Mercer to own BT’s $1.9bn portfolio management service

mercer/managed-accounts/BT/BT-Super/

| By Rhea Nath |

BT’s Private Portfolio Management business will transition to Mercer later this year, following the acquisition of Advance Asset Management and the transfer of BT Super.

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mercer

managed accounts

BT Super

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 Courtenay House contractor sentenced over $180m Ponzi scheme

ASIC/Ponzi-scheme/

| By Rhea Nath |

Financial planning

Athan Papoulias, former contractor to and promoter of Courtenay House investments, has been sentenced to two years’ imprisonment for his role in the Ponzi scheme.

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ASIC

Ponzi scheme

AUTHOR

Rhea Nath

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Count eyes success as significant wealth player

quality-of-advice-review/Countplus/Hugh-Humphrey/

| By Laura Dew |

Financial planning

Count’s chief executive, Hugh Humphrey, has told Money Management he hopes the firm’s rebranding will help it streamline its business as it acquires Affinia and sets out to be a significant player in wealth management.

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quality of advice review

Countplus

Hugh Humphrey

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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Is adviser experience equivalent to education?

Kaplan/FPA/AFA/phil-anderson/

| By Jasmine Siljic |

Financial planning

In light of the recent experience pathway consultation, former AFA chief executive Phil Anderson has debated whether 10 years of experience can be comparable to a university degree.

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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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Responsible investors driven by convenience and pragmatism

ESG/ESG-investments/netwealth/

| By James Mitchell |

Funds management

New data has revealed that while more Australians are investing responsibly, those who are sceptical of ESG have hardened their stance.

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ESG

ESG investments

netwealth

AUTHOR

James Mitchell

James Mitchell is a senior financial services reporter with over ten years experience. He has covered the Murray Inquiry, the Hayne royal commission and the evolution of Australia's financial intermediary sectors since 2011, with a focus on banking, superannuation, mortgages and wealth management.

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GQG approaches US$100bn FUM

GQG-Partners/flows/fund-flows/

| By Laura Dew |

Funds management

Funds under management at GQG Partners are approaching US$100 billion thanks to inflows of more than US$5 billion since the start of 2023.

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GQG Partners

flows

fund flows

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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Hindenburg disaster: Icahn, Jefferies and the ‘Ponzi’ hand grenade

Donald-Trump/research/activist-investors/

| By James Mitchell |

Funds management

Iconic investor Carl Icahn’s $15 billion conglomerate lost 40 per cent of its value last week following the publication of a damning report by Hindenburg Research.

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Donald Trump

research

activist investors

AUTHOR

James Mitchell

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Where are managers making their equity and fixed income allocations?

Schroders/lonsec/Lonsec-Research/

| By Laura Dew |

Funds management

Fund managers at the recent Lonsec Symposium have shared their thoughts on where investors should seek their equity and fixed income exposure in portfolios.

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Schroders

lonsec

Lonsec Research

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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No relief in sight for risk assets: BlackRock

equities/blackrock/maple-brown-abbott/

| By Charbel Kadib |

Funds management

The “old playbook” of “buying the dip” does not apply in the current economic environment, with risk assets unlikely to benefit from rate relief any time soon, according to the global asset manager.

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equities

blackrock

maple brown abbott

AUTHOR

Charbel Kadib

Charbel is an experienced financial services journalist, previously serving as news editor of The Adviser and Mortgage Business. Prior to joining Money Management, he also covered defence and national security developments as news editor of Defence Connect, Cyber Security Connect, and Space Connect. Charbel graduated from the University of Notre Dame with a double major in politics and journalism.

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How will the inflation storm affect infrastructure and real estate?

global-listed-infrastructure/REITs/inflation/cpi/

| By Rhea Nath |

Editorial

With initial signs that inflation might have passed its peak in Australia, portfolio managers have share

Read more about:

global listed infrastructure

REITs

inflation

cpi

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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AUTHOR

Rhea Nath

Rhea 's social profiles:

Former Courtenay House contractor sentenced over $180m Ponzi scheme

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Rhea 's social profiles:

Count eyes success as significant wealth player

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Laura 's social profiles:

Is adviser experience equivalent to education?

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Jasmine 's social profiles:

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James 's social profiles:

GQG approaches US$100bn FUM

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Laura 's social profiles:

Hindenburg disaster: Icahn, Jefferies and the ‘Ponzi’ hand grenade

AUTHOR

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James 's social profiles:

Where are managers making their equity and fixed income allocations?

AUTHOR

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Laura 's social profiles:

No relief in sight for risk assets: BlackRock

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Charbel 's social profiles:

How will the inflation storm affect infrastructure and real estate?

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Rhea 's social profiles:

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