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Showing 111 - 120 of 2920 results for "Phil"

Former fund investment chief joins JANA

MICHELLE BALTAZAR  |  THURSDAY, 31 JUL 2025
Leading asset consultant JANA boosts its not-for-profit (NFP) consulting ranks with its recent hire. Linda Trusler joined JANA Investment Advisers as senior consultant this month, focusing on the institutional client base of the group in the NFP sector. ...

Sydney Alternative Investment Week to return in September

STAFF WRITER  |  WEDNESDAY, 30 JUL 2025
The Alternative Future Foundation's Sydney Alternative Investments Week is returning, bringing eight high-impact, educational events featuring leading fund managers, global allocators and industry innovators. Now in its third year, the Sydney Alternative ...

Advisers overlook hype, embed AI in practice: Investment Trends

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
Financial advisers no longer see artificial intelligence (AI) as hype as the majority use it for simple tasks as well as complex functions, a new Investment Trends survey found. In the latest Adviser Technology Needs Report, many are now embedding AI ...

Future Generation delivers 10.8%, increases dividend

ELIZA BAVIN  |  THURSDAY, 24 JUL 2025
Future Generation Australia has increased its interim dividend for the 10 th consecutive year to 3.6 cents per share, after reporting investment returns up 10.8% in the 12 months to June. "Th company has increased its dividend every year for the past ...

FAAA fights to reignite Dixon inquiry

MATTHEW WAI  |  THURSDAY, 24 JUL 2025
... (FAAA) is shedding light on the possibility of resuming the process. FAAA general manager of policy, advocacy and standards Phil Anderson said it is working closely with the Financial Services Minister Daniel Mulino and the Shadow Minister to get the ...

Brookfield takes stake in Cromwell

KARREN VERGARA  |  TUESDAY, 22 JUL 2025
... confirmation from ESR Group that it has executed the sale of a 10.8% interest in Cromwell". ESR Group deputy chief executive Phil Pearce commented at the time: "As part of ESR's stated strategy of non-core divestments to simplify its business, ESR ...

Perpetual wealth hires sustainability manager

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
Perpetual Wealth Management has recruited a manager to help support the business's responsible investment products and policies. Rachel Phillips brings years of experience in sustainability practices, working most recently with JP Morgan Asset Management ...

Ascalon snaps up consulting talent

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
Ascalon Capital has bolstered its consulting team with two senior appointments from major investment research houses. The investment and asset consultant has welcomed David Boyle from Lonsec as a partner and Sean Currie from Zenith Investment Partners ...

Betashares acquires InvestSense, launches Trellia Wealth Partners

KARREN VERGARA  |  MONDAY, 14 JUL 2025
Betashares is acquiring managed accounts business InvestSense to create Trellia Wealth Partners out of the deal. Trellia will have about $8 billion in funds under management and will operate as a standalone business, of which Betashares will contribute ...

Platinum executives depart amid merger talks

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
Three executives at Platinum Asset Management have departed as the asset manager finalises its merger with L1 Capital. Platinum's head of investment Douglas Isles and head of institutional distribution Charlie Brooks have both exited the business ...