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Showing 1 - 10 of 29 results for "Ralton"

Value strategy drags Clime's performance

KARREN VERGARA  |  MONDAY, 28 FEB 2022
... its books despite the broader industry experiencing a rapid decline. On February 24, Clime finalised its 75% ownership of Ralton Asset Management. This created a $330 million managed accounts service split into four products which Donat said have outperformed ...

Clime finalises ownership deal, appoints CIO

KARREN VERGARA  |  THURSDAY, 13 JAN 2022
Clime Investment Management is finalising a major deal in exchange for a majority ownership in Ralton Asset Management and appointed a new chief investment officer to lead the strategy. Upon completing due diligence, Clime's transfer of $270 million ...

Clime partners for $330m SMAs

KARREN VERGARA  |  FRIDAY, 3 DEC 2021
... Investment Management has partnered with a managed accounts specialist to create a $330 million product. On December 2, Ralton Asset Management and Clime entered an exclusive agreement to combine their separately managed accounts businesses. The joint ...

360 Capital bids for property fund manager

KARREN VERGARA  |  TUESDAY, 19 OCT 2021
... Estate Australia to buy its assets in IAP's portfolio. 360 Capital recently wound up its Active Value Fund and sold Ralton Asset Management. The Active Value Fund was launched in November 2019. Ralton AM was also a recent investment for 360 Capital ...

360 Capital winds up listed equities business

KANIKA SOOD  |  THURSDAY, 19 AUG 2021
ASX-listed 360 Capital has wound up its Active Value Fund and sold Ralton Asset Management, as it exits listed equities. The move follows TGP's decision to focus on higher-margin private equity business. The Active Value Fund was launched in November ...

WealthO2 launches top manager MDA

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... investment managers. The MDA includes the expertise of investment managers including BlackRock, Evergreen, Lonsec, Morningstar, Ralton AM and Zenith. As WealthO2 is the provider of the MDA, financial advisers are not required to have an MDA authority ...

360 Capital succeeds in LIC raid

KANIKA SOOD  |  THURSDAY, 10 SEP 2020
... interest in the LIC came as it looked to build out its funds management business. In February, it bought equities manager Ralton (which previously sat under Melbourne multi-boutique Copia Investment Partners). It also wanted to list a credit fund, focused ...

Artisan teams up with Melbourne multi-boutique

KANIKA SOOD  |  WEDNESDAY, 1 JUL 2020
... Australian equities) and Artisan Partners (Global small and mid-cap equities). Earlier this year, it sold its stake in Ralton Asset Management which focused on SMAs to ASX-listed 360 Capital as the latter looked to build out its equities capabilities ...

Copia secures exclusive partnership

ELIZA BAVIN  |  MONDAY, 18 NOV 2019
... management. The announcement marks the fifth investment partner for Copia, with ECP joining the likes on OC Funds Management, Ralton Asset Management, Vertium Asset Management and Chester Asset Management.

Netwealth welcomes new distribution head

JAMIE WILLIAMSON  |  WEDNESDAY, 16 OCT 2019
... former head of managed account solutions for Ibbotson Associates and served as managing director, head of distribution at Ralton Asset Management between 2007 and 2011. Earlier this month, Netwealth was recognised by Plan for Life Actuaries and Researchers ...
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