Bringing investment specialists into the alts conversation

Alternatives/private-markets/financial-advisers/fund-managers/JPMAM/Capital-Group/

| By Jasmine Siljic |

Three commentators unpack how firms are increasingly hiring client-facing investment specialists to support financial advisers in understanding the complexities of alternative investment funds.

AUTHOR

Jasmine Siljic

Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.

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Is your name one of the most common adviser names?

CoreData/financial-advisers/female-advisers/

| By Laura Dew |

Financial planning

Five male names are shared by over 10 per cent of the financial advice industry, according to CoreData, while a female name does not appear until number 43.

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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Which listed platform enjoyed the highest FUA growth in 1H25?

platforms/HUB24/netwealth/praemium/

| By Jasmine Siljic |

Financial planning

With the results for the first half of FY25 now in, Money Management takes a look at which of the three ASX-listed investment platforms has seen the highest FUA growth.

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Jasmine Siljic

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Magellan resumes share buybacks

Magellan/Magellan-Financial-Group/Andrew-Formica/

| By Laura Dew |

Funds management

Magellan Financial Group has announced it will be resuming its share buyback program in light of the current market price.

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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‘Investigate deeper’ when choosing a research house

research-house/research-houses/bennelong-funds-management/Bennelong/

| By Jasmine Siljic |

Financial planning

Bennelong Funds Management has shared seven questions for financial advisers when they are selecting a research house for them, with a priority being to look beyond fund ratings alone.

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Jasmine Siljic

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GQG & MA Financial announce senior people moves

GQG-Partners/gqg/funds-management/appointment/

| By Jasmine Siljic |

Funds management

GQG Partners’ chief financial officer is set to depart after nearly nine years at the fund manager, while MA Financial has welcomed an independent non-executive director to its board.

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Jasmine Siljic

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Interested buyers circle to pick up Perpetual wealth division

Perpetual/KKR/M&A/morningstar/

| By Laura Dew |

Funds management

Perpetual CEO Bernard Reilly says there has been “extensive interest” in the firm’s wealth management division following the termination of the KKR deal with Morningstar stating it will be crucial to achieve the highest possible takeover premium.

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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Paradice confirms dual hires to lead wholesale distribution

funds-management/wholesale/appointment/

| By Jasmine Siljic |

Funds management

Following the recent departure of Paradice Investment Management’s head of retail distribution, the company has made two appointments from Betashares to lead its wholesale distribution function.

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Jasmine Siljic

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Bell AM completes global hunt for research director

Bell-Asset-Management/appointment/investment-research/

| By Jasmine Siljic |

Funds management

Bell Asset Management has welcomed a global investment professional into the newly created director of research and portfolio manager position, while the broader team sees a reshuffle.

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Jasmine Siljic

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Poor sales tactics deterring wealth managers from private markets

Alternatives/private-markets/MSCI/wealth-management/

| By Laura Dew |

Funds management

‘Ineffective sales methods’ have been cited as the largest barrier to private market investment by APAC wealth managers, according to MSCI, greater than the products’ illiquidity or lack of transparency.

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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