fund manager

Financial planning

Meeting to oust City Pacific going ahead despite injunction

Rival fund manager Balmain Trilogy aims to replace City Pacific as fund manager, 97 per cent of votes received in favour....

Financial planning

Barclays aims to get closer to clients

Relative newcomer to the Australian marketplace Barclays Capital remains upbeat about its expectations for growth in a recessionary environment. JAYSON FORREST spoke to i...

Rate the raters

Rate the raters 2009: The seeds of a new status quo

Amid increased industry scrutiny and some criticism, considerable changes are taking place in the research house universe. AMAL AWAD reports....

Financial planning

My, how times have changed

In the 15 years since I linked up with Bodinnars Financial Planning, now part of the Fiducian Group, a myriad of changes have taken place in our industry. ...

Financial planning

Ratings house recommendation should not be viewed in isolation

Future Fund general manager Paul Costello has placed ratings house recommendations in perspective, telling a Parliamentary committee they should not be viewed in isolatio...

Funds management

Fund manager benefits from ESG investing

Fund manager Maple-Brown Abbott points to benefits flowing from ESG investing when it is done well....

Financial planning

Out in the cold?

In the wake of the global financial crisis, the belief that alternative investments offered a safe haven from the tumult of the markets has been shaken, and questions are...

Funds management

Institutions or boutiques? It's substance not size that really counts

As recent events have made abundantly clear, no one is immune to the global financial crisis – regardless of reputation, size or previous long-standing success....

Financial planning

Colonial First State giving planners what they need

Colonial First State has again walked away with the top ranking in the annual Wealth Insights Service Level Survey....

Financial planning

Everest Financial Group to wind back fund numbers

Everest Financial Group to wind down around 50 per cent of its funds following the completion of a review that began last October....

Funds management

Money Management Fund Manager of the Year 2009

The Australian funds management industry came together in May 2009 to recognise excellence in financial services with more than 300 guests attending the 22nd Money Manage...

Funds management

Australian Equities (Broad Cap): Integrity arrives with tried and tested philosophy

Integrity Investment Management may be a relative newcomer to the Australian equities space, but its team of managers is anything but inexperienced. ...