Two Sydney-based financial advice firms are set to join forces to create a “stronger, more resilient” advice offering with a combined AUM of $1.3 billion.
Praemium is pivoting the business to offer a “white gloves” service as it launches a three-year strategy to be the leading platform for high-net-worth advice.
Boutique fund manager Spatium Capital has announced consolidation plans with Singapore-based investment group Conduit Group.
Organisations must go beyond recruiting a diverse workforce and embed a culture of inclusion to reap the benefits, according to one executive.
The victory by Donald Trump in the US presidential election could cause fund managers to reconsider the naming of their ESG funds as the US undergoes a political backlash to sustainable investing.
A former investment manager has been sentenced in Sydney for forging performance reports related to managed discretionary account investments.
Real Asset Management has appointed James Chapman from Aura Funds as a portfolio manager on its private credit funds.
