PENDAL

People & Products

Iress has appointed Cameron Williamson as its new group chief financial officer (CFO), joining from Pendal. ...

Funds management

The ASX-listed asset management firm has announced a number of changes to its board after finalising its acquisition of Pendal Group....

image
Funds management

Perpetual has confirmed it has completed the acquisition with Pendal, creating a fund manager with $200 billion in assets under management....

image
People & Products

The closure of BlackRock’s Australian ‘high conviction’ fund range is among a series of confirmed changes to the global investment manager’s Australian equities business....

image
Funds management

The ASX-listed investment manager has netted multibillion-dollar FUM growth across its global portfolio over the last quarter of its operation as an independent entity. ...

image
Funds management

Only half of the cost synergies proposed by the Pendal/Perpetual acquisition are likely to be achieved, according to Morningstar, but combined FUM could reach $283 billio...

image
People & Products

Perpetual has announced the notional appointment of the executive committee that will lead the combined group following the proposed acquisition of Pendal....

image
Funds management

Pendal’s multi-asset team have removed the risk of a low-return world from its long-term secular investment themes while adding exposure to bonds and real assets....

image
Funds management

Bonds will be a compelling asset for investors as economies near potential recession next year, according to Pendal. ...

image
Funds management

The acquisition of Pendal by Perpetual will bring client and staff attrition risk as it creates a $201 billion fund manager, according to research house IBISWorld, but th...

image
Funds management

Perpetual and Pendal have confirmed they are in discussion about a potential acquisition after Pendal rejected a bid earlier this year....

image
Funds management

Pendal Group’s funds under management have fallen by $13.9 billion in the June quarter due to fund redemptions driven by client caution and sustained market challenges....

image
Funds management

While bargains are less obvious than in March 2020, there are still opportunities in markets for a well-diversified portfolio....

image
Financial planning

Pendal has launched a campaign showing the role that advisers play in driving responsible investing, told through the stories of seven advisers....

image
Funds management

Investors should be tilting portfolios towards defensive asset cash and inflation-linked securities, says Pendal’s Michael Blayney....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Alex

Planners will be in short supply, with only 376 in FY23–24. In my experience, of this number, only around 20% to 30% wi...

6 hours ago
Peter James

As usual there is no delineation in the article between risk specialist advisers and investment specialist advisers. Thi...

7 hours ago
Mark Harris

Is he serious, improvements from legislation change, all I see is more ASIC compliance and higher costs, this government...

8 hours ago

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

1 week 5 days ago

The $280 billion Australian Retirement Trust is the first superannuation fund off the block to report its performance for the 2023-24 financial year....

3 weeks 1 day ago

Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance....

5 days 2 hours ago