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Showing 141 - 150 of 8097 results for "Wealth"

Advice group awards mandate to JANA

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2024
... with close to $2 billion in funds under advice has selected JANA as its investment consultant. The consulting group's wealth division was awarded a mandate by Alteris Financial Group, effective December 2023. It covers asset allocation, manager selection ...

ISPT fills newly created head of mandates role, announces departures

ANDREW MCKEAN  |  WEDNESDAY, 24 JAN 2024
... Cain previously served as the head of unlisted property at the Future Fund, where he spearheaded the Australian sovereign wealth fund's global real estate investment strategy. Before the Future Fund, which recently reported $272.3 billion in assets under ...

Future Fund soars to $272.3bn

KARREN VERGARA  |  TUESDAY, 23 JAN 2024
Australia's sovereign wealth fund hit $272.3 billion in assets under management, buoyed by an 8% return for the 2023 calendar year. In a performance update, Future Fund chief executive Raphael Arndt said the fund remains resilient amidst the risks ...

Aussies want advice from their super fund: CFS

CHLOE WALKER  |  TUESDAY, 23 JAN 2024
New research from Colonial First State (CFS) has found a significant proportion of Australians wish their superannuation fund offered financial advice, including many who already receive advice. The CFS Empowered Australian report, based on a survey ...

Perpetual Corporate Trust adds staff

ELIZABETH FRY  |  MONDAY, 22 JAN 2024
... primarily with Perpetual Digital - and the recently acquired Laminar Capital - to develop fixed-income solutions for the wealth, asset management and superannuation markets. Perpetual acquired the debt and advisory business last October. The purchase ...

Ethical ETF assets surge in 2023: Analysis

RACHEL ALEMBAKIS  |  MONDAY, 22 JAN 2024
... financial advisers seeking to meet their complementary goals of aligning their portfolios with their values and long-term wealth creation. "As part of this trend, we are increasingly seeing investors and their financial advisers build sophisticated ethical ...

Legalsuper investment strategy lead departs

ELIZABETH FRY  |  FRIDAY, 19 JAN 2024
... portfolio construction, product offerings and community engagement," he said. "It's all about delivering good health and wealth outcomes rather than focussing on the wealth aspect alone." Fowles said the business is family-owned and operated by exceptional ...

KKR rolls out alternatives education solution

JAMIE WILLIAMSON  |  THURSDAY, 18 JAN 2024
... a competitive differentiator. However, PwC and McKinsey found just 1.4% of the estimated US$192 trillion in the global wealth sector was allocated to alternatives in 2022. "The knowledge gap around the alternatives landscape has long served as a barrier ...

Powerwrap bleeds $334m in outflows

KARREN VERGARA  |  WEDNESDAY, 17 JAN 2024
... portfolios," Wamsteker said. "Our non-custodial solutions are essential in providing advisers and their clients with a whole of wealth view across their investment portfolios. In the 1H FY24 Praemium has welcomed 27 new client organisations to the VMA ...

Finnfund names chief investment officer

CHLOE WALKER  |  WEDNESDAY, 17 JAN 2024
... sustainability and impact investments," she said. "Finnfund is a highly respected development financier in emerging markets with a wealth of relevant sector expertise, e.g., in digital infrastructure and forestry, enabling us to make impactful, commercially ...