Mason Stevens taps Citi for custody services

Citi-Australia/Mason-Stevens/

| By Rhea Nath |

The wealth platform has announced it is partnering with Citi Securities Services for custody and funds administration services as it looks to expand its offerings.

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Citi Australia

Mason Stevens

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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Small-cap manager departs Perpetual after 20 years

Perpetual/Pendal-Group/small-cap/australian-equities/

| By Laura Dew |

People & Products

Perpetual small-cap manager, Jack Collopy, is to depart the asset manager after more than 20 years and the firm has appointed two co-portfolio managers to take over.

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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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Why successful EM investors need 'emotional grit'

fidelity/emerging-markets/China/

| By Jasmine Siljic |

Funds management

Despite its history of volatility, emerging markets offer rewarding returns for investors with long-term “emotional grit”, says this Fidelity investment director.

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fidelity

emerging markets

China

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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Industry veteran to depart Janus Henderson

Janus-Henderson/investment-strategy/NAB/

| By Laura Dew |

People & Products

Investment strategist Frank Uhlenbruch is to leave Janus Henderson after almost 30 years.

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Janus Henderson

investment strategy

NAB

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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Addressing ESG concerns on the ASX 200

ESG/ASX200/WaveStone-Capital/

| By Jasmine Siljic |

Funds management

With sustainable investing becoming increasingly popular, 80 per cent of ASX 200 companies now link remuneration to ESG outcomes.

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ESG

ASX200

WaveStone Capital

AUTHOR

Jasmine Siljic

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Are younger fund managers in over their heads?

interest-rates/RBA/inflation/viridian/

| By James Mitchell |

Funds management

A whole generation of investment managers – and some central bankers – are navigating an economic landscape they have never experienced.

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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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New CEO appointed at ClearView Wealth

ClearView/ClearView-Wealth/

| By Laura Dew |

People & Products

ClearView Wealth has appointed a new chief executive as managing director, Simon Swanson, departs after 12 years.

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ClearView

ClearView Wealth

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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Momentum launches new financial services podcast

financial-services-industry/CIO/

| By James Mitchell |

People & Products

Money Management is pleased to announce the launch of a new weekly podcast that explores the people, products and strategies shaping Australia’s financial services industry.

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financial services industry

CIO

AUTHOR

James Mitchell

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Australian clients unhappy with advisers’ communication

Business-Health/communication/client-relationships/

| By Jasmine Siljic |

Financial planning

According to a Business Health survey, clients are dissatisfied with their adviser’s communication due to insufficient frequency and a lack of personalisation, and those firms that communicate more experience higher profitability.

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Business Health

communication

client relationships

AUTHOR

Jasmine Siljic

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Australia’s $250bn Future Fund returns to active equity management

Future-Fund/equities/active-management/Small-caps/

| By Laura Dew |

Funds management

The $250 billion Future Fund is moving back to active management for its equity allocations, six years after stating it was “nigh on impossible” for active managers to add value over and above their fees.

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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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Momentum launches new financial services podcast

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