Ross Kelly

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Funds management

12 January 2006

Large industry fund Vision Super has increased its asset allocation to international equities at the expense of Australian stocks, fixed interest and cash....

Financial planning

12 January 2006

MIR moves into IMAs

Specialist trading firm Tricom Equities had struck a deal with Australia’s most talked about fund manager, MIR Investment Management, to provide it with model portfolios ...

Financial planning

12 January 2006

More acquisitions for Investor Group

Listed accountancy and financial planning firm Investor Group has continued its rapid expansion along the south eastern seaboard by acquiring two more accountancy busines...

Financial planning

11 January 2006

Kennett predicts more equity release failures

Former Victorian Premier Jeff Kennett has warned that some current reverse mortgage providers will fail in what he predicts will be a burgeoning market. His warning came ...

Financial planning

11 January 2006

Former HSBC head rears new boutique

A new Melbourne-based boutique Australian equities manager claims to have achieved a 47 per cent return with its inaugural fund....

Financial planning

11 January 2006

Dutch courage for Bluestone

The founder and venture capitalists who put the reverse mortgage outfit Bluestone Group together have sold 40 per cent of the company to Dutch bank ABN Amro and another 1...

Financial planning

11 January 2006

Ex-Challenger trio raise Trilogy

A new boutique fund manager set up by three former Challenger Financial Services senior executives has seen its first property syndicate successfully filled....

Financial planning

11 January 2006

Macquarie launches risk platform, lists media fund

Macquarie Bank’s advisory services division has announced the creation of a new risk platform, just weeks after Sydney-based Straight Through Solutions became the first A...

Financial planning

11 January 2006

Income funds a winner for Aust Unity

The investment division of insurance provider Australian Unity performed strongly in 2005, increasing its funds under management to over $3 billion for the 2005 calendar ...

Financial planning

10 January 2006

Basis and CFS top in international fixed interest

Basis Capital and Colonial First State manage the two best Australian funds in the international fixed interest space according to boutique research house Zenith....