ALTERNATIVES
Funds management
UBS Wealth Management has shared how much of a client portfolio it believes advisers could be allocating to private markets as well as detailed the importance of switchin...
Funds management
Investment executives say the benefits of real assets for client portfolios can “absolutely” outweigh the illiquidity risk, provided there is a good understanding of its ...
Funds management
The struggle to recruit specialist expertise in alternative asset classes means senior analyst salaries are surpassing $200,000 as fund managers compete for talent, obser...
Financial planning
High-net-worth advisers seeking to grow their businesses are likely to find alternatives to be a key part of the puzzle amid investor demand, according to Praemium’s head...
Funds management
The global investment manager is understood to be seeking a larger footprint in alternatives as it eyes taking a potential stake in a private credit manager. ...
Funds management
Real Asset Management has appointed James Chapman from Aura Funds as a portfolio manager on its private credit funds. ...
Funds management
Fund manager Payton Capital, which was acquired by HMC Capital in July, has opened a new office in Western Australia and a second office in Queensland to boost its AUM....
Funds management
Funds managers are being urged by financial advisers to improve their “outdated” education and communication about alternative funds as they actively target them towards ...
Funds management
Reach Alternative Investments CEO, Sam Phillips, says its strategic alliance with HUB24 will “expedite its expansion” into the wealth market as it embarks on discussions ...
Financial planning
Platform HUB24 has taken a minority stake in an alternative investment company to design and offer a range of alternative products to financial advisers. ...
Funds management
Alternative asset manager Longreach Alternatives is launching a specialised distribution and advisory unit to meet the rising demand for alternative investment strategies...
Funds management
With research houses raising concerns about the suitability of private credit funds for retail clients, a fund manager has acknowledged greater transparency is needed to ...
Financial planning
Prime Financial Group has announced its FY24 results in what proved to be an “inflection point” for the firm, with further M&A activity and growth in the alternatives mar...
Financial planning
A risk-averse nature by licensees to alternative funds is prompting advisers to opt to carry out the investment selection themselves....
Expert Analysis
The combination of earnings stability and inflation protected earnings means infrastructure is uniquely positioned for the world we face today, where inflation remains st...
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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...