BOUTIQUE
Financial planning
Compared to four years ago when the divide between boutique and large licensees were largely equal, adviser movements have seen this trend shift in light of new licensees...
Funds management
Boutique fund manager and responsible investment specialist Pella Funds Management has expanded its offering by allowing direct access to investors in New Zealand for the...
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....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...