PORTFOLIO MANAGER

Funds management

Former Schroders head of fixed income, Stuart Dear, has taken up a new role at Peak Investment Partners after leaving the asset manager after almost 12 years. ...

Funds management

Magellan Financial Group has appointed a new co-manager on two of its global equity funds, including the flagship $8.3 billion Global Fund....

People & Products

Victor Windeyer will lead the development of a new healthcare investment initiative in its funds management business. ...

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People & Products

Milford Asset Management has hired Dan Simmonds to its Australian investment team....

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People & Products

Vertium Asset Management has announced the appointment of Tomas Vasquez as its new portfolio manager/equity analyst....

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Funds management

BT Panorama has added the ARCO Absolute Return Fund to the platform, providing more advisers and clients with access to the manager’s 10-year track record....

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Funds management

While indicators are currently pointing to an overweight positioning in emerging markets (EM) equities the macroeconomic environment remains hostile in the short term....

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Funds management

A new listed investment company, Tribeca Global Natural Resources, has commenced trading on the Australian Securities Exchange....

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People & Products

Ralton Asset Management has appointed Will Riggall as its new portfolio manager....

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People & Products

Australian small and mid-cap equities manager Ophir Asset Management has appointed Tim Mitchell as its new portfolio manager....

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Funds management

State Street Global Advisors has appointed Bruce Apted as its new senior portfolio manager to its quantitative equities team in Sydney....

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People & Products

Fund manager, Munro Partners has recruited experienced Jeremy Gibson to the newly-created role of portfolio manager, who would be based in Munro's head office in Melbourn...

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People & Products

IML has appointed former Milford AM staffer, Marc Whittaker, as an assistant portfolio manager to its small companies team....

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Funds management

Regal produces the second best overall return in the industry (52 per cent year on year) amid them finding ‘extremely interesting businesses’....

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Financial planning

With automated investment advice taking off in the United States over the last three to four years, Malavika Santhebennur investigates whether Australia will follow suit,...

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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...

3 weeks 3 days ago

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

4 weeks 1 day 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. ...

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Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

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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...

3 days 17 hours ago