ALTERNATIVES
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...
Funds management
Increased demand for private credit has boosted assets under management at MA Financial, and the firm is viewing an “enormous opportunity” to distribute the funds in the ...
Funds management
Wealth managers are underestimating the client demand for alternatives, according to EY, and those who can integrate a full range into investment propositions stand to ga...
Funds management
Australia’s alternative investment market is set to enjoy further evolution and growth thanks to innovation overseas, predicts BlackRock and Franklin Templeton....
Funds management
The global alternative asset manager has confirmed the acquisition of IP Generation....
Financial planning
With the rise of alternatives, Praemium has found high-net-worth investors are turning to financial advisers for help weighing up the various options. ...
Funds management
State Street has shared several ETF predictions for how ETFs could grow in 2025 and beyond, including a focus on artificial intelligence and alternative investments....
Funds management
The democratisation of alternatives funds was a key reason for Barings to consider entering the Australian wealth management market, its Australian wealth distribution he...
Funds management
AUM in alternative ETFs have reached US$0.28 trillion, according to State Street, with three-quarters of advisers planning to increase their allocations to the vehicles....
Financial planning
Advisers need to closely scrutinise how much volatility exists in private assets during their portfolio construction and how this is demonstrated by the providers, accord...
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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...