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| | | Australian Retirement Trust (ART) has farewelled the author of its first corporate strategy upon the merger of Sunsuper and QSuper in 2022. As the head of strategy, Andrew Ko wrote ART's long-term strategic plan. For three years, Ko was responsible ... |
| | | | Ahead of naming the new investment chief, Funds SA chief executive John Piteo has bolstered the leadership team by making a series of promotions. After a year in the top job, Piteo has elevated nine staffers in investment, finance and operations, analytics ... |
| | | | ... wealth market," Crothers said. The private equity firm has worked with wealth advisors for almost 20 years. More recently though, the buyout firm's wealth business has focussed on designing private equity, private infrastructure and private real ... |
| | | | ... enormous. I believe they are all trying to manage those assets in the best interests of their members. How they go about it though is subject to a range of considerations," Cole said. "Very large funds probably have a real issue in where they place the ... |
| | | | ... having exhibited weaker performance in previous months. Morningstar's conviction in US equities has, nevertheless, softened, though it stops short of considering them an "outright danger." "... our conviction for the US equity market has fallen to the ... |
| | | | ... with increased public relations and marketing initiatives over the first half of the financial year," Hackett said. "Even though we continue to see all of our key performance indicators trend in the right direction, there is still a significant amount ... |
| | | | ... member-centric investment portfolios," she said. Esposito joined Rest a decade ago and has served in a variety of roles, though his primary focus was direct investments across unlisted property, infrastructure, agriculture, and private equity assets. ... |
| | | | One of the country's oldest wealth management groups has promoted three staffers to partner. Mutual Trust - the Myer and Baillieu family office - said the promotions reflect the increasing number of ultra-high-net-worth families and individuals ... |
| | | | ... consistency," McMahon said. Regulators globally have their sights set on AI and digital technology regulation, the report found, though the rules and pace of change varied greatly between jurisdictions, creating challenges for global asset managers to ... |
| | | | Older Australians are increasingly seeking financial advice in relation to aged care costs, new research from Challenger and National Seniors Australia shows. According to the study, calculating aged care costs has become a dominant concern for older ... |
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