Fund managers back $2.2bn Guzman Y Gomez IPO

australian-equities/IPO/Magellan/Hyperion-Asset-Management/firetrail/

Hyperion Asset Management and Firetrail Investments are among fund managers backing the upcoming $2.2 billion IPO of Mexican chain Guzman Y Gomez.

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Bridging the gap as HNW clients seek alternatives

praemium/Alternatives/asset-allocation/financial-advice/Premium-Content/

Advisers and platforms have a role to play in educating their clients with alternative investments, according to Praemium, as research finds alternative assets are set to reach US$21 trillion next year.

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The asset managers identified for strongest brand value

JP-Morgan-Asset-Management/JP-Morgan/blackrock/brand/

When it comes to their brand, BlackRock and J.P. Morgan Asset Management have been identified as the two asset management firms with the strongest brand value.

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Schroders’ Mullins on investment team merger rationale

Schroders/fixed-income/multi-asset/active-management/

Sebastian Mullins, head of Schroders’ new combined fixed income and multi-asset division, says the move is a way of “future-proofing” the business.

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Fund management founders on why they set up their business

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Three founders of fund management firms have shared what prompted them to break away and set up their own businesses.

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Which 2 licensees lead the way in share price growth?

centrepoint-alliance/Fiducian/AFSL/licensees/share-price/

Only two of the listed financial advice licensees have seen growth in their share price over the past year, half the volume in December 2023.

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Adviser AI tool hits the market

technology/artificial-intelligence/financial-advice/statements-of-advice/

A new artificial intelligence tool designed to shake up traditional financial advice business models, led by Raiz Invest founder George Lucas, has launched to the public.

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Australians delay retirement as cost-of-living surges

retirement/financial-advice/superannuation-funds/retirement-planning/

With just one-quarter of Australian workers aiming to retire by the age of 65, many are working into their 70s due to rising economic pressures, according to Equip Super.

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Private debt on the rise as investors look for income and dial down risk: Zagga

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BT offers private markets managed account on Panorama

BT-Panorama/managed-accounts/platforms/

BT is offering its first private markets managed account on the BT Panorama platform as interest in alternatives grow among high-net-worth investors.

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