RQI Investors confirm dual research hires

realindex/First-Sentier-Investors/appointments/

RQI Investors, an active quantitative equities manager within First Sentier Investors Group, has bolstered its research team with two appointments.

AUTHOR

‘Textbook succession plan’ stems Magellan infrastructure outflows

Magellan/Magellan-Financial-Group/departure/

According to Magellan, departing head of investment, Gerald Stack, has enacted a “textbook succession plan” which has helped reduce forecasted outflows from his infrastructure division.

AUTHOR

Payton Capital creates head of credit role

Alternatives/private-credit/funds-management/

Payton Capital has appointed a head of credit to its ranks, representing a key step in its growth strategy as it builds out its private credit platform under HMC Capital.

AUTHOR

Perpetual scraps KKR deal

Perpetual/KKR/

Perpetual has made a major announcement about its deal with KKR after an independent expert ruled it would not be in the best interest of shareholders.

AUTHOR

‘Clear skies ahead’ for Clime IM after cost out completion

Clime/Clime-Investment-Management/board/appointments/infocus/Madison/

Clime’s disposal of advice licensee Madison “needed to happen yesterday”, managing director Michael Baragwanath has told Money Management, as he concludes a severe cost-out period at the business.

AUTHOR

What is AFCA ruling on UGC determinations?

AFCA/CSLR/compensation/complaints/

With United Global Capital expected to constitute a substantial portion of CSLR compensation in FY25–26, what has AFCA ruled in its determinations on the company so far?

AUTHOR

Viola Private Wealth welcomes inaugural CIO

wealth-management/chief-investment-officer/appointment/

As Viola Private Wealth continues on its growth trajectory, the wealth management firm has appointed a seasoned investment professional to be its first chief investment officer.

AUTHOR

MA Financial sets its sights on $15bn AUM

private-credit/funds-management/private-markets/Alternatives/

MA Financial’s AUM surpassed $10 billion in its 2024 full-year results, as the alternative asset manager looks to achieve $15 billion in AUM by the end of next year.

AUTHOR

Mindset shift needed among advisers to maximise AI potential

artificial-intelligence/financial-advisers/vanguard/advice-technology/

Financial advisers who wish to implement artificial intelligence in their practices need to undergo a change in their mindset as to how they use technology.

AUTHOR

HUB24 maintains top platform position for 3rd year

investment-trends/platforms/HUB24/netwealth/

Investment Trends has named HUB24 as the top investment platform in terms of overall functionality for the third year in a row.

AUTHOR

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