FUND MANAGEMENT

Financial planning

Research house Morningstar has welcomed a new director for manager research to cover Australian and New Zealand fund managers. ...

Funds management

Platinum chief executive Jeff Peters says the firm’s turnaround strategy is beginning to demonstrate its first “green shoots” amid slowing outflows and improved investmen...

Funds management

Boutique fund manager Spatium Capital has announced consolidation plans with Singapore-based investment group Conduit Group. ...

Funds management

Funds managers are being urged by financial advisers to improve their “outdated” education and communication about alternative funds as they actively target them towards ...

Funds management

Fidelity International has looked internally to appoint a head of strategic sales and solutions for its Australian division, which is a newly created role for the busines...

Features

Money Management explores what is needed for a successful fund manager succession plan as a generation of managers approach retirement and how firms can mitigate the risk...

Funds management

Blackwattle Investment Partners has revealed it will be launching a mentorship program to empower experienced female professionals into the funds management industry....

Funds management

With the third quarter behind us, Money Management reviews the most notable M&A deals in the fund management space over the past three months....

Financial planning

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

Funds management

Magellan Financial Group has appointed a new co-manager on two of its global equity funds, including the flagship $8.3 billion Global Fund....

Funds management

ASIC has suspended the Australian financial services licence of a Melbourne fund management firm. ...

Funds management

Boutique global small and mid-cap equities manager Canopy Investors has appointed a new portfolio manager, marking the third former Magellan professional to join the fir...

Funds management

Funds under management at Magellan were largely flat in June as the asset manager reports a 72 per cent rise in performance fees for FY23–24....

Funds management

Latest analysis from Morningstar has raised concerns with four Australian asset managers, flagging their organisational issues and a less-favourable impact from interest ...

Funds management

BDMs specialising in equities and fixed income report their bonuses are coming under pressure as investors opt for alternatives but salaries can still reach as high as $4...

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