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

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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

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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

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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

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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

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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?

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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

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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

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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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AFSLs urged to address cyber security vulnerabilities

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With ASIC suing FIIG Securities for alleged failures in its cyber security measures earlier this month, two firms have urged AFSLs to stay vigilant against ongoing cyber threats.

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What to know before going bespoke with managed accounts

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With a rising number of licensees opting for bespoke managed accounts, a panel of experts has shared what firms need to know before going down the custom route.

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