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Showing 1 - 10 of 18 results for %22Smarter Money Investments%22

The challenge of articulating value of ongoing advice

CHLOE WALKER  |  WEDNESDAY, 23 NOV 2022
... charged. "One bloke pays me a lot of money as his insurance policy against arrogance and stupidity, because he's far smarter than me," Win joked. "He's very self-directed but I'm his insurance policy, and of course, not all clients are like ...

Pinnacle acquires third-party distributor

KANIKA SOOD  |  THURSDAY, 9 SEP 2021
... include PrimeWest, Corval, Epsilon Direct Lending, Realside, Monash Investor's and Coolabah's Smarter Money Investments. In the past it has worked with French quant manager CFM. The Winston acquisition follows Pinnacle's decision to spend ...

Pinnacle buys stake in Coolabah

KANIKA SOOD  |  THURSDAY, 12 DEC 2019
... Roughly 20% of this is on behalf of industry funds, while the remaining is for retail (including its Smarter Money Investments brand) and smaller institutions. "Partnering with CCI is totally consistent with Pinnacle's strategy - we regard Chris ...

Imminent launch for start-up super fund

KARREN VERGARA  |  FRIDAY, 2 AUG 2019
... fund underpinned by a managed account solution will officially launch this spring. Tomorrow Super promises to be the "smarter alternative" to traditional retail, industry and self-managed superannuation funds, according to co-founder and chief executive ...

Coolabah buys retail fund manager stake

KANIKA SOOD  |  THURSDAY, 11 JUL 2019
... ownership of a retail fund management business it developed as a joint venture with Yellow Brick Road. Smarter Money Investments offers fixed income and cash strategies managed by Coolabah. It had more than $ 1 billion in funds under management at June ...

Skyring names new head of distribution

ALEX BURKE  |  TUESDAY, 13 MAR 2018
Skyring Asset Management has appointed a new head of distribution. Sam Benjamin joins Skyring from Smarter Money Investments, where he was an investment consultant. Prior to that, he was a regional sales manager in New South Wales and Western Australia ...

Smarter Money funds get Lonsec tick

ALEX BURKE  |  THURSDAY, 20 APR 2017
Two Smarter Money Investments funds have been given a "recommended" rating by Lonsec. The Smarter Money Active Cash (SMAC) strategy was upgraded from "investment grade" by Lonsec as a result of the research house's "high regard for the fund's senior ...

Coolabah Capital hires former Energy Super chair

ALEX BURKE  |  TUESDAY, 11 APR 2017
... Joye said. Coolabah was founded in 2011 and is 75% owned by its investment team. It has a 50% stake in Smarter Money Investments, and manages Smarter Money's $1 billion in investment portfolios and institutional mandates.

CBA partners to finance clean energy

JAMIE WILLIAMSON  |  FRIDAY, 7 OCT 2016
... it is imperative Australian businesses position themselves to take advantage of technologies that will help them work smarter and save them money through reduced energy use and operating costs. "This new program financed by the CEFC and offered through ...

YBR boutique wins $50 million mandate

ALEX BURKE  |  FRIDAY, 20 MAR 2015
Boutique fixed income manager Smarter Money Investments, a joint venture between Coolabah Capital Investments and Yellow Brick Road, has been awarded a $50 million institutional mandate. SMI's Smarter Money Active Cash Fund (Assisted Units) also received ...
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