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Showing 181 - 190 of 2996 results for "Estate"

Outsourcing will 'supercharge' value of advice: Netwealth

MATTHEW WAI  |  TUESDAY, 4 NOV 2025
... 34%), and mortgage and loans (33% and 27%). AdviceTech Stars were, however, found to have lower outsourcing numbers in estate planning (37% and 39%). However, speaking to Financial Standard recently, Akambo managing director Joe Akiki observed that Australian ...

Cbus agrees to pay $23.5m fine

ELIZA BAVIN  |  FRIDAY, 31 OCT 2025
... process that aligns with member expectations: what people naturally expect ─ payment to a spouse, to children, or to an estate - giving members more clarity about where money would go after they die. Additionally, Cbus said it is introducing a digital ...

Kenya to establish sovereign wealth fund

JAMIE WILLIAMSON  |  TUESDAY, 28 OCT 2025
... fund, it will be limited in terms of what it can invest in. The exclusions include speculative derivatives, unlisted real estate, private equity, art and commodities. The fund is to be managed by the Kenya Sovereign Wealth Fund Board, headquartered in ...

Macquarie to shed more than 240 investment options

KARREN VERGARA  |  FRIDAY, 24 OCT 2025
... Macquarie closed off several Metrics Credit Partners products, such as the Direct Income Fund, Income Opportunities Trust, Real Estate Multi-Strategy Fund and Master Income Trust, to super members. Meanwhile, in July the Vertium Equity Income Fund, WCM ...

Super funds raise stakes in US investments to US$1.44tn

KARREN VERGARA  |  FRIDAY, 24 OCT 2025
... decade. Most of this is invested in US equities and bonds, on top of significant investments in US infrastructure, real estate and private equity. At an event to celebrate BHP's 140th anniversary this week, US Secretary of the Interior Doug Burgum ...

Federated Hermes to acquire majority interest in FCP

ANGELIQUE MINAS  |  FRIDAY, 24 OCT 2025
... markets acquisition made by Federated Hermes since the beginning of 2025. Based in Maryland, the privately held US real estate investment manager specialises in investing across the US multifamily asset class, deploying capital predominantly through ...

Super moves: AusSuper, Aware, MLC, JANA, VFMC

ELIZABETH FRY  |  THURSDAY, 23 OCT 2025
... before joining Dixon Advisory, where he developed asset allocation and investment strategies for SMSF portfolios. Aware Real Estate has promoted Edwin Cheung to investment manager. Cheung joined the business in July 2022 as a portfolio analyst, playing ...

Local PGIM manager exits

ELIZABETH FRY  |  THURSDAY, 23 OCT 2025
... Kong-based managing director Eduard Wehry. PGIM declined to comment. The asset manager recently bolstered its Australian real estate business with the appointment of two executives to spearhead growth across its debt and equity platform. Sam Mellor joined ...

MA Financial sees record gross inflows

RIDDHIMA TALWANI  |  THURSDAY, 23 OCT 2025
... secondary raising of $184 million for the ASX-listed MA Credit Income Trust. The alternative asset manager expanded its real estate capabilities with the September acquisition of IP Generation, a real estate asset manager with around $2 billion in AUM. ...

APAC insurers favour multi-alternatives strategies: Report

MATTHEW WAI  |  WEDNESDAY, 22 OCT 2025
... (38%) and infrastructure debt (37%). Conversely, insurers sought to decrease allocations to private equity (24%), real estate equity (21%) and real estate debt (20%). Across the region, BlackRock deputy head of Asia Pacific Hiro Shimizu explained that ...