The biggest fund manager moves of 1Q25

funds-management/asset-management/appointments/

With Q1 of the 2025 calendar year coming to a close, the Australian funds management industry has seen a range of major appointments and departures.

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Pella Funds offers direct access to NZ investors

New-Zealand/funds-management/boutique/

Boutique fund manager and responsible investment specialist Pella Funds Management has expanded its offering by allowing direct access to investors in New Zealand for the first time.

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Private markets a ‘critical factor’ to wealth managers’ success

Natixis-Investment-Managers/private-markets/evergreen/wealth-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.

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MA Financial appoints executive director

asset-management/executive-director/appointment/

The global alternative asset manager has welcomed an experienced distribution lead to its leadership team.

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Relative Return: Exploring the growing appeal of real estate debt

Podcast/Relative-Return/

In this episode of Relative Return, host Laura Dew is joined by Andrew Lockhart, managing partner at Metrics Cre

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WT Financial announces joint venture with US player

WT-Financial/M&A/Keith-Cullen/USA/

Advice licensee WT Financial has announced a 50/50 joint venture with the Australian subsidiary of a US financial advice investor.

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How wealth managers are looking to grow AUM

Natixis-Investment-Managers/Natixis/MSCI/wealth-managers/

Wealth managers will need to reach aggressive short-term goals to grow their assets under management, according to Natixis Investment Managers, but Asia-Pacific has the lowest expectations on their future growth.

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So long, farewell: Why do clients leave their financial adviser?

netwealth/financial-advisers/value-for-money/advice-fees/

Netwealth research has uncovered the top reasons why advised clients stop seeing their financial adviser, despite clients’ perception of value growing over time.

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The cost of indecision: M&A deals see rise in reverse break clauses

Bell-Financial-Group/selfwealth/M&A/Perpetual/KKR/Regal-Partners-Limited/Platinum/law/

With increased M&A taking place in financial services, law firm Ashurst is witnessing an increase in expensive reverse break clauses to ensure deals proceed successfully.

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Former GQG wholesale director joins private equity firm

gqg/GQG-Partners/EQT/private-wealth/wholesale/

GQG’s former director of wholesale markets has taken up a new role leading private wealth at a global investment company.

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