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Showing 21 - 30 of 8652 results for "Managed"

Perpetual asset management outflows hit $9.6bn

VINNY VUCAGO  |  WEDNESDAY, 21 OCT 2026
... billion in custody. Debt Market Services benefited from new issuance, higher transaction volumes and new client wins, while Managed Funds Services grew through new and existing relationships. Digital and Markets also recorded growth in it's Perpetual ...

Adviser stripped of AFSL he claimed he didn't hold

MATTHEW WAI  |  WEDNESDAY, 21 OCT 2026
... authorised representative, so I don't recommend or give opinions on financial products such as super, shares, ETFs, managed funds or insurance," the website noted. "What I do is build detailed models of the decisions you're weighing up, so you ...

Regulating for culture

RIDDHIMA TALWANI  |  TUESDAY, 20 OCT 2026
... that sometimes there is real value in having a former auditor on a board's audit and risk committee, provided the bias is managed. "Where a director has a former relationship with the audit firm, shareholders need more than a generic independence statement," ...

Platinum awards mandate, changes fund name

MATTHEW WAI  |  TUESDAY, 20 OCT 2026
... 26, the Platinum International Health Sciences Fund will be renamed the East Rocky Health Sciences Fund, which will be managed by East Rocky Asset Management, as previously announced by L1 Group in September. East Rocky Biotech Asset Management is a ...

ASX turns up heat on Clime Capital following KPMG scrutiny

KARREN VERGARA  |  TUESDAY, 20 OCT 2026
... million in FY26 because it "significantly outperformed the benchmark". Some of its unlisted assets are held in trusts managed by Securities Bailment Solutions (SBS), namely SBS Mortgage, SBS Mortgage4 and SBS Mortgage5. Others include the Southern Cross ...

Robeco pitches Enhanced Indexing strategy to instos

KARREN VERGARA  |  MONDAY, 19 OCT 2026
... concentration problem that passive exposure alone doesn't solve." The Australian strategy holds about 150 positions. It is managed by Robeco's quantitative portfolio management team in the Netherlands with support from Hong Kong-based Joshua Crabb, the ...

ASIC bans 14th adviser from MWL

MATTHEW WAI  |  MONDAY, 19 OCT 2026
... projections and graphs suggesting Shield had generated returns and outperformed alternative products since 2016, despite the managed investment scheme only commenced operating from May 2021. ASIC found those statements were likely to induce clients to ...

Perennial expands wholesale offer for pre-IPOs

MATTHEW WAI  |  FRIDAY, 16 OCT 2026
... $100,000. The Perennial Marquee Fund, structured as an open-end investment, provides wholesale investors with an actively managed global portfolio of 20 to 30 private companies, targeting a 15%+ p.a. return over a full cycle, before fees. The fund will ...

Macquarie wealth investment chief to depart

MATTHEW WAI  |  FRIDAY, 16 OCT 2026
... highly strategic chief investment officer," Power said. "The tenure of any chief investment officer makes a big mark on a managed funds business, and we look forward to the significant contribution Paul will make for our clients as Fisher Funds continues ...

Betashares-backed MA appoints head of adviser engagement

STAFF WRITER  |  THURSDAY, 15 OCT 2026
... at Trellia Wealth Partners. Belinda Barclay has been appointed head of adviser engagement at Trellia Wealth Partners, a managed accounts business formed last year through the merger of Betashares' managed accounts division and InvestSense. At Trellia ...