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Showing 1 - 10 of 15 results for "Ventura"

Income fund shuttered by Equity Trustees

JAMIE WILLIAMSON  |  MONDAY, 27 NOV 2023
... action is to bring about the timely termination and wind-up of the fund." The KFM Income Fund was formerly known as the Ventura KFM Income Fund, and its aim was to provide returns greater than the 1-Year Bank Bill Swap Rate plus 4% while investing in ...

Centrepoint names new chair, borrows $10m for M&A

CASSANDRA BALDINI  |  WEDNESDAY, 23 AUG 2023
... progress. "Over the last 12 months the business has strengthened governance with a majority non-executive board appointed for Ventura the investment manager, an independent review of governance and conflicts has been completed," it outlined. Its pipeline ...

Centrepoint Alliance scoping for scale

JAMIE WILLIAMSON  |  FRIDAY, 24 FEB 2023
... Centrepoint Alliance recorded a $2.8 million increase in profit before tax, largely driven by the completed sale of the Ventura Funds business. Total profit before tax came in at $3.7 million. Gross revenues were also up, increasing by $38.8 million ...

Praemium expands distribution footprint

KARREN VERGARA  |  TUESDAY, 6 APR 2021
... Morris and chief commercial officer Mat Walker. Wright joined from Centrepoint Alliance where he worked across the firm's Ventura Managed Accounts Portfolios. He was at Centrepoint for almost seven years, starting out as a national sales manager and ...

Dealer group investment head departs

ELIZABETH MCARTHUR  |  THURSDAY, 27 AUG 2020
The head of investment management for a dealer group has departed, establishing his own advisory. Julian Pitt has left Centrepoint Alliance after more than 13 years with the dealer group. Pitt was head of investment management and in the last year and ...

Boutique fund house adds distribution lead

ELIZABETH MCARTHUR  |  FRIDAY, 3 MAY 2019
... manager and business development manager. Prior to his time at Macquarie, Cochran held business development positions with Ventura Investment Management and Advance Asset Management. Based in Melbourne, Cochran will report to managing director Stephen ...

Former Centrepoint executive joins Praemium

KARREN VERGARA  |  THURSDAY, 5 OCT 2017
... development of its investment platform and funds management solutions. In 2012, he was appointed managing director of Ventura Investment Management, a Centrepoint Alliance subsidiary, and was instrumental in developing managed accounts solution vMAPs. ...

Long-serving Centrepoint exec resigns

JAMIE WILLIAMSON  |  FRIDAY, 9 JUN 2017
... extensive knowledge and experience in a consulting role." Walker is also the managing director of Centrepoint subsidiary Ventura Investment Management.

Centrepoint debuts brand realignment

ALEX BURKE  |  THURSDAY, 9 JUN 2016
... Alliance Lending and Centrepoint Alliance Premium Funding will become Centrepoint Alliance Lending Solutions. Finally, Ventura, vMAPS and platform services will be housed under Centrepoint Alliance Investment Solutions. Commenting on the changes, Centrepoint ...

Market Wrap AM

AAP  |  MONDAY, 26 MAY 2014
... over the last month or so. "The fact of the matter is we are in a bull market," said Tom Cahill, portfolio strategist at Ventura Wealth Management. "Nothing has really changed. Valuations are getting a little bit stretched, but by the same token, there ...
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