FUND MANAGEMENT
People & Products
Sunny Bangia, portfolio manager and founding equity partner at the investment manager, has left the firm after eight years. ...
People & Products
A former BNY Mellon managing director has joined MA Financial with a remit to further build on its institutional investor relationships in the real estate sector, with a ...
Funds management
Pinnacle’s founder, Ian Macoun, has explained how he has structured the firm with its affiliate boutiques in order to avoid the negative impact of key person risk....
Funds management
Five finalists will battle it out to win the coveted 2023 Fund Manager of the Year award at this year’s ceremony...
People & Products
GCM Grosvenor has opened an office in Sydney and appointed Andy Lukas as managing director of its Australia and New Zealand operations....
Funds management
Investors have been cautioned about interpreting recent market rallies as being sustainable and advised to ensure their portfolios remain diversified to withstand a range...
Funds management
Fund managers across the globe continue to be bearish after the brutal start of 2022 but sentiment is no longer completely crushed, according to closely watched research....
Financial planning
The guide from the Financial Services Council provides tips and guidance on how firms could improve their gender diversity in their firm. ...
People & Products
It has appointed four new fund managers to its board and established a new board committee, the Fund Management Board Committee, to drive the strategic policy direction o...
Funds management
The payments firm is looking to collaborate in technology, geographic expansion, and future payment options with the Chinese technology giant. ...
People & Products
The Vertium Equity Income Fund has been added to Hub24 and FirstWrap’s IDPS superannuation menus....
Funds management
There are significant active management investment opportunities thanks to the increasing flow of passive index funds and ETFs, Greencape Capital believes....
Funds management
Boutique fund manager, Instreet Investments has raised more than $1 billion in funds under management since its inception in 2007....
Funds management
Hong Kong-based DFL Fund Management has successfully launched an impact fund to promote female leadership — the Delphinium Female Leadership Fund....
Funds management
The third best Australian equity fund said patience was key to outperforming the index over one, three, five and 10 years. ...
Never miss the latest news and developments in wealth management industry
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...