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 launched court proceedings against the responsible entity of three managed investment schemes with around 600 retail investors.
There is a gap in the market for Australian advisers to help individuals with succession planning as the country has been noted by Capital Group for being overly “hands off” around inheritances.
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager.
Having peaked at more than 40 per cent growth since the first M&A bid, Insignia Financial shares have returned to earth six months later as the company awaits a final decision from CC Capital.