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PORTFOLIO MANAGER
Funds management
A former Vanguard Investment Australia Ltd portfolio manager will serve at least eight months in jail after pleading guilty to personally profiting from trades he made at...
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. ...
Financial planning
A former Vanguard Investments Australia portfolio manager has pleaded guilty in the Supreme Court of Victoria to misusing his position and benefiting by about $600,000....
Editorial
For investors wanting a healthy mix of yield and stability, listed infrastructure could be the way to go, writes Jonathan Reyes. ...
Financial planning
Bob Van Munster will retire from Tyndall Asset Management later this year after almost 40 years in the financial services industry. ...
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...