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Showing 1181 - 1190 of 22833 results for "management"

Bennelong boutique shuts up shop

JAMIE WILLIAMSON  |  WEDNESDAY, 30 JUL 2025
Just two months on from shuttering its flagship fund, Touchstone Asset Management has closed its doors. As first reported by Financial Standard, the boutique wound up the Touchstone Index Unaware Fund in May. This was largely due to the low funds under ...

Former adviser charged over clients' near $1m loss

MATTHEW WAI  |  WEDNESDAY, 30 JUL 2025
... acquiring shares in his own doomed company. Donald James Cuthbertson, the founder and director of Professional Wealth Management (PWM), Professional Wealth Management Services (PWMS) and Professional Wealth Investments (PWI) appeared in the Downing Centre ...

RBA cut all but certain: Experts

ELIZA BAVIN  |  WEDNESDAY, 30 JUL 2025
... therefore give the RBA all the comfort it needs to drop the cash rate at its next meeting [in] August." Income Asset Management executive director capital markets Darryl Bruce agreed an interest rate cut is on the cards in August. "After surprising the ...

Pinnacle backs private markets managed accounts

ELIZA BAVIN  |  WEDNESDAY, 30 JUL 2025
Pinnacle Investment Management has made a strategic investment in FinCap Group to support the launch of a private assets managed accounts platform for Australian financial advisers and their wholesale clients. The platform is designed to offer wholesale ...

Special feature: Shaping private markets

ELIZABETH FRY  |  TUESDAY, 29 JUL 2025
... to manage. And it can be exacerbated by extreme movements in currency or credit markets. Beyond immediate portfolio management, the broader concern is systemic "This is about understanding risk principles and stress-testing for the less well-understood ...

Octopus awarded $1bn mandate

ELIZA BAVIN  |  TUESDAY, 29 JUL 2025
Octopus Australia has announced a partnership with APG Asset Management, a Dutch pension fund investor with assets under management exceeding $1 trillion (€590 billion). As part of the partnership, APG intends to commit over $1 billion to Octopus ...

American Century cuts US outlook amid tariff impacts

MATTHEW WAI  |  TUESDAY, 29 JUL 2025
... stands at 6.04%, down from 6.40% in last year's medium-term outlook," Weiss added. Additionally, MFS Investment Management chief economist Erik Weisman said the Federal Reserve's meeting this week should provide some economic updates on topics ...

Buyers demand HNW advice practices: Radar Results

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
... revenue per client. "HNW clients typically require full-service advice across investments, tax, estate planning, and risk management - all of which contribute to deeper and more profitable relationships," he said. HNW clients also offer increased business ...

Lipman Burgon taps former Koda Capital head of research

MICHELLE BALTAZAR  |  MONDAY, 28 JUL 2025
... decades of leadership in the firm's investment strategy and governance. Lipman founded the business following a management buy-out of Investec Bank's wealth management arm in Australia. "Jason brings both institutional discipline and entrepreneurial ...

Regal assets hit $18bn

KARREN VERGARA  |  MONDAY, 28 JUL 2025
Regal Partners' total assets under management (AUM) reached $17.7 billion in the last quarter. This marks a 7% increase on the $16.5 billion of AUM reported at the end of March, driven by inflows and positive investment performance across different ...