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NEWS

Ralton Asset Management, July 2019 - News
Let’s face it, there are few free lunches in giving investment advice. Which makes any reward from reducing a client’s tax burden well worth the effort. For most advisers, the chance to present a tax effective investment solution to clients has strong appeal as part of the advice value proposition: the challenge is how do…
Copia Investment Partners, June 2019 - Fund update, Year End
Information relating to financial year end 2019 is now available. If you have any questions, please contact our Client Services Team: Ph: 1800 442 129 or +61 3 9602 3199 E: clientservices@copiapartners.com.au Application and redemption processing on hold - Applications and redemptions will not be processed until the distributions have been finalised. - The hold…
Copia Investment Partners, May 2019 - News
People that know me know that I love a burger. If it doesn’t work out for me as an investor it has been suggested − that with my list of 74 burger joints sampled throughout Melbourne − I may have to fall back on a career as a burger blogger. My burger odyssey began enthusiastically…
Copia Investment Partners, May 2019 - Financial planning, News
Active fund managers often talk about how they assess companies for ‘quality’ before they invest. In professional investment circles, this is a commonly used term that could almost qualify as industry jargon. But for the average Australian investor, you’d have to question how well the term ‘quality’ is really understood. It matters, because that simple…
Copia Investment Partners, May 2019 - News
Vertium Asset Management has appointed Tomas Vasquez as Portfolio Manager/ Equity Analyst, reporting to Chief Investment Officer Jason Teh. Tomas has over 15 years’ experience in equity research. Before joining Vertium, Tomas was an Equities Analyst at Investors Mutual for over four years. Tomas has also held similar roles at CBA, ABN AMRO and Aspect…
Copia Investment Partners, May 2019 - News
To cut or not cut? That is the question facing the National Australia Bank (NAB) Board. Just over a week ago, NAB announced another customer remediation provision, this time a whopping $749 million before tax for 1H19. Unsurprisingly, NAB announced a review of its dividend settings. We wrote about the looming risk of a NAB…
Copia Investment Partners, April 2019 - Australian equity
The most talked about harbinger of a recession is the inverted yield curve. Google trends show recent internet searches on “inverted yield curve recession” have reached a fever pitch. Source: Google trends It is interesting to note that in February 2005 the same search terms also reached extreme levels. Yes, a global recession did occur…
Ralton Asset Management, April 2019 - News
While providers of separately managed accounts (SMAs) benefit from high demand due to the transparency of their offering, there is a growing awareness that this comes with a greater need for more clarity and depth of reporting. Speaking at an Institute of Managed Account Professionals seminar this morning in Sydney, head of Australian equities at…
Copia Investment Partners, April 2019 - Appointments
Multi boutique fund manager Copia Investment Partners has appointed Sam Harris as Distribution Manager in its Sydney office, reporting to General Manager Distribution John Clothier. Sam has over 15 years’ experience in the wealth management industry. Prior to joining Copia, Sam spent over 8 years at Investors Mutual Ltd, where he was most recently Relationship Manager…
Ralton Asset Management, March 2019 - News
We’ve come to accept paying a higher price to be first in line to board a plane, but that’s not necessarily the case with SMA portfolios. If you are a financial adviser using SMA equity portfolios for your clients, you have the option of choosing between two types of SMA provider – a specialist or…