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Showing 1 - 10 of 21 results for "Julia Lee"

TIP Group to acquire advice firm

CASSANDRA BALDINI  |  TUESDAY, 7 MAR 2023
... million subtracted from deferred payments. Last June, TIP acquired boutique firm Burman Invest, which was set up by Julia Lee, formerly of Bell Direct. At the time, the group said it was focused on identifying businesses with a "sustainable" and "competitive" ...

TIP Group appoints chief strategy officer

CASSANDRA BALDINI  |  MONDAY, 1 AUG 2022
... wholesale managed fund with a focus on housing affordability and the acquisition of Burman Invest, a boutique founded by Julia Lee. Most recently, TIP appointed Timothy Wong as its new head of equity and Michael Baragwanath as head of wealth. Coleman ...

Julia Lee pops up at State Street

ELIZABETH FRY  |  FRIDAY, 8 JUL 2022
Julia Lee, one of Australia's most popular financial commentators, has landed at State Street Global Advisors SPDR as an equity investment strategist for the Asia Pacific. Lee - who joins from Burman Invest, which she founded and served as investment ...

ASX-listed manager acquires retail boutique

JAMIE WILLIAMSON  |  WEDNESDAY, 15 JUN 2022
Teaminvest Private Group has acquired Burman Invest, the boutique founded by Julia Lee. Burman Invest was established in 2020 by Lee, who previously spent 11 years at Bell Direct. TIP Group has now acquired the equities boutique, adding greater capability ...

Robinhood effect steers share market

KARREN VERGARA  |  MONDAY, 31 AUG 2020
... of retail traders with little investing know-how are resuscitating the share market, but for how long? According to Julia Lee, founder and chief investment officer of Burman Invest, numerous factors point to the "seeds of the next boom" as evidenced ...

Aussie analysts share COVID-19 investment tips

ALLY SELBY  |  THURSDAY, 30 APR 2020
... outperform once restrictions ease. Retirees seeking income could benefit from a few of these sectors, Burman Invest founder Julia Lee said. Consumer staples like the supermarkets, utilities such as APA Group, and miners such as gold and iron ore companies ...

Market recovery or dead cat bounce?

ALLY SELBY  |  TUESDAY, 31 MAR 2020
... dawn of a new bull market, there could still be economic pain around the corner, according to Burman Invest founder Julia Lee. "The Australian sharemarket has come back from pricing in a possible depression to a recession," she said. "The market is starting ...

No time to look back

ELIZA BAVIN  |  FRIDAY, 27 MAR 2020
... 33-years older and have far more skin in the game. Lucky I love my job, as it looks like I will be working longer." As Julia Lee, chief investment officer at Burman Invest, pointed out, March 2020 has been the worst month so far for the Australian share ...

The sick short: Banking big on the coronavirus

ALLY SELBY  |  WEDNESDAY, 19 FEB 2020
... partnering stores "operating at reduced hours" with "very low customer traffic". Burman Invest chief investment officer Julia Lee said the latest news out of Apple was not surprising. "The downgrade was not surprising, and many other companies are likely ...

Industry veteran set to launch new fund

ELIZA BAVIN  |  WEDNESDAY, 8 JAN 2020
An industry veteran is gearing up to launch a new fund next week, focusing on Australian equities. Julia Lee, founder and chief investment officer of Burman Invest, left her role at Bell Direct after 11 years at the end of 2019 to launch her new business ...
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