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Showing 21 - 30 of 515 results for "Fidelity"

Fidelity International launches first global equity SMA

ANDREW MCKEAN  |  WEDNESDAY, 11 JUN 2025
Fidelity International has unveiled its first global equity separately managed account (SMA) in Australia, with support from private wealth partner Emanuel Whybourne & Loehr. The Fidelity Global Top 50 ex Australia Portfolio draws on the firm's global ...

MAX Awards honour best of the best

STAFF WRITER  |  FRIDAY, 6 JUN 2025
... Katelyn Hynes of Ptarmigan Media who was named Executive of the Year - Agency. Other winners included Colonial First State, Fidelity International, La Trobe Financial, and UniSuper. Commenting, Financial Standard executive director of media Michelle ...

Analyst promotions: Frontier, Fidelity, ART

ELIZABETH FRY  |  THURSDAY, 15 MAY 2025
... later this month, focusing on investment and manager research. She will be based in the Melbourne office. Meanwhile, Fidelity International has appointed Zara Lyons as portfolio manager within its Australian equities team. Based in Sydney, Lyons will ...

Blue Owl completes local private wealth team

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
... has done about 70% of the transactions and dominates the sale-leaseback transactions space. Santer previously served as Fidelity International's regional lead for wholesale, alongside his role as head of private banking, wealth and strategic clie ...

Aussies need help to navigate the great wealth transfer: Fidelity

MATTHEW WAI  |  FRIDAY, 4 APR 2025
... wealth transfer, many are voicing concerns around navigating the legal, financial and investment aspects, a new study by Fidelity International found. In the next 20 years, Australia is on track to transfer $3.5 trillion between generations, with Generation ...

Anthony Doyle quits Schroders, rejoins Pinnacle

ELIZABETH FRY  |  TUESDAY, 1 APR 2025
Anthony Doyle has left Schroders Australia just six weeks after joining the firm's global equities team and returned to Pinnacle Investment Management. In February, Doyle jumped from Pinnacle-backed Firetrail Investments - as head of investment ...

Nominate now for the 2025 MAX Awards

STAFF WRITER  |  TUESDAY, 25 MAR 2025
... years' industry experience. In all, there are 22 awards to be won. Winners in 2024 included Betashares, BlackRock, Fidelity, La Trobe Financial, Insignia Financial, and HUB24. Nominations close April 4, with voting to take place from April 14 through ...

Underperforming managers in China could see pay halved

KARREN VERGARA  |  MONDAY, 17 MAR 2025
... trade war with the US. "While China's mutual fund industry continued to grow and attract global asset managers like Fidelity International Ltd. in the past few years, many products underperformed, hurting client trust and hampering fund raisings," ...

Gender parity in financial services an economic imperative

KARREN VERGARA  |  MONDAY, 10 MAR 2025
... key driver in tackling women's lack of participation in investing and managing their finances. A new survey from Fidelity International shows that only 13% of Australian women feel confident about their long-term financial goals compared to 22% of ...

Tokenisation can save US$135m in back-office costs: Study

KARREN VERGARA  |  FRIDAY, 7 MAR 2025
... may deliver and the associated benefits," Godins said. A proof-of-concept partnership recently announced by Citi and Fidelity International aims to tokenise money market funds and digital foreign exchange swaps with the help of the Monetary Authority ...