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| | | ... 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 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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