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BOUTIQUE
People & Products
The boutique strategic, investment and tax advisory firm has appointed Katie McDonald as director of advisory and manager of their recently-opened Perth office....
Funds management
The small-cap boutique is taking an alternative approach to investment by seeking those companies which have temporarily fallen out of favour with investors....
Funds management
The new manager, Skerryvore Asset Management, will partner with ex-Janus Henderson emerging market head Glen Finegan....
Funds management
Boutique fund manager, Affluence Funds Management, has announced that it has launched a new fund targeting discounted listed investment companies....
Features
More boutique managers are setting up shop as they look to get away from the lack of individuality and constraints of larger institutional fund managers, Jassmyn Goh find...
Features
As more and more boutiques are being set up, advisers should be aware of what they’re getting themselves into and will want familiarity in a potential manager, according ...
Funds management
Fund managers’ skills are being tested by Australia’s low-growth, low interest rate and low inflation market, Prime Value chief executive, Yak Yong Quek, believes....
Funds management
Boutique funds manager, Montgomery Investment Management has secured a ratings upgrade for its flagship fund, from Lonsec....
Funds management
Success does not come easily to boutique fund managers who have to jump several hurdles to find their way onto advisers’ approved product lists. ...
Funds management
Fragmentation of the advice sector will create more opportunities for boutique fund managers to prosper, experts believe. ...
Funds management
Boutique fund managers are set to benefit from fragmentation of the advice sector, with advisers breaking away from aligned groups to offer greater variety to clients....
Funds management
Boutique funds management firm, NWQ Capital Management appoints Stuart McClure as managing director to help build its distribution and product set....
Funds management
Boutique fund managers seemed to have clawed back after a post-GFC slowdown, outdoing non-boutique funds and indices over the past 20 years....
Financial planning
Boutique dealer group Bombora Advice announced two Victorian-based practices have joined it as equity partners. ...
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....