PORTFOLIO MANAGER

Financial planning

Former UBS small cap specialists John Campbell and Jeremy Bendeich have launched Avoca Investment Management in partnership with Bennelong Funds Management....

Editorial

Going global with your infrastructure investments can yield a more defensive portfolio, with more stable returns and lower volatility, writes Perry Lucas....

People & Products

UBS Global Asset Management (UBSGAM) has replaced one of the two portfolio managers who suddenly resigned from its small caps team last month, with another appointment on...

Financial planning

AMP Capital Investors will continue its sustainable funds strategy with Dr Ian Woods in the lead role, after Michael Anderson announced his departure last month....

Funds management

Standard & Poor's Fund Services has placed the Russell Commodities Fund 'on hold' following a changeover in the underlying manager from Macquarie Funds Group to Jefferies...

Funds management

Despite recent global events, Australian fund managers are favouring international shares over Australian equities for the first time in over two years, according to a su...

Financial planning

Micro-caps are worthy of being treated as a separate asset class, according to Acorn Capital's Paul Palumbo....

Funds management

New research from State Street Global Advisors has revealed that smaller emerging markets have outperformed the Brazil, Russia, India and China (BRIC) group of countries....

Financial planning

Standard & Poor's Fund Services (S&P) has placed two AMP Capital Investors (AMPCI) funds and the Equity Trustees (EQT) SGH Wholesale Absolute Return Trust (ART) 'on hold'...

Financial planning

Increasing confidence among companies has resulted in a 6.4 per cent growth in dividends across the equity market over the last six months, according to Russell Investmen...

People & Products

BNP Paribas Investment Partners (BNPP IP) has expanded its fixed income team in preparation for the launch of a new Australian fixed income fund....

Financial planning

Ratings on two of AMP Capital's global infrastructure securities funds will remain unaffected after the announcement that portfolio manager Manoj Patel and analyst Ryan F...

People & Products

BT Investment Management (BTIM) has appointed Justin Davey as a portfolio manager and a credit analyst in its income and fixed interest boutique....

Funds management

Russell Investments has launched its second Australian exchange-traded fund (ETF), Russell Australian Value ETF, which was developed based on the manager's research on va...

People & Products

T. Rowe Price has further expanded its Australian equities capability with a new appointment, while plans to hire another three equity analysts for its Sydney office are ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

3 days 23 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 3 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 2 days ago
moneymanagement logo