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Showing 181 - 190 of 8652 results for "Managed"

Perpetual shuffles Aussie equities team amid departure

KARREN VERGARA  |  MONDAY, 6 JUL 2026
... Before that, he was the lead analyst at UBS Investment analysing gaming stocks and small caps. In the funds that Aboud managed, Sean Roger will move from co-portfolio manager to portfolio manager of the Pure Equity Alpha and the Share Plus fund. Nathan ...

ARK Invest awards local distribution mandate

KARREN VERGARA  |  FRIDAY, 3 JUL 2026
... strategy to Australian wholesale investors. ARK Venture Fund, which is set to launch in Australia this month, is an actively managed portfolio of private companies that align with ARK's "disruptive innovation" investment theme. It aims to capture ...

ASIC makes first move since putting private credit on notice

MATTHEW WAI  |  FRIDAY, 3 JUL 2026
... are valid for 21 days unless revoked earlier, ASIC said. These stop orders arose from ASIC's risk-based surveillance of managed investment schemes, as the market watchdog has recently ramped up its scrutiny on private credit, focused on "poor private ...

Financial services CSLR Levy hits $198m

MATTHEW WAI  |  THURSDAY, 2 JUL 2026
... of approximately 3500 complaints submitted to the Australian Financial Complaints Authority (AFCA) in relation to the managed investment schemes. In total, the CSLR has processed 1567 claims, up from 912 in the initial levy estimate, it said. As a result ...

Perpetual rejects $2.5bn takeover offer

ELIZA BAVIN  |  THURSDAY, 2 JUL 2026
... the deal further but will also draw a hardline on where value is reasonable. The reality with how the business has been managed, they might have the chance to reapproach down the track if management is unwilling to play ball at this juncture or price," ...

Tribunal shortens financial adviser's five-year ban

KARREN VERGARA  |  WEDNESDAY, 1 JUL 2026
... initially banned by ASIC while he worked at MWL Financial Services over advice failures linked to recommendations of a managed fund to three client groups in 2023, while he was on probation at his new practice. The ban took effect on 28 November 2025. ...

Super system to hit $12.4tn by 2045

VINNY VUCAGO  |  TUESDAY, 30 JUN 2026
... their dominance, increasing their share of total assets from around 45% today 55% by 2045, while retail funds and self-managed super funds are forecast to lose market share. The report also warns the growing size of super funds will reshape Australia's ...

Advice fee spike raises super concerns: SMC

VINNY VUCAGO  |  MONDAY, 29 JUN 2026
... spoke in super switching activity and warned many younger Australians with balances below $100,000 were moving into self-managed super funds (SMSFS) or platform products that carried significantly higher costs. According to the analysis, SMSF operating ...

ASIC calls out platform trustees: 'Clear breach of trust'

RIDDHIMA TALWANI  |  MONDAY, 29 JUN 2026
... trustees, other parts of the value chain also play important roles, including advice licensees, responsible entities of managed investment schemes, research houses, and the regulators who monitor the sector and approve financial services licenses and ...

NZ Super names private equity lead

VINNY VUCAGO  |  MONDAY, 29 JUN 2026
... leadership across one of the fund's fastest growing investment portfolios. Fletcher joins from Fisher Funds, where he managed the firm's global private equity and alternatives portfolio. His career also includes senior investment roles at Goldman Sachs ...