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FUND MANAGER

People & Products

Boutique property fund manager and developer Sovereign MF has appointed industry stalwart Colin Owens to build its distribution strategy....

Funds management

The relatively weak performance of large cap stocks and some poor decisions on individual stock selection have led researcher Morningstar to rate Macquarie’s internationa...

People & Products

Melbourne-based research house Lonsec has placed the UBS Property Securities Fund on hold, following the exit of UBS property head John Snowden to Colonial First State....

Financial planning

Industry superannuation funds have emerged as the initial winners in the early stages of Australia’s new choice of super fund environment, according to a survey conducted...

People & Products

Credit Suisse Asset Management’s head of retail distribution Chris Larsen has left his role to take up the same position at Deutsche Asset Management....

People & Products

Former senior research analyst at InvestorWeb Rodney Sebire has ended a short stint at Skandia to go to hedge fund manager Mann Investments....

Financial planning

National Australian Bank has sold a large part of its funds management operations in the United Kingdom to London-based fund manager Tilney Investment Management....

Financial planning

Specialist trading firm Tricom Equities had struck a deal with Australia’s most talked about fund manager, MIR Investment Management, to provide it with model portfolios ...

Financial planning

Investment processes have traditionally gravitated toward either quantitative or qualitative analyses, with the two disciplines rarely being combined. But MIR Investment ...

Financial planning

Glebe Asset Management is to be sold off by its owner, the Anglican Church of Australia....

Financial planning

IWL-owned research house InvestorWeb, Melbourne-based research house Lonsec and platform provider Navigator have extracted replacement funds analysts from what various in...

Financial planning

Two of Basis Capital’s funds have been rewarded with a coveted five star rating from research house Standard and Poor’s....

Funds management

Performance may be king for boutiques, but they will always remain small fry unless they can secure distribution. John Wilkinson spoke to some of the more successful bout...

Financial planning

What do you get when you cross the founder of the Asia-Pacific branch of one of the most successful fund managers in the Australian wholesale investment industry, a profe...

Funds management

Following the defection of Colonial First State’s global listed property team to Perennial, Morningstar has downgraded the CFS global property strategy to its lowest rati...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 2 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 2 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 4 days ago