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| | | ... is expected to be completed and recognised prior to 30 June 2026." "The aggregate gross asset value of funds under management has also been adversely affected by market volatility and net outflows in asset classes with negative performance during FY26 ... |
| | | | ... since launching and is in the process of winding up its flagship Global Small & Mid Cap strategy. The Bennelong Funds Management boutique was launched in early 2023 by Magellan Financial Group veterans Kris Webster and Michael Poulsen. The Canopy Global ... |
| | | | ... high-net-worth individuals, companies and SMSFs, providing services such as stockbroking, superannuation advice, investment management and portfolio administration. "The proposal is subject to a number of conditions, including entry into a strategic ... |
| | | | ... loan lifecycle, from settlement through to discharge, and includes capabilities spanning loan administration, arrears management, collections and recoveries. Perpetual chief executive Bernard Reilly said the acquisition would support long term growth ... |
| | | | ... to the new UBS Global Family Office Report. Among the 307 participants, strategic asset allocation, portfolio risk management and financial reporting are most often handled internally, keeping core decision-making and oversight within the organisation. ... |
| | | | M&G Investments, a global asset manager with £371.4 billion ($768.8bn) in assets under management, has appointed Cameron Sinclair as head of institutional distribution in Australia. Sinclair will be tasked with strengthening M&G's relationships across ... |
| | | | Macquarie Asset Management (MAM) has launched a new systematic active ETF, expanding its existing range of active ETFs in Australia. Available today via the ASX, the Macquarie Global Small Companies Active ETF (ASX: MQXS) aims to offer Australian investors ... |
| | | | ... to the growing role platforms can play for advisers and their clients." "Simon brings deep experience across wealth management and product strategy which will be critical as we strengthen how we support advisers and quality financial advice to thrive ... |
| | | | ... refocused on our core Australian operations and achieved steady growth across revenue, active customers and funds under management. This has resulted in underlying net profits and cashflow, a major achievement during Brendan's time as chief executive," ... |
| | | | After failing to scale, Invesco's True Balance Fund and Trinetra Investment Management's emerging markets strategy are set to wind up. The multi-asset Invesco True Balance Fund, which had about $37.5 million in assets, will terminate on June 4. Application ... |
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