PRIVATE MARKETS

Financial planning

While advisers are increasingly eyeing private markets and alternative investments, two reports have underlined the lack of investor understanding that persists among bot...

Funds management

The volume that financial advisers have invested in private credit funds could be among disclosures that providers have to make to ASIC amid a regulatory crackdown on pri...

Funds management

State Street Global Advisors has shared three tips for financial advisers when it comes to their portfolio construction for the year ahead as 60/40 portfolios face hurdle...

Funds management

Private debt has “plenty of room for growth”, according to global fund manager BlackRock, and will be helped by a number of tailwinds in the next five years....

Financial planning

As the year draws to a close, a new report has explored the key trends and areas of focus for financial advisers over the last 12 months....

Funds management

Global real asset manager CapitaLand Investment has announced a key acquisition from Wingate as part of its growth strategy in Australia....

Funds management

GQG Partners has closed fundraising on its initial private markets fund, having raised $145 million....

Funds management

Former BT sales executive, Sarah Hegarty, has taken up the role of senior director of wholesale distribution at HMC Capital....

Funds management

The investment giant has announced a $18 billion deal to acquire a leading US-based private credit manager, marking its third major alternatives deal this year....

Funds management

Advisers and investors are starting to recognise that private credit encompasses a range of strategies beyond corporate lending as they look to leverage its strong return...

Funds management

Pacific Current Group has completed the divestment of its holding in Carlisle Management Company to alternative asset manager Abacus Life. ...

Funds management

Nuveen has announced the launch of a new private credit fund for Australian wholesale investors in response to “strong interest” from family offices and HNWIs for private...

Funds management

PwC suggests asset managers are accelerating plans to build out their asset classes, supported by mergers and strategic partnerships, to capitalise on clients' diversific...

Funds management

UBS Wealth Management has shared how much of a client portfolio it believes advisers could be allocating to private markets as well as detailed the importance of switchin...

Funds management

Boosted by its newly launched private credit division, asset manager HMC Capital has set an ambitious growth target of 42 per cent per annum over the next three years to ...

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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...

1 month 2 weeks ago

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

1 month 3 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

1 week 5 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

5 days 2 hours ago

A relevant provider has received a written direction from the Financial Services and Credit Panel after a superannuation rollover resulted in tax bill of over $200,000 fo...

4 weeks 1 day ago