PORTFOLIO MANAGER

Financial planning

Mercer appoints infrastructure veteran, Farhad Billmoria, to key role. ...

Editorial

While simplicity in the multi-fund sector is widely regarded a thing of the past, the fundamental investment principles that guided the success of multi-funds still apply...

Financial planning

Neuberger Berman expands Asia/Pacific team with hire for former Perennial staffer, Anton Kwang....

Funds management

Melbourne-based boutique advice group, DFS Advisory, is offering its new portfolio management service to help advisers avoid "nasty surprises". ...

Funds management

A philosophy of finding companies that can deliver earnings over and above consensus market expectation has seen Ausbil MicroCap Fund win the Australian Equities (small c...

Funds management

A comprehensive ethical screen that delivers a true-to-label product meant Perpetual’s Ethical SRI Fund took out the Money Management/Lonsec Fund Manager of the Year Awar...

Funds management

Macquarie’s Asia New Stars No.1 Fund has won the global equities (regional and emerging markets) category at this year’s Money Management/Lonsec Fund Manager of the Year ...

Funds management

Lazard’s strict application of its 'preferred infrastructure’ paradigm has delivered outstanding results and is one of the central factors that helped it win the Property...

Funds management

Taking the opposite route to its counterparts was instrumental in Platinum Japan Fund taking the Equities (Long Short) winning accolade at the Money Management/Lonsec Fun...

Financial planning

Sydney-based manager Redpoint has picked up an Australian shares mandate from MLC....

Editorial

Boutique fund management firms can offer lucrative rewards for investors, but first some key questions need to be asked, writes Cathy Hales. ...

Financial planning

Manny Pohl’s ECP Asset Management establishes national office in Sydney and expands investment team....

Financial planning

PM Capital’s Emerging Asia Fund gains inclusion on another platform....

Financial planning

Neuberger Berman Group has announced the expansion of its global high-yield team with the appointment of Andrew Wilmont as lead European high-yield portfolio manager. ...

Editorial

For investors wanting a healthy mix of yield and stability, listed infrastructure could be the way to go, writes Jonathan Reyes. ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 4 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 1 day ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 3 days ago