FIDANTE

Funds management

A new survey has found advisers are planning to increase allocations to global equities as well as Australian small caps in the next six months, however they believe high...

Funds management

Challenger has promoted Marco Barchmann as its new co-head of investment solutions as the firm identifies funds management as one of its core strengths....

Funds management

PM Capital has tapped experienced executive Ben Warnes for the role as it seeks to bolster its strategic sales capabilities....

Funds management

Fund manager Merlon Capital Partners has announced it has acquired the minority stake in the business previously owned by Fidante. ...

Funds management

Fidante affiliate NovaPort Capital has announced the closure of its small cap and microcap funds, citing expected declining flows....

Funds management

Markets have seen companies operating in the same sector produce very different results this past financial year, proving it’s time for active managers to shine in bottom...

Funds management

A fixed income manager has welcomed the launch of Australia’s green bond program but warns it will need to meet high standards given its lateness to join the race. ...

Funds management

Challenger has completed the sale of its Australian real estate business to Elanor Investors Group for $38 million, a reduction of $4 million, as the two firms form a str...

People & Products

Bennelong Funds Management has appointed a new global CEO to succeed Craig Bingham, following an extensive search. ...

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People & Products

Challenger has appointed Victor Rodriguez as chief executive for funds management, encompassing Fidante and Challenger Investment Management....

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Features

When investing in global equities to achieve portfolio diversification, investors should opt for those exposures which have the lowest correlation with their domestic sha...

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Funds management

Following a review by Alphinity and Fidante Partners, Alphinity Investment Management has lowered the management fees of its two global equity funds....

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People & Products

The firm will sell its 30% stake in the infrastructure boutique to European real estate asset manager Patrizia....

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Funds management

Former Platinum Asia portfolio manager Dr Joseph Lai will lead Ox Capital Management, which aims to launch a long-only and a long-short EM equity fund later this year....

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Funds management

Investors in the ActiveX Ardea Real Outcome Bond fund will have more global exposure going forward after the removal of the 25% global bond limit. ...

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MARKET INSIGHTS

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

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

5 days 20 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 11 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago