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Showing 111 - 120 of 272 results for "Endowment"

Industry veterans recognised

ELIZABETH MCARTHUR  |  TUESDAY, 11 JUN 2019
A number of financial services industry veterans were recognised in the Queen's Birthday Honours list this weekend. The 2019 Queen's Birthday Honours included investment professionals, financial advisers, banking professionals and superannuation ...

Super fund reinforces savings with timber, agriculture

HARRISON WORLEY  |  TUESDAY, 11 JUN 2019
... strategy and invest in the agriculture and timber funds of Folium Capital. The firm - run by former managers of Harvard's endowment funds - invests in assets in diverse locations, including Brazil, Chile, Iberia and Panama. Folium Capital managing partner ...

Passing Protecting Your Super costs should be fair: APRA

KARREN VERGARA  |  FRIDAY, 7 JUN 2019
... less than $6000 applies at the product level. Many industry stakeholders asked if pensions, paid-up whole of life and endowment products are also subject to the fee cap. APRA confirmed all products that are not defined benefit interests are subject to ...

Former super fund investment lead joins consultancy

ELIZABETH MCARTHUR  |  TUESDAY, 23 APR 2019
... have a significant client base across the country including industry super, corporate super, family office, university endowment and insurance asset owners. Through this period the industry has undergone significant change and continues to face pressures ...

Crestone builds investment team

KANIKA SOOD  |  TUESDAY, 9 APR 2019
The private wealth firm with $17 billion in assets under management has hired from JANA and Morningstar as it builds out its investment team. Stan Shamu is joining Crestone Wealth Management as a senior portfolio strategist from JANA Investment Advisers ...

Channel Capital signs on new partnership

KANIKA SOOD  |  FRIDAY, 29 MAR 2019
A $23 billion international boutique has partnered with Channel Capital as it eyes the Australian adviser market after raising $2 billion from instos here. RWC Partners has launched an Australian-domiciled unit trust for their CC RWC Global Emerging ...

IFM Investors to open new Europe office

KANIKA SOOD  |  TUESDAY, 26 MAR 2019
The $120 billion fund manager is gearing up to open a new European office in the next six months, no matter which way the Brexit deal goes. IFM Investors already has offices in the UK, Berlin and Switzerland. Chief executive Brett Himbury told Financial ...

Perpetual raising $440m for credit trust

KANIKA SOOD  |  MONDAY, 25 MAR 2019
... revenue, average FUM and performance fees earned. Perpetual Private recorded $2.5 billion in FUA for charitable trusts and endowment funds; before-tax profit was 2% lower at $22.6 million. Perpetual Corporate Trust was the only subsidiary to report positive ...

Aussie fund manager opens New York office

KARREN VERGARA  |  MONDAY, 4 MAR 2019
A $10 billion Aussie fund manager is ramping up its US expansion with the hire of a local expert and flagging further executive appointments. Bennelong Funds Management's new subsidiary BennBridge US will distribute a number of its existing investment ...

Infrastructure fund plans SMSF raise

KANIKA SOOD  |  MONDAY, 25 FEB 2019
... base is split as 55% self-managed super fund investors and 45% high-net-worth individuals, family offices, university endowment funds and small corporate funds. Connolly said the closed fund is looking to push up its current assets under management of ...