Retirees may need to dial up their defensive equity allocations to help protect capital

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Financial advisers may need to consider allocating more to defensive equity strategies for retiree clients to defend their income, according to Vertium Asset Management, a Copia investment partner. In its

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Vertium Asset Management hires ex IML equity analyst Tomas Vasquez

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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

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Vertium Equity Income Fund added to BT Wrap

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The Vertium Equity Income Fund has been added to BT Wrap’s IDPS and superannuation menus. “We’re delighted the fund continues to gain traction among financial advisers through its inclusion on

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Vertium Equity Income Fund added to Hub24 and FirstWrap

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The Vertium Equity Income Fund has been added to Hub24 and FirstWrap’s IDPS and superannuation menus. Launched last year, the triple-objective fund aims to deliver investors more income and higher

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New investment manager strives for holistic retirement income solution

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In partnership with Copia Investment Partners, Vertium Asset Management, founded by Jason Teh following his departure from Investors Mutual Limited (IML), has launched the Vertium Equity Income Fund, the first

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