BondAdviser partners with Baillieu Holst
Independent fixed income research platform, BondAdviser, has partnered with independent advisory firm, Baillieu Holst, to provide its adviser network with access to bond research and active investment recommendations.
BondAdviser managing director and co-founder, Geoff Malkin, said the firm's recent high profile partnerships reflected the gap in the fixed income market for independent and timely research to support advisers in making informed decisions.
"In partnering with BondAdviser, Baillieu Holst will benefit from having direct access to a service that not only provides research but also timely data and tools so that advisers can research, manage, and trade bond investments from a central platform," Malkin said.
Baillieu Holst head of private wealth, Geoff Worrell, said the partnership would enhance the overall depth of services they provide to its clients.
The partnership followed BondAdviser's appointments of Steve Dammerer as chairman, and Graeme Abram as a non-executive director.
Both Dammerer and Abram had over three decades of experience in the financial services sector.
Dammerer has worked across fixed interest, equities, and currencies, along with senior leadership positions in global insitutions.
Abram has held senior roles managing teams in corporate and business banking, and corporate finance.
Recommended for you
AFCA has confirmed United Global Capital’s membership of the body will not be extended to accept further complaints, avoiding a repeat of the Dixon Advisory scenario.
Three of Australia’s largest financial advice groups have shared their thoughts with Money Management on whether they would include crypto on their approved product lists.
Shadow treasurer Angus Taylor has vowed to introduce a bill to legislate a raft of financial services reforms if the Coalition is elected.
Money Management examines the share price of financial advice licensees over one year to 31 March, with M&A actions in the final quarter having a positive effect for two licensees.
