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FUND MANAGER
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...
Financial planning
The founder and venture capitalists who put the reverse mortgage outfit Bluestone Group together have sold 40 per cent of the company to Dutch bank ABN Amro and another 1...
Financial planning
Franklin Templeton is looking to take advantage of its overseas market experience and knowledge to increase its presence in the Australian retail investment space by offe...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...