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Showing 81 - 90 of 2155 results for "Boutique"

Asian family office sets up in Melbourne

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025
Vantage Family Office is expanding into Australia by launching a capital markets business to serve high-net-worth individuals and institutions. The Asian-based multi-family office platform has set up Vector Capital Management, which will be led by veteran ...

Perpetual appoints demerger specialist

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
... carried out the operational risk review of the business. He also worked at NAB Asset Management, J.P. Morgan and several boutique hedge funds. Song began his career as a solicitor with KPMG. Perpetual chief operating officer James MacNevin said: "Song ...

Family office CIO joins Heritvest

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
... wealth management arm of Bangarra Group - which also owns Bennelong Funds Management - in 2013, morphed into Carnbrea, a boutique advisory group. He also led investment solutions for high-net-worth individuals and families as chief financial officer ...

Boutique appoints distribution lead

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
BFA Global Investors - the advisory firm of Jonathan Belz and Gavin Ezekowitz - has hired a distribution lead from Remara Investment Management. The duo welcomed Ben Dixon to the firm as a director of client portfolios. BFA Global - which connects high-net-worth ...

Perennial beefs up sales team

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
... Sydney. Bringing 10 years of industry experience to the role, he joins from Warakirri Asset Management. At the multi-boutique investment management group, Curtis looked after wholesale IFA and private wealth segments, family offices, and direct high-net-worth ...

BlackRock names regional insto client lead

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
... joined Campbell Lyons as a partner in 2016 following a three-year stint as founder and chief executive of Sydney-based boutique capital advisory Maltesian Capital. Maltisian Capital was formed in 2013 to connect people, capital and opportunities in the ...

Advisers must improve public awareness to win Australians' trust: Report

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
... campaigns to promote the need for financial advice and what it involves. But in recent years, a gap has materialised, with boutique advice practices unable to match the marketing budgets of bigger players. Though as super funds move further into the ...

Institutional sales exec exits Ares Management

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... focused on Australia and New Zealand. In addition, Fleiter held several roles at MLC Asset Management, where he covered boutique fund distribution, capital market research and asset consulting. It is understood that local country head John Knox is looking ...

Alexander Funds recruits regional manager

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... Funds has hired a new regional manager to cover Australia's southern states. The Melbourne based fund management boutique has hired Beatriz Marchueta to cover Victoria South Australia and Tasmania, based in Melbourne. Marchueta will join distribution ...

Independent financial planning boutique opens in Brisbane

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
Rebecca Scarrabelotti, formerly of Morgans Financial, has opened an independent financial planning boutique - Brisbane Independent Financial Advisory. Scarrabelotti's clients at her new advice practice are typically affluent and over 50. "They [my ...