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Showing 11 - 20 of 703 results for "Alternative investment"

DASS compensation drags AFCA, lead decision published

KARREN VERGARA  |  FRIDAY, 16 FEB 2024
... carried more risk than the complainant understood or needed. The fees were also excessive when compared to alternative investment products," it read. AFCA lead ombudsman for investments and advice Shail Singh said: "While work is well underway, it will ...

SMSFA prepares delegates for major super tax reform

KARREN VERGARA  |  MONDAY, 5 FEB 2024
... benefit or contributions perspective or via investment strategies. There'll also be discussions on alternative investment vehicles [and] wealth management strategies for high-net-worth clients." Day one kicks off with a thought leadership breakfast ...

US investor tips $200m into Wingate

CHLOE WALKER  |  FRIDAY, 2 FEB 2024
The Melbourne-based alternative investment manager has secured $200 million from an undisclosed US investor, bringing its total facilities and funds under management (FUM) to $7.5 billion. According to Wingate, the commitment also contributes to a total ...

PGIM names institutional client group lead

ELIZABETH FRY  |  FRIDAY, 2 FEB 2024
PGIM has finally filled the institutional client-facing position left vacant by Murray Brewer last August. The US$1.2 trillion asset management business of Prudential Financial has chosen Chris Briant to be the new head of its institutional client group ...

JPMAM partners with NZ wealth firm

KARREN VERGARA  |  TUESDAY, 30 JAN 2024
J.P. Morgan Asset Management (JPMAM) is joining forces with a New Zealand-based private wealth firm that has $28 billion of client funds under management. Craigs Investment Partners (CIP), a high-net-worth advisory firm that also provides investment ...

KKR rolls out alternatives education solution

JAMIE WILLIAMSON  |  THURSDAY, 18 JAN 2024
KKR has launched a digital education platform to help financial advisers and individual investors better understand the alternatives landscape. The KKR Alternatives Unlocked platform offers macroeconomic insights, investment perspectives and educational ...

JPMAM to bring more alts strategies to wholesale investors

JAMIE WILLIAMSON  |  TUESDAY, 12 DEC 2023
Local wholesale investors will have greater access to alternative investments thanks to a new partnership between J.P. Morgan Asset Management and iCapital. JPMAM said the new union demonstrates its global strategic priority to democratise alternatives ...

Federal Court approves BT Super $30m settlement

KARREN VERGARA  |  TUESDAY, 12 DEC 2023
... the Funds". Therefore, BTFM "did not appropriately manage the conflict of interest" and could have sought alternative investment strategies that offer higher expected returns on members' money. About 15,000 group members, who were with BT Super are ...

Local housing market to reach inflection point: Research

CHLOE WALKER  |  TUESDAY, 12 DEC 2023
... their properties in the next 12 months. This is due to the changing market dynamics and investors seeking alternative investment strategies, Resolve Finance said. "Furthermore, 9% of investors are planning to renovate and flip their investment properties," ...

ASX calls time on mFund settlement service

ANDREW MCKEAN  |  TUESDAY, 28 NOV 2023
... Distribution Obligations (DDO) have impacted the willingness of issuers and brokers to offer a broad range of alternative investment strategies and asset classes to investors through mFund. Consequently, ASX questioned the effectiveness of resolving ...