MANDATE

Funds management

The launch of a new UK affiliate by Pinnacle Investment Management has hit a snag as delays mean Ironbark has pulled a planned $3 billion mandate from the firm. ...

Funds management

The $150 million Sunsuper mandate has been awarded to Affirmative Investment Management and aims to generate positive environmental and social impact projects....

image
Superannuation

AMP has lost one of its largest corporate superannuation mandates, that of Australia Post Superannaution, to AustralianSuper....

image
Superannuation

Parametric has won $200 million custom global equities mandate from a large Australian superannuation fund....

image
Life/Risk

MetLife has secured the insurance mandate of Tasplan, following a tender process which will see the insurer deliver group life offerings to the fund’s 145,000 members....

image
Superannuation

Australian Catholic Super has awarded Parametric with another $60 million from its international equities portfolio to manage under its tax-managed indexing strategy....

image
People & Products

Sunsuper has awarded specialist currency manager, Record Currency Management, a $350 million mandate for an active currency portfolio....

image
People & Products

The super fund has awarded a global equities mandate to GQG Partners, a Pacific Current Group boutique manager....

image

GAM Systematic Alternative Risk Premia offering has won a new mandate from CommInsure which plans to invest $300 million in its diversified risk premia portfolio....

image
People & Products

Alpha Fund Managers has rewarded Quay Global Investors with a global listed real estate mandate....

image
People & Products

Robeco has been awarded a mandate from Russell Investments for its ESG-integrated strategy....

image
People & Products

Uniting Financial Services has selected RBC Investor and Treasury Services as its custodian and administrator....

image
People & Products

AMP Capital’s Wholesale Office Fund has received a $100 million injection from the Clean Energy Finance Corporation....

image
Funds management

AB has won a $140 million mandate to manage Prime Super’s short-duration global credit portfolio, amid global interest rate uncertainty....

image
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 4 days ago

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

1 month 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 2 days 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. ...

5 days 1 hour 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...

4 days 5 hours ago