FUND MANAGER

Financial planning

St.George-owned Ascalon Capital Managers has taken a 25 per cent equity stake in Victoria-based boutique fund manager First Samuel, taking the group’s equity positions in...

Financial planning

Boutique property fund manager MacarthurCook Investment Managers has been given an encouraging assessment by Assirt, but the research house raises concerns over the risk...

Financial planning

IOOF has appointed a new group head following a five month search to replace incumbent managing director Rob Turner, who is scheduled to depart at the expiration of his c...

Financial planning

Newly launched retail distribution group The Private Collection has launched its second fund - an income fund offered by boutique fund manager Westpoint Corporation....

Financial planning

Managed funds research house Assirt has restructured its research analysts along sector lines ahead of a recategorisation of some funds....

Superannuation

OFM Investment Group is set to increase its product manufacturing capabilities with plans to launch a number of offerings specifically focusing on post-retirement product...

Funds management

Pengana Capital is set to launch a series of hedge funds after striking an agreement with Chicago-based hedge fund manager HFR Asset Management LLC (HFR) to offer a colle...

Financial planning

IOOF has settled its long running dispute with the management team at Perennial Value Management following the striking of a deal to give the latter’s executives more con...

Financial planning

Ethical fund manager Glebe Asset Management has received its first round of rating from research house Assirt with business management, operating capabilities and Austral...

People & Products

Boutique property fund manager MacarthurCook Investment Management has completed the second part of an executive search commenced last year for two senior staffers, with ...

Funds management

Modern Australian fund managers are significantly more risk averse and likely to end up following the consensus view with regard to investment strategy compared to their ...

Financial planning

Following a turbulent year for senior management and IOOF’s Australian stock market listing in December 2003, IOOF/Perennial has been issued with a ‘competent’ rating on ...

Financial planning

High net worth and institutional fund manager Peters MacGregor Capital Management has opened its global portfolio to retail investors for the first time through the launc...

Funds management

Boutique unlisted commercial property manager SAITeysMcMahon has launched an open-ended child care trust that intends to raise $23.5 million from investors....

Financial planning

A collection of positive ratings have been bestowed by research house Assirt on fund managers AXA and ABN Amro, with most of their fund sectors and management capabilitie...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

1 week 5 days ago