MERLON CAPITAL PARTNERS

Funds management

Two fund managers have shared how they look to exploit psychological biases in their portfolio construction and the behavioural traits at work when investors flood into s...

Funds management

In the latest Meet the Manager profile, Money Management speaks with Merlon Capital portfolio manager and principal Andrew Fraser about setting up a fund manager in the w...

People & Products

Boutique Australian equity fund manager Merlon Capital Partners has appointed Rebecca El-Khoury as sustainability manager....

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Funds management

Sustainable dividends, a non-benchmark approach to selecting companies, and stock-specific hedging can help manage risks while generating equity income, according to Merl...

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Funds management

An AMP shareholder has called on other shareholders to reject the company chair, David Murray’s, election bid at next month’s AGM, saying that AMP’s decision to divest fr...

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Life/Risk

AMP Limited has pointed to an Australian Securities Exchange decision as vindicating the nature of its insurance sale transaction with Resolution Life....

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Features

While the sector has put in an impressive performance over the past couple of years, even the most highly regarded players in the space can destroy cash. Caution is there...

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

6 days 19 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

6 days 20 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago