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Showing 111 - 120 of 4847 results for %22Managed funds%22

BNP Paribas to sharpen efforts down under

CHLOE WALKER  |  TUESDAY, 7 NOV 2023
... producing some of the largest pools of money that we face as clients anywhere, frankly. It's money that's being managed more internally by the Australian staff head office here, with their branch offices, and it's a pool of money that's ...

Wealth firm awards CFS Edge mandate

KARREN VERGARA  |  MONDAY, 6 NOV 2023
Colonial First State (CFS) has scored a wealth platform and managed accounts mandate with a large financial advice firm. Viridian Advisory, which has $7 billion in funds under administration, will use CFS Edge. Having officially launched in August ...

Munro Partners launches new fund

CHLOE WALKER  |  WEDNESDAY, 1 NOV 2023
Munro Partners has launched the Munro Partners Global Growth and Mid-Cap fund, managed by lead portfolio manager Qiao Ma. The fund invests in global growth-oriented small and medium companies with a market capitalisation between US$250 million and US$30 ...

Calastone appoints new local head

ANDREW MCKEAN  |  WEDNESDAY, 1 NOV 2023
... she'll leverage her deep understanding of the "pain points and aspirations" facing firms that support and shape the managed funds sector. Lee joined Calastone in 2017 after 12 years of experience in custody securities and funds settlement roles at ...

TelstraSuper launches option, retirement tool

KARREN VERGARA  |  TUESDAY, 31 OCT 2023
... its younger and older membership that include a new option and retirement planning tool, and enhancements to its self-managed investment platform. The new High Growth option comprises 90% growth and 10% defensive assets that invest in technology and ...

Campbell Lutyens opens local office

ELIZABETH FRY  |  MONDAY, 30 OCT 2023
... career in real assets investing on behalf of super funds, global fund managers and asset consultants. He most recently managed QIC's $2 billion unlisted infrastructure portfolio as well as the infrastructure team's research program. In 2018 ...

Caddick victims sue auditors in class action

KARREN VERGARA  |  MONDAY, 30 OCT 2023
A new class action led by victims of Melissa Caddick alleges that auditors of their self-managed superannuation funds failed their jobs to detect fraudulent activities. Twenty-four victims, together with the help of Melbourne-based law firm Mackay Chapman ...

Clime IM doubles down on strategy, taps into AI

ANDREW MCKEAN  |  MONDAY, 30 OCT 2023
... its existing private wealth services. In upcoming quarters, Clime forecasts a sustained shift in revenues, favouring its managed account and bespoke investment solutions. The company said its "increasingly leveraging" its strong equity capability into ...

Federal Court freezes assets of pension platform

CASSANDRA BALDINI  |  MONDAY, 30 OCT 2023
... Platform, caters to self-invested personal pension providers, qualifying recognised overseas pension schemes, and self-managed superannuation funds. According to court documents, Justice Banks-Smith ordered that Brite be restrained from removing property ...

Local fund managers lag global peers: FSC

CHLOE WALKER  |  FRIDAY, 27 OCT 2023
... report, prepared by KPMG, provided a snapshot of the industry, which includes 674 fund managers, 560,000 employees, 3656 managed investment schemes, and 6451 products. It said Australia's fund management industry boasts with $4.31 trillion in funds ...