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ALTERNATIVES
Funds management
Private wealth firm Escala Partners has appointed an investment specialist to broaden its focus on alternative funds, having launched a dedicated alternatives platform in...
Funds management
With wealth managers and advisers having minimal capacity for fund research, a BNY report has found simple alternatives strategies from established providers are those wh...
Funds management
Sydney-based alternative fund manager East Coast Capital Management has formed its first advisory council as it enters its next phase of growth. ...
Financial planning
Wealth management firm LGT Crestone has appointed Darragh Kennelly as a senior investment analyst to help the firm scale its alternatives platform....
Financial planning
With an abundance of private market options coming to market, due diligence becomes increasingly important as advisers separate the wheat from the chaff, adviser Charlie ...
Funds management
Infrastructure assets are well-positioned to hedge against global uncertainty and can enhance the diversification of traditional portfolios with their evergreen character...
Funds management
Regal Partners has regained the funds under management lost after the Opthea failure to close out the financial year at $18.9 billion. ...
Financial planning
Michael McCorry, chief investment officer at BlackRock Australia, has detailed how investors are reconsidering their 60/40 portfolios as macro uncertainty highlight the b...
Funds management
Metrics Credit Partners has completed the acquisition of Taurus Finance Group and BC Investment Group as it looks to launch consumer lending arm Navalo....
Funds management
Regal Partners has announced its latest alternatives acquisition, taking a 50 per cent stake in real estate and advisory platform Ark Capital Partners ahead of a future h...
Financial planning
Private wealth manager Escala Partners has increased its alternatives allocations to more than a third in the past three years, describing the asset class as offering “fe...
Financial planning
With advisers expressing a reluctance to invest in cryptocurrency, advised clients are tending to have a smaller allocation to the asset than their unadvised peers. ...
Funds management
Wealth managers who lack expertise in alternatives could find themselves at risk of losing clients, according to iCapital, with a shift towards evergreen funds already at...
Financial planning
Private market secondaries manager Coller Capital has unveiled a new education platform to improve advisers’ and investors’ understanding of secondaries....
Funds management
High-net-worth investors and family offices are sustaining the rising demand for private equity investments, Schroders has unpacked, offering less volatility and the pote...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...