FUND MANAGER

Funds management

Research house Lonsec has taken the UBS Property Securities Fund off ‘fund watch’ and reinstated its previous rating of ‘highly recommended’ following the appointment of ...

Financial planning

The longstanding legal dispute between Equity Trustees Limited and the vendors of the Wealthpac Master Fund has been resolved....

Financial planning

The glory days of the boutique fund manager are over. Investment managers from the big end of town, particularly BT, were the best performing managers of Australian equit...

Funds management

Macquarie Bank has signed an American fund manager that invests in global property securities to the fifth instalment of its Professional Series....

Financial planning

Australian Unity Investments has formed a joint venture with boutique manager Platypus Asset Management to offer Australian retail equity products....

Funds management

While 2004 was the year of the boutique, 2005 was, well, the year of the boutique....

People & Products

Boutique property fund manager and developer Sovereign MF has appointed industry stalwart Colin Owens to build its distribution strategy....

Funds management

The relatively weak performance of large cap stocks and some poor decisions on individual stock selection have led researcher Morningstar to rate Macquarie’s internationa...

People & Products

Melbourne-based research house Lonsec has placed the UBS Property Securities Fund on hold, following the exit of UBS property head John Snowden to Colonial First State....

Financial planning

Industry superannuation funds have emerged as the initial winners in the early stages of Australia’s new choice of super fund environment, according to a survey conducted...

People & Products

Credit Suisse Asset Management’s head of retail distribution Chris Larsen has left his role to take up the same position at Deutsche Asset Management....

People & Products

Former senior research analyst at InvestorWeb Rodney Sebire has ended a short stint at Skandia to go to hedge fund manager Mann Investments....

Financial planning

National Australian Bank has sold a large part of its funds management operations in the United Kingdom to London-based fund manager Tilney Investment Management....

Financial planning

Specialist trading firm Tricom Equities had struck a deal with Australia’s most talked about fund manager, MIR Investment Management, to provide it with model portfolios ...

Financial planning

Investment processes have traditionally gravitated toward either quantitative or qualitative analyses, with the two disciplines rarely being combined. But MIR Investment ...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

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This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

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So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

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The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

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The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

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ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

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