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....

image
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....

image
Funds management

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

image
Funds management

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

image
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...

image
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 ...

image
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....

image
Funds management

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

image
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. ...

image
Funds management

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

image
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....

image
Funds management

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

image
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....

image
Financial planning

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

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 1 day ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 1 day ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 2 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago