Simon Segal

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Financial planning

30 Oct

Staying positive in tough times

Defying the broader equity market trend that has seen two years of decline, Perpetual Investments has continued to generate positive returns in its Australian equity fund...

Financial planning

01 Oct

MLC: Managing the managers

MLC is not a fund manager, but a manager of managers, combining the expertise of 22 managers from around the world. Simon Segal reports....

Financial planning

14 Apr

Risk advisers find Guardian under Promina

Guardian Financial Planning was created as a haven for risk-based advisers in the face of the Financial Services Reform Act (FSRA) and, as Simon Segal writes, the group h...

Financial planning

25 Mar

A model of diversity

Not many fund managers can claim to have escaped the industry shake-out over the past two years. But Macquarie Funds Management is one of them. Simon Segal reports....

Financial planning

03 Feb

The rise and rise of Associated Planners

Australian Planners Financial Services (APFS) will turn over $55 million this financial year through its nationwide network of 200 advisers in 90 member firms....

Financial planning

03 Oct

The big deals of the Top 100

The Top 100 Dealers Survey is punctuated by the moves of dealer groups, which are often the result of large wallets and large deals. SIMON SEGAL looks at what went down b...

Financial planning

03 Oct

New name but same focus for Top 100 debutante

One of the biggest moves in planning this year has been the emergence of Centrestone. SIMON SEGAL reports....

Financial planning

06 Dec

Bridgeport plans for next level of advice

Bridgeport executive director Robert MC Brown is frustrated when Bridgeport is described as a dealer group as he says that view ignores the essence of the group and where...

Financial planning

03 May

Stock selection rules the roost

In the year of the tech-wreck in global equity markets, declining interest rates and a slowing global economy, those fund managers who stuck to investment fundamentals ha...

Funds management

03 May

Fund Manager of the Year

Strong capabilities across all sectors in all market conditions has propelled Credit Suisse Asset Management (CSAM) to the top spot in the multi-sector category....