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Showing 291 - 300 of 2253 results for "Roll"

EQT launches new wholesale fund down under

CHLOE WALKER  |  TUESDAY, 26 SEP 2023
The Swedish investment giant's new fund, EQT Nexus, offers Australian wholesale investors access to its diverse private markets fund. The open-ended fund, managed full-time by two portfolio managers, invests in a range of EQT funds spanning mature ...

ANZ hit with $15m penalty for misleading customers

ANDREW MCKEAN  |  TUESDAY, 26 SEP 2023
ANZ Bank has been ordered to pay $15 million by the Federal Court for misleading customers over the funds available to them in select credit card accounts. The Court found that ANZ breached both the ASIC and the National Consumer Credit Protection Act ...

Singaporean wealth manager mandates Aussie boutique

CHLOE WALKER  |  FRIDAY, 22 SEP 2023
Melbourne-based Spatium Capital has received an undisclosed investment from Singaporean wealth manager Conduit Group (Conduit) in its Small Companies Fund (SSCF). Conduit, an integrated financial services company that offers securities dealing, wealth ...

ARK Invest acquires European ETF issuer

ANDREW MCKEAN  |  THURSDAY, 21 SEP 2023
... years, almost since we began the firm, when we were coming to Europe, and with this acquisition 'ARK Invest Europe' will roll out during the next few months." The Rize ETF brand will be phased out, transitioning into ARK Invest Europe, the hub for ARK's ...

Project to tackle dwindling number of risk advisers

CASSANDRA BALDINI  |  TUESDAY, 19 SEP 2023
In response to the scarcity of risk advisers in the country, Risk Hub and LGF Financial Services (Loyalty) are collaborating on a pilot project aimed at addressing the issue. The pilot project, due to be rolled out in the coming months, will invite ...

CFA Institute launches private markets, alternatives certificate

ANDREW MCKEAN  |  MONDAY, 18 SEP 2023
... needed to open doors, further their careers, and benefit clients." Fernard also flagged that the CFA Institute has plans to roll out additional advanced certificates that will equip learners with more skills. CFA Societies Australia chief executive Lisa ...

Perpetual shutters innovation fund, Pendal funds

JAMIE WILLIAMSON  |  THURSDAY, 14 SEP 2023
Despite returning over 40% last financial year, Perpetual is terminating a six-year-old global equities fund. It will also shutter several Pendal funds in November. The Perpetual Global Innovation Share Fund was launched in June 2017 and invested in ...

Aware Super rolls out adviser portal

KARREN VERGARA  |  THURSDAY, 14 SEP 2023
Aware Super has launched a new portal for financial advisers as part of its digital transformation project. Adviser Portal can view their client dashboards, change investment options, manage client contributions, and track actions requested on behalf ...

Wheelhouse repositions global equity fund

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
Wheelhouse Partners has rebranded its global equity strategy to reflect how investors use the fund within their alternatives allocation. The Wheelhouse Global Equity Income Fund, which has about $100 million in assets under management, is now known ...

Two top Global X executives exit

KARREN VERGARA  |  TUESDAY, 12 SEP 2023
Two senior executives leading distribution and investment strategy respectively have exited Global X ETFs amid a local restructure. Head of distribution Kanish Chugh has been made redundant just shy of 10 years of tenure. Chugh started out as a business ...