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Showing 1 - 10 of 10 results for %22Wheelhouse Partners%22

Vale Wayne McGauley

ELIZA BAVIN  |  TUESDAY, 16 APR 2024
... paid tribute to Wayne McGauley who passed away over the weekend. Most recently the head of distribution at Wheelhouse Partners, McGauley had a long and successful career in the financial services industry spanning close to three decades. Prior to Wheelhouse ...

Wheelhouse repositions global equity fund

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
Wheelhouse Partners has rebranded its global equity strategy to reflect how investors use the fund within their alternatives allocation. The Wheelhouse Global Equity Income Fund, which has about $100 million in assets under management, is now known ...

Wheelhouse Partners adds head of distribution

JAMIE WILLIAMSON  |  TUESDAY, 4 OCT 2022
... The former head of retail at Investors Mutual has taken up the newly created role. Wayne McGauley joined the Wheelhouse Partners team this month, responsible for growing its global and Australian equities capabilities. McGauley is to focus on key accounts ...

Sanlam withdraws from 8IP relationship

KANIKA SOOD  |  MONDAY, 21 SEP 2020
... Paradice chief operating officer, Tony Hammond. Hammond currently consults in the role for two other boutique: Totus and Wheelhouse. Sanlam Private Wealth was established in Australia in 2009 by Werner Stals. It managed about $800 million in retail money ...

Wheelhouse names new partners

ELIZA BAVIN  |  MONDAY, 10 AUG 2020
Wheelhouse Partners has completed its transition to its new independent structure after agreeing to acquire Bennelong Funds Management's stake in its business, naming a new chief operating officer, co-investor and distribution partner. The revised structure ...

Multi-boutique adds to US team

KANIKA SOOD  |  MONDAY, 13 JUL 2020
... multi-boutique with offices in Melbourne, Sydney, Brisbane, New York, London and Edinburgh. In April, a Bennelong boutique Wheelhouse Investment Partners bought back Bennelong's stake in their global equities boutique. Last month, another multi-boutique ...

Boutique buys out Bennelong

ELIZA BAVIN  |  THURSDAY, 16 APR 2020
Wheelhouse Investment Partners has acquired Bennelong Funds Management's stake in the business after a three-year partnership. Wheelhouse said under its independent ownership structure, it will continue to focus on delivering purpose-built investment ...

Global tech wars disrupt $600m market

MICHELLE BALTAZAR  |  WEDNESDAY, 14 NOV 2018
... with the FAANGs and BATs of this world, Brett King, founder of mobile neo-bank Moven, says: "Every product in your wheelhouse will become an experience that you deliver in real-time and without a signature or physical presence." Besides real-time processing ...

Equity income boutique enters retail market

KARREN VERGARA  |  THURSDAY, 12 OCT 2017
... flagship fund to retail investors, having previously operated in the wholesale and institutional markets. Wheelhouse Partners' Wheelhouse Global Equity Income Fund has embedded a derivatives-based solution that will benefit retirees' investment outcomes ...

Boutique fund joins Bennelong suite

JAMIE WILLIAMSON  |  TUESDAY, 16 MAY 2017
... Partners, aiming to deliver improved investment outcomes to Australian retirees primarily through equities. Wheelhouse Partners provides access to the high growth asset class while accounting for market volatility, income generation, and the impact of ...
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