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Showing 281 - 290 of 12668 results for "Portfolio"

Index managed portfolios still most popular among advisers: North

RIDDHIMA TALWANI  |  MONDAY, 16 MAR 2026
... opportunity for sector innovation, index managed portfolios remain most popular among advisers on its platform. AMP head of portfolio design and management Stuart Eliot said even with much of the discussions on private markets in managed portfolios ...

Super tax changes shake HNWs' retirement confidence: Report

JAMIE WILLIAMSON  |  MONDAY, 16 MAR 2026
High-net-worth (HNW) individuals report feeling less confident about their retirement as changes to superannuation and tax settings take their toll. Generation Life's new 2025/26 Navigating Uncertainty Report found heightened taxation of super, like ...

Clime offloads advice business, keeps 10% stake

KARREN VERGARA  |  MONDAY, 16 MAR 2026
Clime Investment Management is offloading its financial advice unit for $6.5 million to an unnamed group but will retain a 10% interest in the newly combined business. Clime Advice, which has $2 billion in funds under advice (FUA), will continue to ...

MA Financial expands marina network to Gold Coast

RIDDHIMA TALWANI  |  FRIDAY, 13 MAR 2026
MA Financial will acquire the Gold City Marina and Shipyard (GCCM), expanding its existing portfolio of d'Albora marinas. GCCM is located in Coomera, Queensland and is an integrated marine precinct with 100 vessels in wet berths and over 280 in dry ...

AMP investment chief reshapes her team

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
... promoted as part of the investment team refresh. Eliot has been promoted to general manager of investments from head of portfolio design and management, a role he held for around four years after joining from Pendal Group. There, he spent 12 years as ...

Dexus strengthens infrastructure push with new hire

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
... manager of growth markets two years ago, and Dania Zinurova, who runs infrastructure. Dexus manages an Australasian portfolio of real estate and infrastructure assets valued at about $57.1 billion.

QIC promotes infrastructure debt duo

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
... the UK. Most recently, she led ESR's flagship super-prime industrial and logistics fund, managing a $3.5 billion portfolio and $1.5 billion development pipeline. "Her strong track record in fund strategy, capital management and retail asset development ...

Tahlia Rozis heads to Generation Life

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
... institutional clients, adding choice and deepening diversification for financial advisers and investors seeking tax-efficient portfolio construction.

Prime Super picks new asset consultant

JAMIE WILLIAMSON  |  THURSDAY, 12 MAR 2026
... and said Frontier emerged as the leading contender "based on its consulting team, depth and approach to research and portfolio construction". It also noted Frontier's alignment to profit-to-member super funds. "The investment team is focused on delivering ...

Fixed income becoming an ETP staple: Rainmaker

RIDDHIMA TALWANI  |  THURSDAY, 12 MAR 2026
... Rainmaker said, fixed income ETP's attracted sustained flows alongside equity index products, becoming a structural portfolio component rather than a mere tactical rate trade. "This suggests structural rather than purely tactical demand, indicating ...