GQG & MA Financial announce senior people moves

GQG-Partners/gqg/funds-management/appointment/

| By Jasmine Siljic |

GQG Partners’ chief financial officer is set to depart after nearly nine years at the fund manager, while MA Financial has welcomed an independent non-executive director to its board.

AUTHOR

Jasmine Siljic

Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

Interested buyers circle to pick up Perpetual wealth division

Perpetual/KKR/M&A/morningstar/

| By Laura Dew |

Funds management

Perpetual CEO Bernard Reilly says there has been “extensive interest” in the firm’s wealth management division following the termination of the KKR deal with Morningstar stating it will be crucial to achieve the highest possible takeover premium.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

View articles by Laura

Laura 's social profiles:

Paradice confirms dual hires to lead wholesale distribution

funds-management/wholesale/appointment/

| By Jasmine Siljic |

Funds management

Following the recent departure of Paradice Investment Management’s head of retail distribution, the company has made two appointments from Betashares to lead its wholesale distribution function.

AUTHOR

Jasmine Siljic

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

Bell AM completes global hunt for research director

Bell-Asset-Management/appointment/investment-research/

| By Jasmine Siljic |

Funds management

Bell Asset Management has welcomed a global investment professional into the newly created director of research and portfolio manager position, while the broader team sees a reshuffle.

AUTHOR

Jasmine Siljic

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

Poor sales tactics deterring wealth managers from private markets

Alternatives/private-markets/MSCI/wealth-management/

| By Laura Dew |

Funds management

‘Ineffective sales methods’ have been cited as the largest barrier to private market investment by APAC wealth managers, according to MSCI, greater than the products’ illiquidity or lack of transparency.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

View articles by Laura

Laura 's social profiles:

How are platforms addressing the private markets surge?

platforms/investment-trends/BT-Panorama/netwealth/HUB24/praemium/

| By Jasmine Siljic |

Financial planning

As another 32,000 HNW investors say they plan to enter the private market investment space in the next 12 months, platforms are having to “act swiftly” to strengthen their investment menu accordingly, says Investment Trends.

AUTHOR

Jasmine Siljic

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

Clime IM turnaround program leads to return to operating profit

Clime/Clime-Investment-Management/

| By Laura Dew |

Funds management

Clime Investment Management has reported a return to operating profit after a $1.6 million loss a year ago thanks to an aggressive turnaround program.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

View articles by Laura

Laura 's social profiles:

GDG shares Lonsec results post-business realignment

Generation-Life/generation-development-group/Lonsec-Research/research-house/

| By Jessica Penny |

Funds management

An increased number of products rated following the boom in private markets funds have seen revenue at Lonsec Research & Ratings rise to $21.4 million.

AUTHOR

Jessica Penny

View articles by Jessica

Jessica 's social profiles:

BML Funds to be wound up as manager departs for Platinum

Platinum/Platinum-Asset-Management/appointment/

| By Laura Dew |

Funds management

Fund manager BML Funds, which has $1 billion in assets under management, is to be wound up as its chief investment officer Ted Alexander moves to Platinum.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

View articles by Laura

Laura 's social profiles:

SMA asset boom prompts calls for fee standardisation

separately-managed-accounts/SMAs/managed-accounts/Adviser-Ratings/

| By Shy-Ann Arkinstall |

Financial planning

As assets in separately managed accounts reach $200 billion, industry stakeholders have formed a committee to standardise their fee reporting.

AUTHOR

MARKET INSIGHTS

So we are now underwriting criminal scams?...

UGC to blame for 'eyewatering' CSLR cost increase

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

Stephen Jones to retire

2 months 4 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

Adviser sees registration suspended over ROA usage

5 months ago

GQG & MA Financial announce senior people moves

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Interested buyers circle to pick up Perpetual wealth division

AUTHOR

Laura Dew

Laura 's social profiles:

Paradice confirms dual hires to lead wholesale distribution

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Bell AM completes global hunt for research director

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Poor sales tactics deterring wealth managers from private markets

AUTHOR

Laura Dew

Laura 's social profiles:

How are platforms addressing the private markets surge?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Clime IM turnaround program leads to return to operating profit

AUTHOR

Laura Dew

Laura 's social profiles:

GDG shares Lonsec results post-business realignment

AUTHOR

Jessica Penny

Jessica 's social profiles:

BML Funds to be wound up as manager departs for Platinum

AUTHOR

Laura Dew

Laura 's social profiles:

SMA asset boom prompts calls for fee standardisation

AUTHOR

Shy-Ann Arkinstall

Shy-Ann 's social profiles:

Never miss the latest news and developments in wealth management industry

Diversify to defend wealth amidst rising volatility

Navigating the AT1 hybrids transition

Small caps: An election trump card for 2025?

Drones in Defence: Reshaping Modern Warfare and its Economics

MARKET INSIGHTS

Podcast

OUR PLATFORMS AND BRANDS

EVENTS AND SUMMITS

PODCASTS

LEARNING AND EDUCATION

MOMENTUM MARKETS NETWORK

STAY CONNECTED

USEFUL LINKS

OUR PLATFORMS AND BRANDS

EVENTS AND SUMMITS

PODCASTS

LEARNING AND EDUCATION

MOMENTUM MARKETS NETWORK

LINKS

CATEGORIES

STAY CONNECTED