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Showing 11 - 20 of 117 results for "Wilson Asset Management"

Hearts & Minds, WAM slash stakes in Corporate Travel Management

KARREN VERGARA  |  FRIDAY, 12 DEC 2025
... latest fund manager to write off its stake in the beleaguered Corporate Travel Management (CTD), while Wilson Asset Management slashed its value by 50%. The ASX-listed travel and accommodation agency services provider has been suspended since late August ...

Mercer Investments shutters four options

KARREN VERGARA  |  WEDNESDAY, 12 NOV 2025
... managed funds operated by the likes of CBRE, Daintree, Milford, Nanuk, Ophir, Perennial, Pengana, UBS and Wilson Asset Management. Two months after announcing it will shut its flagship fund, the Index Unaware Fund, Touchstone Asset Management folded. ...

Macquarie to shed more than 240 investment options

KARREN VERGARA  |  FRIDAY, 24 OCT 2025
... funds operated by the likes of CBRE, Daintree, Lazard, Milford, Nanuk, Ophir, Perennial, Pengana, UBS and Wilson Asset Management. Funds from Apostle, AQR, Ten Cap, Tribeca, Talaria and Zurich Investments will face the chopping block. The ability to ...

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 ...

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 ...

Perpetual dumps 23m Myer shares

ELIZA BAVIN  |  FRIDAY, 26 SEP 2025
... Investments' Apparel Brands in January. Following the results, Perpetual reduced its stake to 11.6% from 12.95%. Wilson Asset Management and Dimensional Fund Advisors are also among Myer's largest shareholders. Myer executive chair Olivia Wirth said ...

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 ...

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 ...

Super tax requires a 'holistic' review: ASA

MATTHEW WAI  |  FRIDAY, 13 JUN 2025
... eliminate taxing unrealised gains and implement indexation on the threshold to ensure "fairness". Similarly, Wilson Asset Management chair Geoff Wilson, who has been actively advocating against the bill, urged the industry to sign a petition opposing ...

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

MATTHEW WAI  |  WEDNESDAY, 4 JUN 2025
... farm 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 ...