Lucie Beaman

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Financial planning

28 April 2004

Charter continues steady expansion

Charter Financial Planning added 57 financial planners to its ranks last year, continuing the steady growth pattern shown over the five year history of this survey....

Financial planning

28 April 2004

Vertex Capital looking to hedge its bets

At the Money Management Fund Manager Of The Year awards in May last year, Sydney-based Vertex Capital Management took out top honours in the new category of ‘Alternative ...

Financial planning

28 April 2004

Australian Ethical comes of age

Australian Ethical Investment can truly be counted as one of the veterans of the boutique funds management movement, entering its 18th year in 2004....

Financial planning

28 April 2004

Orion hunts down success in first year

Orion Asset Management has certainly made a splash into the boutique funds management pool....

Financial planning

28 April 2004

Financial Planning Services: growing from coast to coast

Financial Planning Services (Australia) was launched as a national boutique dealer group in June 2001....

Financial planning

19 April 2004

LPTs losing their safe haven status

The listed property trusts (LPTs) sector is no longer the ‘safe haven’ asset class it was once considered to be, and advisers need to be aware of the changing risk profil...

People & Products

12 April 2004

IOOF names new head of distribution

IOOF Investment Management has filled the last of its vacant senior management roles, with Andrew Stewart joining the group as head of distribution....

Financial planning

6 April 2004

Optimix enhances global manager line-up

ING-owned platform Optimix Investment Management has added four international investment firms to its manager line-up and follows a tweak of its Australian equity manager...

Financial planning

5 April 2004

Securitor signs Bentleys to dealer services

Securitor has signed up another partner, with the financial planning arm of accounting firm Bentleys MRI Sydney replacing its former dealer services arrangements previous...

Financial planning

4 April 2004

Strapp takes on BT New Zealand

BT Australia chief investment officer Guy Strapp is taking on the additional responsibilities of acting chief investment officer for BT New Zealand (BTNZ) following the r...