PRIVATE MARKETS

Financial planning

Private wealth manager Escala Partners has launched an end-to-end investment platform to strengthen its alternatives capability as clients seek sophisticated vehicles. ...

Funds management

Index provider MSCI has unveiled two measures to make it easier for financial advisers and wealth managers to access transparent insights into private assets. ...

Funds management

Vanguard has announced a strategic alliance with two US alternative asset managers to develop multi-asset solutions for financial advisers which combine public and privat...

Funds management

Lonsec and SQM Research have highlighted manager selection as a crucial risk for financial advisers when it comes to private market investments, particularly due to the c...

Funds management

Private markets secondaries specialist Coller Capital has appointed an Australian and New Zealand director who will work closely with private wealth managers and family o...

Funds management

With BlackRock recently combining both private and public markets in a single managed account for US investors, commentators explore the challenges and opportunities of d...

Funds management

Money Management understands Natixis Investment Managers is planning to launch its own private asset product for the Australian retail market....

Financial planning

Holding portfolios that are too complex or personalised can be a detractor for acquirers of financial advice firms as they require too much effort to maintain post-acquis...

Funds management

Fund managers may be operating in a squeezed environment, but a salary guide shows they are willing to pay up for specialist talent to diversify their fund range....

Funds management

Reach Alternative Investments has entered into a strategic partnership with Russell Investments to bolster its wholesale private markets offering for financial advisers a...

Funds management

The alternative investment manager has signalled its intentions to repackage an existing fund into a second private equity vehicle, targeting both listed and unlisted opp...

Funds management

Nearly half of wealth managers across the globe say offering access to private market funds is integral to their growth plans, Natixis Investment Managers has uncovered....

Funds management

BlackRock, in collaboration with iCapital and GeoWealth, has unveiled a model portfolio that delivers access to both private and public market assets in a single account,...

Funds management

As private credit funds face further scrutiny, a Perpetual portfolio manager has highlighted key questions for investors to ask when considering these investments....

Features

The rise of private credit funds is giving research houses cause for concern about their viability for retail and wholesale investors and necessitating changes to their r...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 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 ...

3 months ago

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

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago