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Showing 471 - 480 of 2689 results for "Holdings"

Domestic bias swells for HNWIs

KARREN VERGARA  |  MONDAY, 13 DEC 2021
... years ago to 73.4% in 2021, Crestone Wealth Management's 2021 State of Wealth report finds. This is closely followed by holdings in cash (72.4%) and direct residential property (43.4%). COVID-19 has prompted two-thirds (36.2%) of HNWIs either to change ...

Super funds lambasted over nuclear holdings

CHLOE WALKER  |  THURSDAY, 9 DEC 2021
... New research from the Australia Institute and Quit Nukes shows most major Australian superannuation funds still have holdings in nuclear weapons. Nearly one year since the UN Treaty on the Prohibition of Nuclear Weapons (TPNW) came into force (January ...

Sydney Airport takeover given green light

JAMIE WILLIAMSON  |  THURSDAY, 9 DEC 2021
... AustralianSuper owns 5.25% of Perth Airport. Outside of the four cities specified in the legislation, IFM Investors also has holdings in Adelaide Airport and Darwin Airport. However, ACCC chair Rod Sims said the regulator's investigation found there ...

LIC appoints former Wallaby as director

KARREN VERGARA  |  WEDNESDAY, 8 DEC 2021
... and a former director of Diversa. Currently, Poidevin serves as a non-executive director at ASX-listed Stealth Global Holdings and is president of Total Brain, a mental health and awareness platform. WAM chair Geoff Wilson welcomed Poidevin, saying that ...

Schroders launches Schroder Australian Equity Long Short Fund

CHLOE WALKER  |  WEDNESDAY, 1 DEC 2021
... said. Koh added this fund is more likely to be appropriate for investors seeking to improve returns by balancing existing holdings in passive or core equity funds with exposure to a fund with more active positions. "Investors who are looking for capital ...

Count Financial adds advice firm

KARREN VERGARA  |  TUESDAY, 30 NOV 2021
... February 2021 by directors Christine Lusher and Norma Samson. In June, it took a 49% stake in Southern Cross Business Holdings, an accounting firm based in Victoria. Count Financial's parent company CountPlus saw a 59% drop in net profit to $7.1 ...

Are managed accounts living up to the hype?

ELIZABETH MCARTHUR  |  THURSDAY, 25 NOV 2021
... space that remain fairly opaque," Bevan argued. He said managed accounts have delivered on transparency of investment holdings and fees. For example, it's difficult to find data comparing one managed account to another on returns and fees - whereas ...

Link updates on bid offers

ANNABELLE DICKSON  |  TUESDAY, 23 NOV 2021
... Group's progress in its takeover bid. Link received an unsolicited, conditional and non-binding proposal from LC Financial Holdings to acquire all BCM for €65 million. The offer includes a €50 million payment upfront and a deferred payment of €15 ...

Saxo taps Bell Direct, IOOF talent

ELIZABETH MCARTHUR  |  MONDAY, 22 NOV 2021
... previous senior market strategist Eleanor Creagh departed in August to join REA Group as a senior economist. Former IOOF Holdings national financial wellbeing manager David Harvie also joins Saxo as head of direct sales. "I'm looking forward to sinking ...

InvestSMART launches ethical product

ANNABELLE DICKSON  |  THURSDAY, 18 NOV 2021
... positions and other asset types deemed not relevant for ESG analysis are excluded from the criteria. The current top holdings in the fund are CSL, Commonwealth Bank, Apple, Microsoft and Westpac. The offer opened on November 15 and closes on November ...