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Showing 1 - 10 of 100+ results for "Pinnacle Investment Management"

Former Pinnacle executive in new role

JAMIE WILLIAMSON  |  WEDNESDAY, 16 FEB 2022
The former director of distribution at Pinnacle Investment Management has taken on a new role with a Bennelong boutique. Matt Dell has joined 4D Infrastructure in the newly created role of investment specialist. Dell served as Pinnacle's distribution ...

Alternatives platform hires from GAM

KARREN VERGARA  |  WEDNESDAY, 9 FEB 2022
... alternatives platform Altive as head of Australia. Ryan Crewe succeeds Chris Brookman, who recently joined Pinnacle Investment Management as its director of distribution for the retail channel. Crewe joined Altive as a partner this month and most recently ...

Pinnacle hires retail distribution lead

KARREN VERGARA  |  MONDAY, 7 FEB 2022
Pinnacle Investment Management added a new director for its retail business to the fold, who recently finished up at a boutique investment platform. Chris Brookman joined the ASX-listed firm as a director of distribution of the retail business in February ...

Pinnacle folds boutique

KARREN VERGARA  |  THURSDAY, 3 FEB 2022
Pinnacle Investment Management shuttered one of its affiliates just two years after it acquired a stake. Reminiscent Capital, a discretionary Asian macro strategy, folded in November 2021, resulting in a $1.8 million write off. Pinnacle hoped that Reminiscent ...

Digital advice predicted to soar in 2022

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
... digital advice, particularly as they lose unadvised investors to do-it-yourself trading platforms. Pinnacle Investment Management, for example, took a stake in OpenInvest in 2021. Meanwhile, Finura expects Six Park, Stockspot and MapMyPlan to either ...

Financial Advice Hub goes live

KARREN VERGARA  |  WEDNESDAY, 8 DEC 2021
... information disclosed up until 30 November 2021. Financial services firm listed in the report include Pinnacle Investment Management and Clime Investment Management, which received $1.2 million and $652,000 over two financial years respectively. Easton ...

Pinnacle seeds Canadian boutique

KARREN VERGARA  |  FRIDAY, 26 NOV 2021
In another first for Pinnacle Investment Management this week, the firm has set up a North American-based affiliate in a small-cap equities fund manager. The fund manager is based in Toronto, Canada, focused on small caps and other global equities. ...

Pinnacle acquires private equity firm stake

KARREN VERGARA  |  WEDNESDAY, 24 NOV 2021
Pinnacle Investment Management will acquire a 25% stake in an Australian private equity firm, funded by a massive $105 million raise. The ASX-listed firm will become part owner of Five V Capital, which currently has $1.1 billion in funds under management ...

Longwave hires portfolio manager from IFM

KARREN VERGARA  |  THURSDAY, 4 NOV 2021
... manager who was most recently an investment director at IFM Investors. Melinda White joins the Pinnacle Investment Management boutique, bringing 20 years' experience across domestic and global markets. For more than three years, she served as an ...

J.P. Morgan joins OpenInvest

ELIZABETH MCARTHUR  |  FRIDAY, 29 OCT 2021
... know what to buy or when to sell, in order to have a proper, diversified investment portfolio." Pinnacle Investment Management recently become a cornerstone investor in OpenInvest, backing the firm to the tune of $3 million.
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