macquarie

People & Products

Macquarie taps former FSI exec to lead investment strategy

Former First Sentier Investors multi-asset portfolio manager Andrew Harman has announced a new role, joining Macquarie Group as head of investment strategy and asset allo...

Financial planning

Platform v adviser: Who decides on product selection?

With multiple funds seeing assets frozen, three platforms have shared with Money Management how they guard against holding a troubled product and how much responsibility ...

Financial planning

Macquarie and Equity Trustees caught up in Shield investigation

ASIC has said it is exploring whether there are concerns regarding Macquarie and Equity Trustees for hosting platforms where investors rolled over their superannuation in...

Funds management

Genium appoints investment solutions head

Research house Genium Investment Partners has appointed a head of investment solutions from Mason Stevens. ...

Features

‘Never too early, often too late’: Thinking about succession planning

With business owners very rarely planning their exit from the advice practice in advance, three experts underscore why succession planning is critical for long-term succe...

Funds management

Alternative manager to establish $5bn private credit platform

Alternative asset manager HMC Capital has announced it will acquire private real estate debt manager Payton Capital in a bid to establish a $5 billion private credit plat...

Funds management

Macquarie adds systematic active ETFs to range

Macquarie Asset Management has expanded its active ETF range with the addition of two systematic active ETFs....

Financial planning

Macquarie Bank receives $10m penalty from Federal Court

The Federal Court has imposed a $10 million penalty on Macquarie Bank for failing to prevent and control unauthorised fee transactions by third parties including financia...

Financial planning

BT appoints chief product officer from Macquarie

BT has appointed a new chief product officer to replace Kathy Vincent as the company moves towards becoming a “simpler and stronger business”....

Financial planning

Macquarie Group sees largest weekly adviser losses

Macquarie Group’s releasing of nine financial advisers has driven double-digit losses for the industry this week, Wealth Data finds. ...

Funds management

Macquarie Group joins world’s top 50 asset managers

The financial services group is the sole Australian firm to sit among the top 50 investment managers across the globe, but Australian firms have seen a decrease in AUM ov...

People & Products

Which platforms saw double-digit FUM rises in FY23?

While retail market leaders like Insignia had moderate increases, there were at least five platforms with significant rises in the last financial year, including BT’s $3...