PORTFOLIO MANAGER

Funds management

A benchmark unaware approach and an enforced risk limit are key factors that have seen SG Hiscock & Company top the Property Securities (Australia) category in this year'...

Funds management

Focusing on quality companies with high equity returns and strong balance sheets has helped set former finalist Hyperion Asset Management apart from its competitors in th...

Funds management

Independently owned boutique manager Integrity Investment Management has secured the top spot in the Australian Equities (Broad Cap) category for the second year in a row...

Funds management

The strength of T. Rowe Price’s analysts is one of the key factors in its taking first place in the Global Equities (Regional and Emerging Markets) category in this year’...

Funds management

High conviction in the quality and experience of the Mercer Australian investment team has seen it named this year’s winner of the Money Management/Lonsec Fund Manager of...

Financial planning

The world economy is unlikely to rebound to a bull market, with the share market likely to grind upwards while investors become worn out by its slow progress, according t...

Financial planning

Standard & Poor's Fund Services has placed 'sell' ratings on AXA's Wholesale Australian Equity Growth and Industrials funds following the departure of key portfolio team ...

Financial planning

Standard & Poor's has changed the ratings of three Challenger Australian equity strategies following the company’s announcement of the expansion of its boutique funds man...

People & Products

BT Financial Group has appointed former ING Investment Management (INGIM) senior portfolio manager Ron Mehmet as portfolio manager, fixed interest....

Financial planning

Challenger acquisition see launch of new boutique investment management business....

People & Products

AMP Capital Investors has grown its Future Directions Funds team in response to market growth with the appointment of senior portfolio manager Van Athukorala....

Financial planning

Former Patriot Asset Management Australian share and small companies funds have been rebranded and relaunched following the acquisition in April of the asset manager by I...

Financial planning

Standard & Poor's has assigned a 'sell' rating to the AMP Capital Small Companies Fund following the announcement that the fund's portfolio manager will resign in June....

Editorial

Hedge funds have been slammed in recent years as poor performance deemed them a disaster for investors. Despite this, Janine Mace finds the industry remains positive, wit...

Funds management

First Ironbark took the share funds, now OC Funds Management have acquired Patriot's managed accounts business....

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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. ...

5 days 1 hour 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 4 days ago

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

1 week 4 days ago
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