In the latest Meet the Manager profile, Money Management speaks with Magellan Investment Partners portfolio manager, Alan Pullen. Seeded in 2021, the Magellan Global Opportunities Fund has delivered ...
Betashares and VanEck have both expanded their ETF ranges – one launching a momentum-based smart beta ETF and the other launching a cash fund. Betashares has launched a smart beta ETF investing in a ...
Wealth management firm Hamilton Wealth Partners (HWP) has acquired a Melbourne-based boutique advisory firm. The firm has acquired Jordan St Wealth Advisory, a boutique wealth advisory firm ...
Private market managers are expected to launch more evergreen funds in the coming year, according to Hamilton Lane, with more specialist vehicles on the horizon. The use of evergreen funds has allowed ...
The Reserve Bank of Australia (RBA) has made the decision to increase the cash rate by 25bps, bringing the official cash rate up to 3.85 per cent. While boding potential bad news for homeowners, the ...
BT, in partnership with Challenger, has announced plans to expand its range of retirement income solutions on the Panorama platform in a bid to better support Australia’s retirement income needs. In a ...
Over the last decade, Fraser was the director and principal of Lyndhurst Group before it joined Shadforth in 2017, at which time he became a private client adviser at the firm, and was later appointed ...
Prior to VBP, Jacobsen held several senior executive positions including managing director of listed company Diverger, managing director of Paragem, and general manager roles at Perpetual Private. He ...
A Melbourne financial adviser has been permanently banned by ASIC from providing financial services for engaging in deceptive conduct. Patrick Nong was banned for failing to comply with a financial ...
Research by Betashares and Investment Trends showed usage of the products by advisers has jumped from 15 per cent to 25 per cent in the past year. This is particularly the case for high-net-worth (HNW ...
The deal will provide a $2 billion boost to Russell’s retail and wealth funds under management (FUM), pushing it to $11 billion, and accelerate the growth of its wealth management business in ...
UBS Asset Management has appointed Adam Quaife as country head of Australia and New Zealand and head of institutional client coverage Australia. Taking over as Telfer’s official successor, Quaife ...
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