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Showing 1581 - 1590 of 34147 results for "Over"

Perennial snaps up 50% of Balmoral, hands over microcap mandate

RIDDHIMA TALWANI  |  TUESDAY, 11 NOV 2025
... management. Previously, when managing a First Sentier fund, the Balmoral team generated net returns of more than 12% per annum over 15 years to April 2024. Perennial's microcap strategy, launched in 2017, is focused on companies with a market capitalisation ...

Sustainable investments jump 49% in two years

KARREN VERGARA  |  TUESDAY, 11 NOV 2025
Sustainable investments have reached US$16.7 trillion, jumping 49% over the last two years, according to the Global Sustainable Investment Alliance (GSIA), finding that the sector has moved from a "niche practice to a systemic consideration." Despite ...

Advice industry under strain amid crisis of inefficiencies: Elemnta

MATTHEW WAI  |  TUESDAY, 11 NOV 2025
Financial advisers are struggling with inefficiencies in data and implementations that are hindering advice accessibility, growth, and profitability. Early data from the Elemnta-Marshan Consulting 2025 Adviser Efficiency Analysis report highlights three ...

Largest managers' assets climb 9.4%: Research

ANGELIQUE MINAS  |  TUESDAY, 11 NOV 2025
... the report indicated its AUM has grown from US$240 billion in 2017 to US$1061 billion in 2024. This 20% annualised increase over eight years is largely credited to investor demand for private credit, infrastructure and real estate strategies. The top ...

Evidentia acquires practice management firm

ANGELIQUE MINAS  |  TUESDAY, 11 NOV 2025
... Encore Advisory Group. The partnership will deepen Evidentia's business consulting capabilities, it said. Encore has over 20 years of experience in supporting financial planning, accounting and mortgage broking businesses across Australia, including ...

Cromwell expands its Australian industrial portfolio

RIDDHIMA TALWANI  |  TUESDAY, 11 NOV 2025
... add approximately $540 million in assets under management (AUM) with scope for further expansion. Cromwell will also take over the portfolio's existing management platform Terre Property Partners (TPP) for an initial purchase price of $2 million with ...

ASX names chief compliance officer

MATTHEW WAI  |  TUESDAY, 11 NOV 2025
... Lucinda McCann is succeeding Daniel Moran, who announced his resignation in July after 15 years at the exchange. McCann brings over 25 years of experience across legal and compliance areas, advising a number of boards and executive teams on ASX listing ...

Hostplus introduces retirement bonus payments

ELIZA BAVIN  |  TUESDAY, 11 NOV 2025
... today." Retirement bonus payments will be calculated based on a member's individual account balance and investment allocation over the 12 months prior to transfer. To be eligible, members must have held a Hostplus Accumulation or TTR Account for at least ...

Vale Ken Atchison

KARREN VERGARA  |  MONDAY, 10 NOV 2025
... Many of us, past and present, got our start in this industry thanks to the mentorship of Ken," Atchison said on LinkedIn. "Over the next two decades, his leadership helped shape Atchison into a trusted adviser to many of Australia's most sophisticated ...

Wealthy families double down on private markets: JP Morgan

RIDDHIMA TALWANI  |  MONDAY, 10 NOV 2025
... also become serious investment opportunities, with 20% of principals controlling stake in sport teams, up from 6% in 2022. Over a third invested in stadiums and teams, compared to traditional collectible investments like art and cars. "For many principals ...