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Showing 11 - 20 of 171 results for "WAM"

Hearts & Minds, WAM slash stakes in Corporate Travel Management

KARREN VERGARA | FRIDAY, 12 DEC 2025

... would have a positive impact on pre-tax NTA of 9 cents per share," HM1 told investors. Wilson Asset Management's LICs - WAM Active and WAM Capital - which also have stakes in CTD, hold the stock in the top 20 holdings respectively. "We are incredibly ...

WAM takes over PIA board, vows to lift underperformance

KARREN VERGARA | WEDNESDAY, 22 OCT 2025

Wilson Asset Management (WAM) has successfully taken over the board of the Pengana International Equities (PIA) LIC in the hope of overhauling its investment strategy amid continued underperformance. WAM's Geoff Wilson and Jesse Hamilton, and Richard ...

First Guardian shaves $286m off Praemium FUA

MATTHEW WAI | TUESDAY, 21 OCT 2025

Praemium has calculated the impact of its exposure to the First Guardian collapse, reducing its total funds under administration (FUA) by close to $300 million. Praemium reduced its FUA by $286 million in relation to First Guardian holdings in the September ...

Platinum LIC turns down WAM bid

KARREN VERGARA | FRIDAY, 3 OCT 2025

Platinum Capital (PMC) shareholders have rejected Wilson Asset Management's (WAM) bid to be the investment manager of the listed investment company (LIC) in the hope of replacing Platinum Asset Management. WAM flagged its intentions of becoming the ...

Powerwrap drags Praemium performance, SMAs shine

KARREN VERGARA | MONDAY, 25 AUG 2025

Praemium's separately managed accounts (SMA) business reported $610 million of net inflows while Powerwrap's outflows topped $299 million for the 2025 financial year. In addition to the SMA business, total funds under administration (FUA) was ...

WAM eyes Platinum LIC

KARREN VERGARA | FRIDAY, 15 AUG 2025

Wilson Asset Management (WAM) is making a play to be the investment manager of a Platinum Asset Management listed investment company, offering a non-binding, indicative proposal. WAM is proposing to take over the investment management function of ASX-listed ...

Praemium reports FUA increase to $64.3bn

ELIZA BAVIN | TUESDAY, 22 JUL 2025

Praemium has reported funder under administration (FUA) of $64.3 billion to 30 June 2025, marking an increase of 12%. Praemium's next generation IDPS Spectrum achieved quarterly net inflows of $339 million, resulting in FUA of $2.38 billion for the ...

Praemium scores mandate, sees FUA rise $6bn

ELIZA BAVIN | THURSDAY, 10 JUL 2025

Praemium's administration solution Scope+ has been selected by Bell Financial Group to administer more than 2200 client portfolios. The partnership will see Praemium's funds under administration (FUA) grow by $6 billion to around $68 billion ...

SMSFs' risk appetite to change under Division 296: Wilson

MATTHEW WAI | MONDAY, 30 JUN 2025

... companies, a discussion paper says. Following its initial discussion paper and petition on Division 296, Wilson Asset Management (WAM) has released a second discussion paper, highlighting some of the potential implications from the tax. The core issue ...

MP says Coalition will 'fight to the death' over $3m super tax

MATTHEW WAI | WEDNESDAY, 4 JUN 2025

... for less than [$3 million] these days," Canavan argued before the segment was ended. It comes as Wilson Asset Management (WAM) chair Geoff Wilson is gaining signatures for a petition against Div 296, slamming it as a "stupid tax". WAM recently invited ...

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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