CHIEF INVESTMENT OFFICER

Editorial

The investment industry has long been criticised for being reactive in its provision of products. Perhaps this is partly the result of the long lead time in getting a new...

Funds management

The boutique created by the now defunct National Asset Management team is firing on all cylinders. John Wilkinson reports....

Financial planning

The financal services industry should abandon its focus on end-of-month performance figures with investors needing to understand quarterly data at least presents a more a...

Financial planning

When the chairman of Hunter Hall International, Peter Hall, founded the ethical fund manager back in 1994, it was a one-man band that took four years to reach $30 million...

Financial planning

MLC is not a fund manager, but a manager of managers, combining the expertise of 22 managers from around the world. Simon Segal reports....

Financial planning

The Suncorp Group has offloaded its 53 per cent interest in Hedge Funds Limited (HFL), while Hedge Funds of Australia (HFA) managing director Spencer Young has increased ...

Financial planning

Long/short funds are the darling buds of hedge funds as their strategies are “impossible to beat” and offer investors an investment “nirvana” in comparison to the strateg...

Financial planning

Counterpoint is to provide investment research and portfolio design services to the Snowball Group following incumbent research and asset consultant to the group, Dominic...

People & Products

HSBC Asset Management Australia has appointed a new head of Australian equities, Robert Hook, four months after the departure of previous equity head and chief investment...

Funds management

Select Asset Management has launched a single-manager global multi-strategy hedge fund through its joint venture with European hedge fund manager Aspect Capital, establis...

Financial planning

One of Ausbil Dexia’s five original founders, Winston Sammut, has sold his 8 per cent stake in the boutique firm to its joint venture partner, Dexia Asset Management (Dex...

Funds management

Hedge funds may have prospered from a move to absolute returns in recent years but strong performance figures are no guarantee they will continue to benefit argues Goldma...

Financial planning

AXA will offer both growth and value based funds into the retail market after kicking off a value style based Australian equity fund through Bernstein Investment Research...

People & Products

David Hartley has left his position as chief investment officer (CIO) of Mercer Trusts, after being with the Mercer Investment Consulting group for 13 years....

Financial planning

Absolute return fund manager Basis Capital Management has had its successful flagship fund made available to the retail market, with both BT and Macquarie now offering th...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

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

2 months 2 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

5 days 14 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 1 day ago