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
ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test.
Quarterly Wealth Data analysis has uncovered positive improvements in financial adviser numbers compared with losses in the prior corresponding period.
Holding portfolios that are too complex or personalised can be a detractor for acquirers of financial advice firms as they require too much effort to maintain post-acquisition.
As the financial advice profession continues to wait on further DBFO legislation, industry commentators have encouraged advisers to act now in driving practice efficiency.
