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Financial planning
Perpetual has moved to combine its personal financial services and investment (excluding asset management) divisions into a new single entity under one management structu...
Financial planning
Deutsche Bank intends to boost its service offering to high net worth clients with the appointment of Anthony Fasso into a newly created role as a director within its Aus...
Financial planning
Shareholders of listed investment company Bentley Equities - previously BT Global Asset Management - will indirectly vote early in the new year on whether to appoint Cons...
Financial planning
Challenger Financial Services will allocate 25 per cent of funds flowing into its soon-to-be-launched Boutique Australian Share Fund to 452 Capital. The move allows inves...
Editorial
Since opening its first office here in 1974, Deutsche is enjoying its decision not to own its distribution, with many of its products selling themselves with strong retur...
Financial planning
Boutique fund manager MMC Asset Management and HGL Limited have joined forces to launch a listed investment company seeking to avoid the “herd mentality” of some fund man...
Financial planning
Despite moving away from funds management and returning to its risk-based roots, Tower Australia is forging ahead in forming its newly created asset management group, app...
Financial planning
The total retail assets under management in Asia, excluding Japan, will exceed US$500 billion by 2007, making it one of the fastest growing asset management marketplaces ...
Financial planning
Macquarie Funds Management now has almost $6 billion invested in Asian joint ventures after taking a 40 per cent stake in Taiwanese boutique fund management firm United S...
People & Products
Principal Global Investors has announced the appointment of former Schroder Investment Management head of sales and marketing, Alex Francois, as director of institutional...
Editorial
Despite growing assets under management by some $1 billion over the past year, Citigroup Asset Management (CAM), the Australian asset management business of the US-based ...
Funds management
UBS Global Asset Management (GAM) has been awarded the top prize in the property category in the Money Management/Assirt Fund Manager of the Year Awards....
Financial planning
Absolute Capital has completed a management buyout of its minority shareholder Martplace (formerly AM Financial), and plans to take full control of the company by buying ...
Editorial
There is a lot of interest at the moment in Separately Managed Accounts (SMAs) - also known as Individually Managed Accounts - and their imminent coming of age....
Financial planning
The Treasury Group has flagged the possibility of setting up a listed investment company to expand further into the financial services and boutique funds management secto...
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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...