Family office investment management firm wins inaugural investment industry award

Alvia Asset Partners has has been named the 2023 Boutique Investment Manager of the year for their Managed Accounts at the Institute of Managed Account Professionals Awards.

How Alvia’s investment committee helped deliver significant outperformance

Investment committee members bear an immense responsibility. With a core belief asset allocation is the most important determinant of portfolio returns, Alvia’s IC has established a rigorous set of investment principles to frame decision making, assess investment opportunities and monitor portfolio performance.

Alvia appoints first CEO

Family office investment management firm Alvia Asset Partners has appointed Nathan Robertson as its first Chief Executive Officer to help drive business growth.

“Damning poll reveals 77 per cent want RBA boss Philip Lowe to resign over interest rate fiasco”: news.com.au

While the fallout from Philip Lowe’s interest rate “apology” continues to grow, not everyone agrees with those calling for the RBA boss' resignation. While most concede Lowe let himself down by...

Brisbane Investment Firm Defies Expectations, National Finalist For Top Gong Again

This is the second consecutive year that Alvia Asset Partners has been nominated as a finalist in the awards, which recognises excellent practice among advice firms and investment providers across Australia.

“Reporting season round up: winners and losers”: Alvia Asset Partners’ Chris Scarpato talks to ausbiz show ‘The Open’

Chris Scarpato shares his take on the reporting season's winners and losers with ausbiz anchors Nadine Blayney and Kara Ordway.

“You’re fired”: We sacked our biggest client and would do it again: Inside Small Business

How ‘stepping up’ and making the hard decision to sack a big client (and taking the inevitable financial hit) can turn into a bonus, helping a business grow, retain staff, entrench firm values and...

“Former QIC CIO Coaxed Out Of Retirement”: Industry Moves

Former QIC CIO Jim Christensen has been appointed chair and independent member of Alvia Asset Partners' investment advisory committee following his retirement late last year.

“Jim’s New Gig”: The Courier-Mail

Former QIC CIO Jim Christensen has been appointed chair and independent member of a boutique Brisbane-based firm’s investment advisory committee following his retirement late last year.

“Alvia appoints recently retired and industry admired Jim Christensen to Chair Investment Committee”

Former QIC CIO Jim Christensen has been appointed chair and independent member of a boutique Brisbane-based firm’s investment advisory committee following his retirement late last year.

“Why Platinum still looks like a gold medal”: AFR Letter to the Editor

Jonathan Shapiro’s analysis piece: (“Is Platinum a great value play or a value trap?“, February 7) acknowledges there have been some perceived “false dawns” with respect to value investing and explains why Platinum might be seen as a “value trap”, but the opposite is true.

“Market awash with products to meet demand”: AFR

Investors should be wary of research about ESG published by fund managers when the research serves their interests. Without a centralised body dictating what qualifies as pro-ESG...