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....

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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....

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Funds management

The new manager, Skerryvore Asset Management, will partner with ex-Janus Henderson emerging market head Glen Finegan....

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Funds management

Boutique fund manager, Affluence Funds Management, has announced that it has launched a new fund targeting discounted listed investment companies....

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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...

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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 ...

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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....

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Funds management

Boutique funds manager, Montgomery Investment Management has secured a ratings upgrade for its flagship fund, from Lonsec....

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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. ...

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Funds management

Fragmentation of the advice sector will create more opportunities for boutique fund managers to prosper, experts believe. ...

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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....

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Funds management

Boutique funds management firm, NWQ Capital Management appoints Stuart McClure as managing director to help build its distribution and product set....

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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....

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Financial planning

Boutique dealer group Bombora Advice announced two Victorian-based practices have joined it as equity partners. ...

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