COPIA INVESTMENT PARTNERS

Financial planning

Copia Investment Partners has appointed Mac Dinsmore as distribution manager, working with wholesale clients. ...

Financial planning

Independent investment manager Copia Investment Partners has appointed Adam Tweedale to its distribution team, working with advisers across Victoria, Western Australia, a...

People & Products

Vertium Asset Management has announced the appointment of Tomas Vasquez as its new portfolio manager/equity analyst....

image
People & Products

Multi boutique fund manager Copia Investment Partners has appointed Sam Harris as distribution manager in its Sydney office....

image
People & Products

Copia Investment Partners has appointed Matt Roberts as its new distribution manager in its Sydney office....

image
People & Products

Copia Investment Partners has hired Anthony Pesutto has general manager, marketing in its Melbourne office. ...

image
People & Products

Copia Investment Partners has announced the appointment of Mani Papakonstantinos to the role of distribution manager covering Victoria and Western Australia....

image
Funds management

Lazard Asset Management has announced the opening of its new office in Melbourne which will help expand its sales and distribution operations in Australia....

image
People & Products

Ralton Asset Management has appointed Will Riggall as its new portfolio manager....

image
People & Products

Copia Investments Partners has appointed Michael Voskresensky to the newly created role of chief financial officer....

image
People & Products

The Vertium Equity Income Fund has been added to Hub24 and FirstWrap’s IDPS superannuation menus....

image
Funds management

Copia Investment Partners’ new investment manager, Veritum Asset Management has launched its Equity Income Fund aimed at retirees....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 3 days ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

3 days 9 hours ago

ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....

1 week 2 days ago