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Showing 1 - 10 of 2668 results for "Phil"

Platinum's FUM dips below $14bn

KARREN VERGARA  |  WEDNESDAY, 8 MAY 2024
Platinum Investment Management's funds under management took a $1.65 billion hit to finish at $13.5 billion at the end of April. Most of the outflows came from an unnamed institutional investor walking away and product rationalisation initiatives ...

Succession planning troubles family offices: J.P. Morgan

KARREN VERGARA  |  TUESDAY, 30 APR 2024
Global family offices remain deeply concerned about how to prepare the next generation to inherit a vast fortune as almost 30% do not have a structured approach to help them, a new study from J.P. Morgan reveals. The majority (70%) of participants that ...

Scott Farquhar steps down from Atlassian

ELIZA BAVIN  |  FRIDAY, 26 APR 2024
Scott Farquhar has announced he will be stepping down as co-chief executive of Atlassian with Mike Cannon-Brookes set to lead the software giant as its sole chief executive. Atlassian said Farquhar came to the decision to step down after 23 years to ...

Franklin Templeton's Brandywine Global launches new fund

ANDREW MCKEAN  |  TUESDAY, 23 APR 2024
Franklin Templeton investment manager Brandywine Global has expanded its product suite with the launch of a Global Opportunistic Equity Fund for Australian investors. The $2.4 trillion asset manager said the fund will invest in 60 to 100 global companies ...

Two Brisbane advice firms merge

KARREN VERGARA  |  WEDNESDAY, 17 APR 2024
Brisbane-based financial advice firms Eureka Whittaker Macnaught (EWM) and Blue Harbour Financial Partners, which are part of AZ NGA, have announced their merger. The merged entity will operate under EWM chief executive and co-founder Greg Cook and ...

Janus Henderson tailors fund to NZ investors

JAMIE WILLIAMSON  |  THURSDAY, 11 APR 2024
Janus Henderson is making its Global Multi-Strategy Fund available to institutional investors in New Zealand. The fund, which targets a positive absolute return regardless of the market environment, will be New Zealand (NZD) denominated to help protect ...

Equity Trustees welcomes new chief financial officer

ELIZA BAVIN  |  THURSDAY, 11 APR 2024
EQT Holdings has announced the appointment of a new chief financial officer as Philip Gentry prepares to step down. Johanna Platt is set to take on the role, effective 22 July 2024. Gentry announced he would be stepping down from the position back in ...

Foreign investors optimistic about Australia

ELIZA BAVIN  |  WEDNESDAY, 10 APR 2024
Foreign investors are feeling particularly optimistic about Australia, according to Kearney's Global Business Policy Council's 2024 Foreign Direct Investment Confidence Index (FDICI). The survey, which reflects investor sentiment regarding foreign direct ...

ASIC wins greenwashing case against Vanguard

JAMIE WILLIAMSON  |  THURSDAY, 28 MAR 2024
The Federal Court determined Vanguard misled investors via claims it made about certain ESG screens it applied to its Ethically Conscious Global Aggregate Bond Index Fund. On March 8, the indexing giant admitted to "engaging in conduct that was liable ...

Indigenous communities reunited with $25m in lost super

JAMIE WILLIAMSON  |  THURSDAY, 28 MAR 2024
... services, as well as the significant opportunity to offer improved assistance," First Nations Foundation chief executive Phil Usher said. "It's clear that millions of dollars in superannuation are being disconnected from Indigenous communities which ...
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