Articles tagged with 'Heathcote'

Maple-Brown Abbott appoints new business development manager

22 March 2024 - Australian-based investment manager Maple-Brown Abbott, which is represented by Heathcote Partners in New Zealand, has appointed Sophie Metcalfe as business development manager.

The rise of the digital investor

15 December 2022 - In New Zealand the average age of advisers in the financial industry is 58 with an average book of 30 million investments and everyone has one eye on the...

Sustainable funds future for new distribution business

29 January 2021 - A new fund distribution group, working with Clayton Coplestone's Heathcote business, plans to push sustainable funds only.

[Opinion] Two and two are still four

15 April 2020 - What will the financial advice and funds management look like in the post-Covid 19 world? Clayton Coplestone thinks it will look quite different.

Heathcote adds another manager to its portfolio

14 August 2019 - ASX-listed Janus Henderson Investors is looking to expand its offerings in New Zealand.

Advisers to be offered more help constructing portfolios

3 April 2019 - Morningstar's former man in New Zealand is developing a service that will help financial advisers construct portfolios from the range of managed funds available in New Zealand.

Advisers should spend more time understanding fixed interest investments

23 August 2018 - Advisers need to spend more time understanding their fixed interest portfolios, especially in this changing market environment.

Capital Group signs NZ deal

17 July 2018 - Capital Group (Australia), a wholly owned subsidiary of US-based global fund manager, Capital Group, has signed a distribution agreement with Heathcote Investment Partners for the New Zealand market.

Daintree launches NZD option

23 May 2018 - Daintree Capital is launching an NZD unit class for its Core Income Trust. It said the move came in response to growing adviser demand. Designed to deliver...

Heathcote adds a new Key Account Exec

3 May 2018 - Clayton Coplestone's fund distribution business, Heathcote Investment Partners, has replaced David Batty who left in August last year.

Fiducian offers something a bit different

16 November 2017 - India and IT are two solid investment opportunities perfectly positioned for future growth, says Indy Singh, managing director of Fiducian Investment Management.

Market wobbles 'signify need for active management'

3 November 2017 - Significant drops in price in a number of New Zealand equities this week are being held up as a sign it is a stockpicker's market.

Resignation at Heathcote

1 September 2017 - One of Heathcote Investment Partners’ key people is moving on.

Another Ozzy fund turns up

15 December 2016 - ASX-listed Fiducian Group, which runs a manage the manager investment strategy, is looking to offer its funds in New Zealand through Clayton Coplestone's...

Coplestone becomes new disciple

29 June 2015 - Clayton Coplestone's Heathcote Investment Partners, in conjunction with Apostle Funds Management, has launched the Dundas Global Equity Fund for both institutional...

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