpha selected Equity Trustees as the RE for its Income For Life Fund - a high-yield, low volatility Australian ...

Investment managers turning to hungry retail market

ALEX BURKE  |  MONDAY, 24 JUL 2017
Boutique and alternatives managers, traditionally the purview of institutional and wholesale investors, are turning to an increasingly sophisticated retail market to diversify their client bases. Consider Cooper Investors, the $11 billion global equities ...

Adviser group expands national footprint

KARREN VERGARA  |  THURSDAY, 20 JUL 2017
Boutique Sydney wealth management firm Affinity Group acquired a stake in a Brisbane financial planning practice, boosting its funds under advice to more than $500 million. Affinity bought 50% of Hillross Financial Services, a Brisbane-based firm established ...

Clime acquires equities boutique for $3.6m

ALEX BURKE  |  MONDAY, 17 JUL 2017
... will push its gross assets under management past $700 million with the acquisition of a Sydney-based Australian equities boutique. Clime will purchase CBG Asset Management, which has $130 million in assets across three mandates including a listed investment ...

Sydney RE to pay for false ads

JAMIE WILLIAMSON  |  MONDAY, 17 JUL 2017
The Federal Court of Australia penalised a Sydney-based managed investment services boutique for falsely claiming that its projects were approved by ASIC. Huntley Management operates as a responsible entity and custodian for registered schemes and as ...