POWERED BY MOMENTUM MEDIA
PORTFOLIO MANAGEMENT
Funds management
BT Financial Group has replaced Principal Global Investors (PGI) as investment manager for its more than $500 million of listed property trust assets by bringing the mana...
Financial planning
The turnover of Australian funds management investment personnel is the underlying reason only two funds out of an initial 21 reviewed by international ratings and invest...
Financial planning
UBS Global Asset Management led the pack of six star rated funds in the Australian Fixed Interest Sector, coming in ahead of IOOF/Perennial and BT Financial Group (Sagitt...
Editorial
The financial planning industry in the UK is in a state of flux. Lisa Bowman reports....
Financial planning
Treasury Group has taken its fourth stake in a boutique funds management group, with a 35 per cent holding in start-up small cap investment firm, Confluence Asset Managem...
Funds management
BT Financial Group has replaced Principal Global Investors (PGI) as investment manager for its more than $500 million of listed property trust assets by bringing the mana...
People & Products
Macquarie Funds Management (MFM) has expanded its investment team with two new recruits to meet the additional demands of its growth in funds under management....
Financial planning
The Symetry investment platform has flagged an extensive expansion program moving beyond its current master trust business into a range of dealer services and client acce...
Funds management
The Australian arm of DB Absolute Return Strategies, the global hedge fund business of Deutsche Bank, yesterday announced it will delegate the management of all its fund ...
Financial planning
Lonsdale Securities (Lonsec) has voiced concerns over the reorganisation of ING Investment Management’s (INGIM) Australian equities large and small cap teams, following t...
Financial planning
Portfolio management service provider Symetry will stop using AXA’s Assure master trust for its back office administration and bring the work inhouse using a technology s...
Financial planning
Not many fund managers can claim to have escaped the industry shake-out over the past two years. But Macquarie Funds Management is one of them. Simon Segal reports....
Financial planning
In the latest move to beef up their investment management team, MLC has appointed Charles Brooks as investment analyst....
Funds management
The influential van Eyk research group has placed BT/Sagitta’s listed property funds on a ‘Hold’ rating following the recent resignation of the group’s head of listed pro...
Editorial
There is a lot of interest at the moment in Separately Managed Accounts (SMAs) - also known as Individually Managed Accounts - and their imminent coming of age....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....