Search Results | Showing 1 - 10 of 40 results for %22Philo Capital Advisers%22 |
| | ... experienced asset consultants to develop portfolios that reflect their investment philosophy." The other winners were DNR Capital (Australian equities), Infinity Asset Management (Aussie equities small caps), Lonsec (ESG), Franklin Templeton (international ... |
| | | ... clients, and portfolio construction, Betashares explained. Over time more resources will be made available in relation to capital markets insights, marketing and growth, and responsible investing, it said. The firm leveraged internal talent to lead the ... |
| | | ... succeed in the future, advice businesses need to evolve. They need capacity, capability and scale. We wanted a specialist capital partner to help us achieve our strategic objectives and realise our vision," he said. SCM also recognised that the business' ... |
| | | ... Gary Lucas said that the merger is an exciting next chapter for the boutique firm. "There is great synergy between PAC Capital and Clearwater as we both strongly believe in diversified portfolios and pushing the boundaries of investment traditions in ... |
| | | ... statutory net profit was down 46% to $3.7 million with a $3.2 million loss attributed to the divestment of Philo Capital Advisers. Meanwhile, operating revenue was up 25% to $54.9 million and EBITDA was up 15% to $21.9 million. Class maintained its underlying ... |
| | | ... Elsewhere, last week Class announced it had decided to either convert or redeem its $3.1 million investment in Philo Capital Advisers after concluding it is not in the best interest of its shareholders. |
| | | The SMSF technology platform has decided to either convert or redeem its $3.1 million investment in Philo Capital Advisers after concluding it is not in the best interest of its shareholders. Class previously made the investment prior to the introduction ... |
| | | ... joined a Sydney managed accounts provider as it looks to expand its customised SMA offering with independent financial advisers. Andrew Mathie has joined Atticus Wealth as its head of distribution. Atticus Wealth was founded in 2015 and currently provides ... |
| | | ... did not know exactly when the report will be out but it is expected by the end of the year. Potter's colleague at Philo Capital, Brett Sanders, recently said the report is expected Q4 this year. Potter is executive director of Philo and Sanders is chief ... |
| | | ... point of discussion during a panel session at Financial Standard's recent Managed Account Forum. Asking Philo Capital Advisers chief executive Brett Sanders about the future of MDAs, panel moderator and BT Open head of distribution Christopher Mather ... |
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