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Showing 1001 - 1010 of 7146 results for "SMA"

Family office goals at odds with reality: UBS

JAMIE WILLIAMSON  |  WEDNESDAY, 31 MAY 2023
There's a mismatch between family offices' top stated purpose of wealth transfer and the processes, governance, and risk management in place to ensure that, with only 42% having a wealth succession plan in place. That's according to the latest UBS Global ...

Italian private credit fund brings unique offering down under

CHLOE WALKER  |  TUESDAY, 30 MAY 2023
Muzinich and Co is rolling out its MLoan fund to Australian investors, expected to be available in July. MLoan, which replicates Muzinich's parallel lending strategy launched in 2018, invests predominately in private European senior secured, floating ...

Fractional farmland investing platform launches

CHLOE WALKER  |  TUESDAY, 30 MAY 2023
Real estate and advisory firm LAWD partnered with fractional investing platform Bricklet to launch LAWD Bricklet, a venture designed to democratise ownership of Australian farmland. The offering sees a LAWD Bricklet 'head title' split into a co-ownership ...

Treasury proposes upping supervisory levies

ANDREW MCKEAN  |  FRIDAY, 26 MAY 2023
Treasury has proposed a 1.5% increase in the Financial Institutions Supervisory Levies for the 2023-24 financial year, including a $7.2 million budgetary boost for APRA. Treasury papers revealed the total funding required under the levies in 2023-24 ...

FS Sustainability reveals ESG Power50

STAFF WRITER  |  FRIDAY, 26 MAY 2023
The 50 most influential ESG professionals working at ASX-listed companies have been named in the inaugural ESG Power50 guide. The ESG Power50 comprises a diverse group of professionals who are actively shaping the future for the companies where they ...

Macquarie terminates alternatives fund

CASSANDRA BALDINI  |  WEDNESDAY, 24 MAY 2023
Macquarie decided to close the fund after identifying significant increases in management fees would need to be incurred by the investor to keep it running sustainably. The investment manager said a strategic review determined the Macquarie Professional ...

Could the anti-woke movement come to Australia?

ROSE MARY PETRASS  |  WEDNESDAY, 24 MAY 2023
At a recent conference, industry leaders delivered a stark warning to Australian companies and government to ensure that workers are not left behind in a just transition to net zero - or risk the kind of political polarisation and populism that has ...

AFCA outlines systemic issues in wealth management

ANDREW MCKEAN  |  TUESDAY, 23 MAY 2023
The Australian Financial Complaints Authority (AFCA) has shed light on what it considers systemic shortcomings in the superannuation, investment, and financial advice industries. The AFCA Systemic Issues Insights report identified multiple instances ...

Australians prioritise financial independence: Research

CASSANDRA BALDINI  |  TUESDAY, 23 MAY 2023
According to new data, the nation is swapping out the dream of a white picket fence for the dream lifestyle and combating the cost of living with strengthening financial literacy. Insignia Financial released its inaugural Financial Freedom Report, conducted ...

Blackwattle Investment Partners debuts

CHLOE WALKER  |  TUESDAY, 23 MAY 2023
Backed by some of Australia's wealthiest families, Sydney-based equities boutique Blackwattle Investment Partners is open for business. Blackwattle Investment Partners has launched with over six years of capital backing and plans for four fund launches ...