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PERPETUAL
Funds management
Equity, bond and multi-asset sectors all saw high volumes of 1 Crown-rated funds in the latest FE fundinfo Crown Ratings rebalance. ...
Financial planning
While planners are less optimistic about domestic stocks they are more likely to advise clients to invest their excess cash rather than reduce exposure to markets, accord...
People & Products
Lonsec has announced it has made two senior hires in its research team to deepen support broader growth across the business....
People & Products
Marion Enander and Maria Loyez have been appointed to the senior management team, while the firm has achieved full gender equality at the board and C-suite level. ...
Funds management
Perpetual has picked up a 75% stake in significant US investment business, Barrow, Hanley, Mewhinney and Strauss....
Funds management
Nine of Perpetual’s fixed income funds will have their management fees reduced from 1 October, 2020. ...
Funds management
Perpetual has completed its acquisition of US ESG investment firm Trillium Asset Management with hopes to launch new ESG offerings in Australia in 2021. ...
People & Products
Perpetual’s Eric Armbrust will join Elston Asset Management, working with the adviser team on partnerships as the firm plans expansion into Melbourne....
Funds management
There have been mixed results for major listed financial groups in terms of volatility caused by COVID-19 with banks suffering least while firms such as OneVue and Challe...
People & Products
Australian Unity chief investment officer, David Bryant, has been appointed as the Australian chief executive of Mercer....
Funds management
A boutique fund manager has been the best performing Australian equity fund during the 2010s....
Financial planning
Over half of Australian parents have not discussed their will or legacy with their children, according to a Perpetual survey....
Funds management
Australian Foundation Investment Company has reduced the number of its total holdings from 85 to 71, selling out of Perpetual and AMP due to ‘sustainable competitive adva...
Financial planning
Perpetual Limited has acquired Priority Life to strength its knowledge and proposition to established wealthy business owners, and medical specialists....
Funds management
Perpetual has awarded Colchester Global Investors a global sovereign bond mandate as well as inclusion in its private wealth models....
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MARKET INSIGHTS
Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...