PORTFOLIO MANAGER

People & Products

Victor Windeyer will lead the development of a new healthcare investment initiative in its funds management business. ...

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People & Products

Milford Asset Management has hired Dan Simmonds to its Australian investment team....

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People & Products

Vertium Asset Management has announced the appointment of Tomas Vasquez as its new portfolio manager/equity analyst....

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Funds management

BT Panorama has added the ARCO Absolute Return Fund to the platform, providing more advisers and clients with access to the manager’s 10-year track record....

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Funds management

While indicators are currently pointing to an overweight positioning in emerging markets (EM) equities the macroeconomic environment remains hostile in the short term....

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Funds management

A new listed investment company, Tribeca Global Natural Resources, has commenced trading on the Australian Securities Exchange....

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People & Products

Ralton Asset Management has appointed Will Riggall as its new portfolio manager....

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People & Products

Australian small and mid-cap equities manager Ophir Asset Management has appointed Tim Mitchell as its new portfolio manager....

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Funds management

State Street Global Advisors has appointed Bruce Apted as its new senior portfolio manager to its quantitative equities team in Sydney....

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People & Products

Fund manager, Munro Partners has recruited experienced Jeremy Gibson to the newly-created role of portfolio manager, who would be based in Munro's head office in Melbourn...

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People & Products

IML has appointed former Milford AM staffer, Marc Whittaker, as an assistant portfolio manager to its small companies team....

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Funds management

Regal produces the second best overall return in the industry (52 per cent year on year) amid them finding ‘extremely interesting businesses’....

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Financial planning

With automated investment advice taking off in the United States over the last three to four years, Malavika Santhebennur investigates whether Australia will follow suit,...

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Financial planning

Nikko Asset Management launches new product aimed at insto market....

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People & Products

Investment management firm PIMCO has appointed Dr Laura Ryan as vice president, client analytics....

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Never miss the latest news and developments in wealth management industry

Graeme

FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...

9 hours 48 minutes ago
Ross Smith

The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...

11 hours 32 minutes ago
Greg

I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...

3 days 11 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago