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Showing 81 - 90 of 132 results for "Fidante Partners"

Former Fidante-aligned boutique targeted by UK regulator

JAMIE WILLIAMSON  |  THURSDAY, 30 NOV 2017
A former Fidante Partners-aligned boutique and a $94 billion BNY Mellon subsidiary are two of four asset managers accused of breaching UK competition laws. In what is the first case to see the UK's Financial Conduct Authority exercise its competition ...

Grant Samuel adds retail distribution role

JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2017
Grant Samuel Funds Management recruited a former Fidante Partners business development manager for a newly created role. Stephen Higgins will take on the new role of key account manager in GSFM's NSW retail sales team, focusing on its IFA, private bank ...

Avenir appoints investment associate

ALEX BURKE  |  MONDAY, 18 SEP 2017
... to Avenir launching the retail class of its concentrated global equities fund, the Avenir Global Fund, through Fidante Partners. Warner said the launch of the fund to retail investors was a major step in Avenir's plans to deliver superior returns to ...

Boutique investment manager continues retail trend

EMMA RAPAPORT  |  MONDAY, 11 SEP 2017
... fund. Avenir Capital will make the Avenir Global Fund accessible to retail investors through its association with Fidante Partners. Avenir chief investment officer Adrian Warner said the launch of the fund to retail investors was a major step in Avenir's ...

Boutiques actively proving value

JAMIE WILLIAMSON  |  WEDNESDAY, 6 SEP 2017
... benchmarks and non-boutique managers over three, five, seven and 10 years. According to the latest insight from Fidante Partners, boutique Australian equity managers have outperformed their benchmarks by 2.7% per annum after fees over the past decade. ...

Whitehelm boosts water investments

KARREN VERGARA  |  THURSDAY, 6 JUL 2017
... 50 staff working in London, Sydney and Canberra. The firm is 70% owned by staff and 30% by Challenger via its Fidante Partners multi-boutique funds management platform.

Managed funds platform launches

KARREN VERGARA  |  TUESDAY, 20 JUN 2017
... independent platform is not aligned with any bank or product issuer. Currently, investment options issued by Fidante Partners, Legg Mason, Dimensional, Magellan, Pengana, Pinnacle, and Vanguard - among others - are live on the platform. Funds are required ...

Cuffe takes stake in Lennox small-cap fund

ALEX BURKE  |  WEDNESDAY, 10 MAY 2017
... Link Growth Fund will provide seeding for a new small-cap strategy established under Challenger boutique network Fidante Partners. Lennox Capital Partners' Australian Small Companies Fund is available to retail and institutional investors. It's benchmarked ...

4D hires infrastructure specialist

JAMIE WILLIAMSON  |  FRIDAY, 21 APR 2017
... joining 4D, Aquilina was working as a strategy and corporate finance consultant and has also previously worked for Fidante Partners, Lazard and J.P. Morgan. He began his career as a graduate at the Commonwealth Bank before becoming an analyst for Colonial ...

Fidante creates small-cap boutique

EMMA RAPAPORT  |  TUESDAY, 28 FEB 2017
Investment management company Fidante Partners is continuing to expand its offering with the formation of Lennox Capital Partners. The new investment boutique, led by James Dougherty and Liam Donohue, is an Australian small-cap fund manager under the ...