Bennelong to welcome 2 board members

board-of-directors/bennelong-funds-management/

| By Rhea Nath |

Bennelong Funds Management has announced new additions to its board following the retirement of chair Lincoln McMahon at the end of this year.

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board of directors

bennelong funds management

AUTHOR

Rhea Nath

Rhea L Nath is a journalist at Money Management. She has previously worked as a business reporter with Dynamic Business and journalist in the multicultural media with Indian Link Media Group. In 2022, she was named Young Journalist of the Year at the NSW Premier’s Multicultural Communications Awards.

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Former Pendal CEO joins DNR Capital board

DNR-Capital/pendal/Perpetual/

| By Laura Dew |

Funds management

Former Pendal chief executive Emilio Gonzalez will be joining the board of boutique fund manager DNR Capital in February 2025.

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DNR Capital

pendal

Perpetual

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Settlement reached in Caddick auditor class action

Melissa-Caddick/SMSF/federal-court/

| By Keith Ford |

Financial planning

A group of 31 victims of Melissa Caddick have agreed to an in-principle settlement with the auditors engaged to conduct annual audits of their SMSFs.

AUTHOR

Keith Ford

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‘How, not if’ for AI usage by fund managers

mercer/artificial-intelligence/

| By Laura Dew |

Funds management

It is a question of “how” rather than “if” asset managers will integrate artificial intelligence, according to Mercer, with 90 per cent of managers already using it or planning to use it in their investment process.

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mercer

artificial intelligence

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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All-female investment team to helm new fund

female-investors/gender-diversity/australian-equities/global-equities/

| By Rhea Nath |

Funds management

A dozen high-profile female portfolio managers have joined forces on a new equities fund which will invest in companies that deliver solid financial returns and progress gender equality in Australia.

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AUTHOR

Rhea Nath

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Verdict reached on Platinum/Regal acquisition

Platinum/regal/Regal-Partners-Limited/acquisition/

| By Laura Dew |

Funds management

Platinum Asset Management and Regal Partners have reached an agreement regarding whether to proceed with an acquisition following a period of due diligence, as Platinum outflows double to $841 million in November.

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Platinum

regal

Regal Partners Limited

acquisition

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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ASIC exam sees highest pass mark in 2 years

ASIC/adviser-exam/exam/professional-year/

| By Laura Dew |

Financial planning

Candidates waiting until they feel confident to sit the exam has helped the pass mark for the financial advice exam reach the highest since ASIC took over its administration.

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AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Client appetite grows for one-off episodic advice

investment-trends/financial-adviser/

| By Rhea Nath |

Financial planning

There is a need for advice businesses to offer flexible service models, with Investment Trends research suggesting over half of potential clients prefer one-off advice to meet their financial needs.

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investment trends

financial adviser

AUTHOR

Rhea Nath

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How much could investors recover from Shield Master Fund?

ASIC/enforcement/administration/liquidation/Deloitte/

| By Laura Dew |

Financial planning

Administrator Deloitte has shared how much Shield Master Fund investors could receive in estimated returns if the scheme is successfully wound up.

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AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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iPartners takes majority stake in Melbourne fund manager

private-credit/acquisition/

| By Rhea Nath |

Funds management

Alternative asset manager iPartners Funds Management has announced a new acquisition to support its retail presence with a majority stake in Mi Funds Management.

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private credit

acquisition

AUTHOR

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Bennelong to welcome 2 board members

AUTHOR

Rhea Nath

Rhea 's social profiles:

Former Pendal CEO joins DNR Capital board

AUTHOR

Laura Dew

Laura 's social profiles:

Settlement reached in Caddick auditor class action

AUTHOR

Keith Ford

Keith 's social profiles:

‘How, not if’ for AI usage by fund managers

AUTHOR

Laura Dew

Laura 's social profiles:

All-female investment team to helm new fund

AUTHOR

Rhea Nath

Rhea 's social profiles:

Verdict reached on Platinum/Regal acquisition

AUTHOR

Laura Dew

Laura 's social profiles:

ASIC exam sees highest pass mark in 2 years

AUTHOR

Laura Dew

Laura 's social profiles:

Client appetite grows for one-off episodic advice

AUTHOR

Rhea Nath

Rhea 's social profiles:

How much could investors recover from Shield Master Fund?

AUTHOR

Laura Dew

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iPartners takes majority stake in Melbourne fund manager

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Rhea Nath

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