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FUND MANAGER
Financial planning
K2 Asset Management was established in July 1999 by former Hong Kong-based HSBC Asset Management director, Mark Newman and former BT executive vice-president, Campbell Ne...
Financial planning
At the Money Management Fund Manager Of The Year awards in May last year, Sydney-based Vertex Capital Management took out top honours in the new category of ‘Alternative ...
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...
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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...