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Showing 531 - 540 of 20487 results for "Investor"

Clime shutters two funds, offloads retail book

KARREN VERGARA  |  TUESDAY, 25 NOV 2025
Clime Investment Management is shuttering two funds, one of which is under an ASIC investigation, and will offload its retail client book for $1.65 million to an undisclosed financial advice practice. At the annual general meeting last week, Clime chair ...

Revolution AM appoints distribution lead to drive expansion

RIDDHIMA TALWANI  |  TUESDAY, 25 NOV 2025
... will be crucial to expanding its private credit engagement. Price will focus on developing products to meet evolving investor needs while expanding the reach of its suite of private credit strategies, as they attract unprecedented interest from retail ...

Mason Stevens secures mandate from UHNW advisory

ELIZA BAVIN  |  TUESDAY, 25 NOV 2025
Mason Stevens has partnered with independent advisory firm GloryHouse - headed by Morgan Stanley alum Garth Hu - which will leverage Mason Stevens' platform for its investment management and client services. The partnership represents a significant ...

Diverged focus for HNWs presents adviser opportunity: Report

MATTHEW WAI  |  MONDAY, 24 NOV 2025
... from 20% to 17% for HNWs and from 17% in 2024 to just 9% in 2025 for UHNWs. Overall, the research reveals a maturing investor cohort focused on sustainable income, portfolio resilience, and legacy transfer, it said. "With a historic transfer of wealth ...

T. Rowe and Oak Hill launch flexible credit income fund

RIDDHIMA TALWANI  |  MONDAY, 24 NOV 2025
... while maintaining a disciplined risk framework." The fund will be distributed by T. Rowe Price and be available to both Investor Directed Portfolio Service (IDPS) and superannuation accounts. T. Rowe Price country head for Australia and New Zealand Darren ...

Quay Global lists two active ETFs

ANGELIQUE MINAS  |  MONDAY, 24 NOV 2025
... fastest-growing investment partners. These two new active ETFs represent an important step in Bennelong's strategy to enhance investor access to our leading investment solutions." Bennelong Funds Management chief executive John Burke said: "Active ETFs ...

AustralianSuper names chief financial officer

MATTHEW WAI  |  FRIDAY, 21 NOV 2025
... 2024. Commenting, Chen said she is looking forward to joining the super fund. "AustralianSuper is a significant global investor and I am excited to join a team focused on helping 3.6 million members achieve their best financial position in retirement," ...

PE activity to continue momentum in 2026: Corrs

RIDDHIMA TALWANI  |  FRIDAY, 21 NOV 2025
Private equity activity will continue gaining momentum in the next year, according to the 2026 outlook by Corrs Chambers Westgarth. Corrs expects continued appetite for growth in technology, business services and financial services, and growing interest ...

Assembly Funds Management reopens second retail fund

MATTHEW WAI  |  FRIDAY, 21 NOV 2025
Over a year since the second close of the fund, the Lowy family-backed Assembly Funds Management (AFM) has once again reopened the Australian Diversified Property Fund 2 (ADPF2), with 65% now invested across the living, retail and office sectors. The ...

Ditch cash, curb emotionally led investing: Expert

KARREN VERGARA  |  FRIDAY, 21 NOV 2025
... to fail to get there." After compiling several academic and industry studies, Oxford Risk estimates that the average investor foregoes returns of 3% p.a. after making suboptimal, emotionally led investing decisions.