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Showing 11 - 20 of 2058 results for "Plus"

High-profile Tribeca manager sets up shop

KARREN VERGARA | MONDAY, 14 OCT 2024

... her top-performing $1.5 billion long-short equity fund to set up a new shop. Liu is effectively taking the Tribeca Alpha Plus Fund in a management buyout with the "blessings" of Tribeca managing director David Aylward, she told Financial Standard. "The ...

Hamilton Lane debuts private markets infra fund

JAMIE WILLIAMSON | THURSDAY, 10 OCT 2024

... liquidity in the form of monthly or quarterly redemptions," Hamilton Lane said. "The funds' diversified portfolios focus on core plus and value add infrastructure assets that share the traditional characteristics of infrastructure, including high barriers ...

AustralianSuper updates deceased members' investments

KARREN VERGARA | WEDNESDAY, 9 OCT 2024

... AustralianSuper said it lowered the CPI investment objective as it expects medium-to-longer term returns to decrease in five-plus years. In July, the super fund introduced several changes to its investment exposures and fees. MySuper, Choice, and TTR ...

Wholesale investor test changes on ice: Parliamentary committee

KARREN VERGARA | FRIDAY, 4 OCT 2024

... wholesale as opposed to retail. Wholesale investors pass the product value test if they have investible assets of $500,000-plus. The other is the individual wealth test in which investors have either net assets of $2.5 million or gross income of $250,000 ...

Pitcher Partners executives launch advice firm

KARREN VERGARA | FRIDAY, 27 SEP 2024

... client." "Our core focus includes the ongoing management of client investment portfolios, as we have done for the last 20-plus years and continuing to play our role as the client's trusted adviser," he said. "Viola Private Wealth is committed to ...

Investment boutique calls time after seven years

JAMIE WILLIAMSON | TUESDAY, 17 SEP 2024

... years." Wheelhouse's global fund aimed to deliver long-term returns greater than the Reserve Bank of Australia cash rate plus 2.5% over rolling five-year periods. Since inception it's returned 6.4% against the benchmark's 4.3%. Meantime ...

Cbus' CFMEU board directors exit

ANDREW MCKEAN | FRIDAY, 30 AUG 2024

... website earlier this week. Cbus' board comprises 14 directors, including an equal number of employer and union representatives, plus two independents. CFMEU directors typically fill three of the six union appointed trustee roles. Rita Mallia, the former ...

Australia a 'regional private wealth hotspot': Preqin

ANDREW MCKEAN | WEDNESDAY, 28 AUG 2024

... between 2020 and 2024 reveals a strong preference in private equity and venture capital. So far this year, over 55% of the 3000-plus fund searches by North America wealth managers have been for private equity and VC funds, followed by 15% for private ...

Former adviser cops 12 years' imprisonment

KARREN VERGARA | TUESDAY, 27 AUG 2024

... subsequently wound up. Jayaweera won a retrial after being convicted of fraud in 2019. Jayaweera was the director of Growth Plus Financial Group, which is now in liquidation. He was a member of the Association of Independently Owned Financial Planners ...

Heightened costs push young Aussies to plan ahead: HESTA

MATTHEW WAI | TUESDAY, 27 AUG 2024

... was running out of money, with most of those under 40 (68%) citing this, as well as 64% of the 40-54 cohort, and 51% for 55-plus. Women (65%) are also more likely to carry that concern over men (57%). The findings come as Australians' confidence ...

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HUB24 shutters Xplore Wealth MDA services

ANDREW MCKEAN | 12:42PM

HUB24 plans to shut down its Xplore Wealth Managed Discretionary Account (MDA) services next year, with discussions underway with financial advisers to explore alternative options.

Ethical investment holdings double: CoreData

ANDREW MCKEAN | 12:39PM

The number of high-net-worth (HNW), core affluent, and mass affluent investors holding ethical and sustainable investments has roughly doubled over the past year, according CoreData.

VanEck to launch 'next evolution' long short ETF

MATTHEW WAI | 12:21PM

VanEck will list its first Australian equity long short ETF on the ASX, which aims to outperform the S&P/ASX 200.

Vanguard fined US$106m for investors' massive tax bill

KARREN VERGARA | 12:35PM

The Securities and Exchange Commission (SEC) charged Vanguard US$106.4 million for "materially misleading" investors in the Investor Target Retirement Funds (Investor TRFs) about their future tax liabilities.

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Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

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Robert Talevski

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Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

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Nathan Robertson

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Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

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Robert De Dominicis

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Mistaking financial literacy for retirement literacy

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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