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Showing 31 - 40 of 639 results for "Lonsec"

SQM places private credit sector on watch

MATTHEW WAI | FRIDAY, 21 MAR 2025

... the highest possible ratings assigned to the Metrics Direct Income Fund (MDIF) from independent research houses including Lonsec and Zenith." "Private credit is growing because the asset class is meeting the needs of a large investment cohort, in particular ...

JANA hires Mercer principal

ELIZABETH FRY | THURSDAY, 20 MAR 2025

... investment consulting. He was a principal and senior investment consultant at Mercer for three years and held a similar role at Lonsec for six years before that. JANA head of wealth Michael Karagianis said Wilson's appointment comes at a pivotal ...

GDG sees profits soar $74m

ELIZA BAVIN | FRIDAY, 28 FEB 2025

... $4.4 million in the prior corresponding period. The massive jump in profit comes after GDG completed its acquisition of Lonsec Group which added $75.1 million. GDG also said it was now a leader in the managed accounts sector thanks to its acquisition ...

Perennial beefs up sales team

ELIZABETH FRY | THURSDAY, 20 FEB 2025

... earlier put in five years with Macquarie Group in a similar role. Finally, Tom Richardson joins Perennial from research house Lonsec Group as an investment specialist for Victoria, Tasmania and South Australia. At Lonsec, he worked as a business development ...

Generation Development Group buys Evidentia

MATTHEW WAI | MONDAY, 10 FEB 2025

... in funds under management (FUM), presenting an "exceptional growth opportunity" for GDG. Evidentia will be merged with Lonsec Investment Solutions to create Evidentia Group, GDG said. Moving forward, GDG will operate three distinct businesses: Generation ...

Fidelity makes key sales appointments

ELIZABETH FRY | WEDNESDAY, 6 NOV 2024

... with clients to communicate Fidelity's broad investment strategy market views and performance to clients. The former Lonsec executive director helped identify new investment capabilities and products to introduce into the local market. At Lonsec ...

Warakirri terminates Flinders fund

MATTHEW WAI | THURSDAY, 31 OCT 2024

... strong performance, delivering 23.3% in the first year and outperforming the index by 4.9%. It boasted a rating upgrade by Lonsec in 2017 and extended its offerings to retail investors on HUB24 in 2018 - the fund had some $5.6 million funds under management ...

GDG records highest quarterly FUM, inflows growth

MATTHEW WAI | MONDAY, 21 OCT 2024

... existing and new financial advice firms." GDG also confirmed it has completed the acquisition of the remaining interest in Lonsec on August 1, following its takeover earlier this year.

Expand bolsters SMA offerings amid $10bn milestone

MATTHEW WAI | WEDNESDAY, 16 OCT 2024

... complement existing investment managers of MLC Asset Management, Antares, Ausbil, BlackRock, DNR Capital, Elston, JBWere, Lonsec, Pendal, Perennial, Zenith and Zurich. MLC Expand chief executive Liz McCarthy celebrated the addition of the new offerings ...

Zenith appoints new head of research

ELIZA BAVIN | WEDNESDAY, 16 OCT 2024

... the US. Most recently, he worked with Morningstar as its global head of manager selection. Prior to that, he worked with Lonsec for over 10 years in several roles including general manager research and head of managed funds research. Huddy said Kennaway ...

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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