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Showing 1 - 8 of 8 results for "Westoz Funds Management"

WAM to acquire two LICs

KARREN VERGARA  |  THURSDAY, 23 DEC 2021
... portfolio of small-cap ASX-listed and unlisted investments, returning 10.7% since its 2008 inception. Westoz Funds Management is the fund manager, which is owned by Euroz Hartleys Group. WIC has the same management structure, but invests in small to ...

Financial services firm names new directors

ALLY SELBY  |  WEDNESDAY, 7 OCT 2020
... advisory firms in Western Australia. It has three businesses; Euroz Securities, Entrust Wealth Management and Westoz Funds Management, and services over 10,000 clients.

Prodigy boutique finds new strategic partner

KANIKA SOOD  |  WEDNESDAY, 24 JUN 2020
... which wanted to expand its funds management presence to the east coast (it had $220million in AUM in its Westoz Funds Management business at February end) with Prodigy, decided to stay away from multi-boutiques and focus on core capabilities. It has ...

Prodigy folds, two boutiques to shut

KANIKA SOOD  |  WEDNESDAY, 18 MAR 2020
... across Western Australia. It will continue to operate the other half of its funds management business, Westoz Funds Management, which includes OzGrowth and Westoz, which together had $220 million at February end. Euroz has a 40.58% stake in OzGrowth ...

Fund manager boosts leadership

HARRISON WORLEY  |  WEDNESDAY, 25 JUL 2018
... firm managing $252 million of assets is welcoming a new head of distribution and chief operating officer. Westoz Funds Management (WFM) has appointed Tim Banfield to lead its distribution efforts, while Jaime Underdown joins as chief operating officer. ...

Westoz director departs for new venture

KERRIE SYDEE  |  MONDAY, 12 SEP 2016
... positive absolute returns with a focus on high growth investments. Management of the fund is undertaken by Westoz Funds Management, a 100% owned subsidiary of Euroz.

Westoz appoints independent director

DARREN SNYDER  |  WEDNESDAY, 6 JUL 2016
... will remain in their respective roles as executive chairman and executive director of investment manager Westoz Funds Management. Westoz chairman Jay Hughes said: "We regularly review the composition of our board to ensure it is best placed to meet the ...

Industry stalwart Tucker takes stake in Westoz

MARK SMITH  |  TUESDAY, 3 JUN 2014
... Western Australian focused financial services company Euroz Limited. Tucker will also join the board of Westoz Funds Management as a non-executive director. Tucker has a broad range of experience in the financial services industry. His most prominent ...
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