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Showing 21 - 30 of 175 results for "WAM"

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 ...

Activist fund manager promotes three staffers

ELIZABETH FRY  |  THURSDAY, 8 MAY 2025
... investing in companies with compelling fundamentals and macroeconomic thematics. She also works on the firm's latest product - WAM Income Maximiser - a listed investment company that offers investors steady monthly income stream and capital growth ...

OneVue, Spectrum drive Praemium to record FUA

JAMIE WILLIAMSON  |  THURSDAY, 24 APR 2025
The acquisition of OneVue and significant flows into the recently launched Spectrum offering have pushed Praemium's funds under administration (FUA) to $62.3 billion. Praemium's total FUA is up 17% year on year, its most recent quarterly update shows. ...

AOF asset settlement delayed, on track for June delisting

KARREN VERGARA  |  TUESDAY, 22 APR 2025
... Canberra. Last May, Wilson Asset Management bought 9.8 million shares in AOF, paying $1.20 per share for its ASX-listed LIC WAM Strategic Value. AOF traded at 88 cents per share at the time of writing.

Wilson AM to launch first monthly LIC strategy

MATTHEW WAI  |  THURSDAY, 13 MAR 2025
... income stream and capital growth with "less risk" once launched on the Australian Securities Exchange (ASX) on April 30. The WAM Income Maximiser (ASX:WMX) aims to provide monthly franked dividends and capital growth by investing in 40-70 equities and ...

Dania Zinurova exits Wilson AM

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
... alternative assets specialist has popped up at Dexus as its head of infrastructure funds. Dania Zinurova - the portfolio manager for WAM Alternative Assets and now fund manager of Dexus Diversified Infrastructure Trust (DDIT) - has held many leaderships ...

Praemium names interim CFO

KARREN VERGARA  |  WEDNESDAY, 5 MAR 2025
Praemium appointed a chief financial officer to replace Dave Coulter in the interim. Simon Moore is the temporary finance chief as Praemium searches for permanent replacement. Coulter was in the chief financial officer role from March 2022. Prior to ...