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ASSET MANAGEMENT
Financial planning
Investment and advisory boutique Grange Securities is planning to expand its wealth and asset management services following its acquisition by global investment bank Lehm...
Funds management
Select Asset Management has extended its reach into the retail arena, launching a new product aimed at giving retail investors access to unlisted private equity investmen...
Funds management
A joint venture between UK-based financial services group Dawnay, Day and local investment managers Les Walden and Jonathan Ramsay aims to bridge the gap between institut...
Financial planning
K2 Asset Management’s Australian Absolute Return Fund has been awarded a five star rating by Standard & Poor’s....
Financial planning
Allco Finance Group’s funds management division is targeting more than $2 billion in new funds under management by the end of the 2006-07, following its merger with Recor...
Financial planning
Wealthtrac has almost doubled in size after being selected as the successor fund platform for Credit Suisse Super and Pension Plan....
Financial planning
A review of its existing transfer agency and fund administration services arrangements has seen Goldman Sachs JBWere Asset management select RBC Dexia Investor Services t...
Editorial
A net profit of $7 million by its financial planning arm, including Genesys Wealth Advisers, has helped Challenger lift its group net profit by 12.3 per cent to $134.3 mi...
Financial planning
MULTI-boutique manager Advance Asset Management has announced that its Advance Global Alpha Fund is now available on Macquarie Wrap and ING’s PortfolioOne....
Financial planning
Challenger Financial Services has restructured its corporate reporting system to reflect the activities of its funds management and financial planning businesses (includi...
Financial planning
The Commonwealth Bank of Australia’s fund management arm Colonial First State Asset Management has announced a joint venture with China Cinda Asset Management Corporation...
Financial planning
Boutique Australian equities manager Hyperion Asset Management’s entry into the wholesale arena has been strengthened with the news it has been awarded a $230 million man...
People & Products
The man who established Portfolio Partners Limited in 1994, Keith Ince, has been appointed executive vice chairman and head of asset management in Australia by Credit Sui...
Funds management
Analysts are predicting that losses are imminent for fixed interest markets, while bull markets in Australian equities will continue unabated for years to come....
Financial planning
There’s no lack of motivation to invest in a international equity fund currently, but decidedly less information about which funds to invest in. Local research on interna...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...