Powered by MOMENTUM MEDIA
moneymanagement logo
 

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....

People & Products

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

People & Products

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

People & Products

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

People & Products

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

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....

People & Products

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

People & Products

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

People & Products

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

Funds management

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

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 1 day ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 4 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 4 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 6 days ago