LAKEHOUSE

People & Products

Rob Prugue, former chief executive of Lazard- Asia Pacific, has joined Lakehouse Capital as a non-executive director....

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Features

There were five funds in this FE fundinfo Crown Fund Rating rebalance which received the highest ranking in their first-ever rating. ...

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Funds management

Knowing when to soft close a fund can be a difficult but necessary decision for a firm as it navigates the balance between gaining more assets and achieving fund outperfo...

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Funds management

‘Aggressive buying’ of stocks that would benefit from social distancing during the market downturn and expecting the COVID-19 pandemic would be worse than anticipated has...

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Funds management

The latest FE fundinfo Crown Ratings rebalance has revealed the degree to which the times have not suited many value funds but have nonetheless seen 50 upgrades to the to...

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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...

1 month 3 weeks ago

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

2 months ago

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

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 2 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 2 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

1 week ago