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Showing 121 - 130 of 12668 results for "Portfolio"

MPC Markets partners with HeirWealth

VINNY VUCAGO  |  TUESDAY, 26 MAY 2026
MPC Markets has selected HeirWealth Atlas to power the portfolio reporting capabilities within its Mosaic client platform. The partnership will provide MPC Markets advisers with consolidated multi-asset reporting, automated branded review documents ...

LGT bolsters investment bench

VINNY VUCAGO  |  MONDAY, 25 MAY 2026
... sustainable investment. The hires comes as wealth managers face growing demand from affluent families for institutional style portfolio construction, broader access to private markets and more tailored sustainability strategies. LGT Wealth Management ...

Bridgewest Ventures lands in Australia

KARREN VERGARA  |  MONDAY, 25 MAY 2026
... eligible investment under New Zealand's Active Investor Plus (AIP) visa program. Companies in Bridgewest Ventures' portfolio include battery technology maker Entropeak, home-compostable bioplastics Compostify and non-invasive skin cancer screening ...

Janus Henderson expands private credit offering

VINNY VUCAGO  |  FRIDAY, 22 MAY 2026
... appetite for private markets continued to increase as institutions sought resilient incomes streams and differentiated portfolio exposures. "By offering access to VPC's specialist capabilities in asset-backed and legal credit, we're responding ...

ASIC backs Australia's fintech edge as AI reshapes financial services

VINNY VUCAGO  |  FRIDAY, 22 MAY 2026
... global financial markets, with AI now being integrated into functions including credit underwriting, claims processing, portfolio management and disclosure. ASIC chair Joe Longo said Australia's financial system had a long history of innovation and remained ...

Proposed CGT reforms could upend HNW low advice demand

KARREN VERGARA  |  FRIDAY, 22 MAY 2026
The high-net-worth (HNW) population's vast pool of wealth estimated to be worth a whopping $4.4 trillion, yet only one quarter employ the services of a financial adviser, new research finds, but Labor's proposed tax reforms could change this. ...

Feature: Private credit | The fine print

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
... its private credit investments offshore in the US and Europe in corporate lenders, Weaver says ART manages risk in the portfolio by keeping it extremely diversified by manager and underlying credit. "You're not really paid for the upside in credit ...

Aware Super dashboard not flashing red just yet

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
Aware Super chief investment officer Simon Warner said the $200 billion super fund will only reposition its portfolio if it sees a higher probability of some of the worst-case scenarios playing out in the Middle East conflict. Speaking at the Bloomberg ...

Aware Super names head of stewardship

STAFF WRITER  |  THURSDAY, 21 MAY 2026
... leading a team of analysts focusing on building financial value and sustainable outcomes for the fund's listed market portfolio. "We're excited to have Chris join Aware Super and contribute his deep governance experience which includes over a ...

Brighter Super invests $225m as part of $500m commitment

VINNY VUCAGO  |  THURSDAY, 21 MAY 2026
... is backing high-growth Queensland businesses across advanced manufacturing, agtech, aerospace and technology. The QIC portfolio includes investments in Queensland based companies including Gilmour, Space Technologies, SwarmFarm Robotics, Future Maintenance ...