PORTFOLIO MANAGER

Funds management

Allocations toward global listed property are continuing to increase within retail investment portfolios in Australia and internationally, according to Colonial First Sta...

Financial planning

Both Standard & Poor’s (S&P) and Lonsec have reviewed the ratings assigned to the Australian equities offerings from Colonial First State Global Asset Management (CFS) an...

Financial planning

For nearly a decade, Lazard Asset Management has applied its bottom up stock picking approach to the international small cap universe....

Financial planning

For boutique Australian equities fund manager, Adam Smith Asset Management (ASAM), the secret behind their success lies in the two decades of experience in its founders....

Financial planning

A Refusing to be pigeonholed into one management style, Principal Global Investors instead labels itself an opportunistic fund manager....

Funds management

Greencape Capital directors David Pace and Matthew Ryland believe their ‘best ideas’ investment strategy is key to winning this year’s Money Management/ IMCA Fund Manager...

Financial planning

Select Asset Management has moved from monthly to weekly pricing and liquidity for investors in its Select Alternatives Portfolio....

Financial planning

Scottish fund manager Martin Currie plans to launch an Australian version of its Global Alpha Fund later this year....

People & Products

After sitting on the sidelines of the funds management game for the past five years, former Portfolio Partners joint managing director David Slack has formed a new funds ...

Funds management

Principal Global Investors has officially launched a new fund that will give investors access to property securities in three of the world’s main geographical regions....

Financial planning

Abstract Long...

Financial planning

In a move to increase its focus on global investment managers, Russell Investment Group has appointed two new global managers to the Russell International Shares Fund....

Financial planning

Ord Minnett will move to further beef up its presence in the Australian asset management market by leveraging off its long-standing relationship with shareholder JP Morga...

People & Products

Russell has added T. Rowe Price International to its global opportunities fund, where it will manage 15 per cent of the established global equities fund....

Financial planning

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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...

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

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

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