FUND MANAGER

Financial planning

UBS Asset Management may not be the oldest name in the local market but, ironically, has been working at establishing a solid presence for over fifteen years....

Financial planning

Selling short has been the key to Platinum Asset Management’s winning performance in 2000, says investor services manager Liz Norman....

Funds management

Strong capabilities across all sectors in all market conditions has propelled Credit Suisse Asset Management (CSAM) to the top spot in the multi-sector category....

Editorial

The world over it has been a particularly volatile period in fixed-interest markets. ...

Financial planning

The finalists for the Money Management/ Assirt Fund Manager of the Year award have been decided. Jason Spits looks at who will contend for top honours after a turbulent y...

Financial planning

The relationship between financial planners and dealers is under fire. The effects of the upcoming Financial Services Reform Bill (FSRB) combined with that of the Aliena...

Policy & Regulation

It wasn’t that long ago that news of the Ralph report dominated the financial press. Contentious issues for our industry included the initial consideration of treating co...

People & Products

Anthony Patterson, who joined Colonial First State in January as distribution manager, has moved to Perennial Investment Partners....

Financial planning

Rothschild has launched two ethical investment funds which aim to outshine other funds on the market in terms of transparency of ethical bias to investors....

Financial planning

Two new global equity funds have hit the market today with the introduction of Merrill Lynch Investment Manager’s (MLIM) Global Titans Fund and Global Small Cap Fund, the...

Top 100

Last year’s <I>Money Management Top 100</I> survey revealed that of the largest dealer groups that make up that number, 40 were independently owned. Nicole Szollos spoke ...

Funds management

Australian Unity has revamped its property portfolio management and appointed a new head of property....

Financial planning

Equity Trustees has launched a range of new funds, including an indexed property fund and an Australian equities ethical fund....

Funds management

Colonial First State Investment Managers will be expanding its alternative asset management to include multi manager hedge funds by the second half of the year....

Financial planning

Europeans are to be the dominant global investors in the next five years, according to HSBC head of European equities Chris Rice....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

3 weeks 2 days ago

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

4 weeks 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. ...

1 week 1 day 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. ...

3 days 21 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

3 days 1 hour ago