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Showing 41 - 50 of 297 results for "Ultra"

Asset management brand power a 'critical differentiator': ISS

ANDREW MCKEAN  |  THURSDAY, 8 AUG 2024
In an ultra-competitive asset management industry, a firm's brand is a critical differentiator in gaining the trust of financial advisers, according to ISS Market Intelligence research. Having surveyed more than 900 advisers, asking for their opinions ...

Wilsons Advisory snaps up private wealth practice

ELIZA BAVIN  |  FRIDAY, 2 AUG 2024
... coming together and excited about the opportunity to expand our reach and breadth of services to Australia's high and ultra-high net worth individuals and family offices." Skillecorn added that he was delighted to be welcoming the new additions to ...

Data concerns land Fiducian with additional licence conditions

JAMIE WILLIAMSON  |  TUESDAY, 16 JUL 2024
... 9000 members. This comprises the Fiducian Balanced Fund, Fiducian Capital Stable Fund, Fiducian Growth Fund, and Fiducian Ultra Growth Fund which, as trustee-directed products, were assessed under the performance test for the first time last year and ...

Advent International lands in Australia, names MD

KARREN VERGARA  |  WEDNESDAY, 3 JUL 2024
... Transaction Services Group (now part of Xplor Technologies), and defence, aerospace, and technology companies Cobham and Ultra Electronics. Advent managing partner Shweta Jalan said establishing a presence in Australia and New Zealand will support continued ...

HNWIs wealth reaches unprecedented levels

ANDREW MCKEAN  |  FRIDAY, 7 JUN 2024
... increase their investments in private equity during 2024, aiming to capitalise on potential future growth opportunities. Ultra-high-net-worth individuals (UHNWIs), the most concentrated group among the wealthy, hold over 34% of total HNWI wealth but ...

Brookfield Oaktree to further democratise alternatives in Australia

ANDREW MCKEAN  |  TUESDAY, 28 MAY 2024
... continuum. Consequently, the business has sought to provide different access points for wealth investors, whether they're ultra-high-net-worth individuals, family offices, or wholesale investors needing more liquidity. "We saw institutions rapidly ...

Macquarie Asset Management launches low-cost active ETFs

ANDREW MCKEAN  |  THURSDAY, 16 MAY 2024
Macquarie Asset Management (MAM) has launched two ultra low-cost systematic active ETFs on the ASX that seek to enhance returns over index performance. The ETFs will endeavour to outperform the index by combining data science and human intelligence. ...

Advisers should leverage US tech blueprint: SIAA panel

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
... technology is unlocking is wealth managers horizontally and vertically integrating, enabling them to cover the client spectrum of ultra-high-net worths all the way down to the mass market. "The upshot here is that technology is really powering the transformation ...

The top investment funds over the past year

ANDREW MCKEAN  |  FRIDAY, 10 MAY 2024
... Galaxy Digital, CleanSpark, and Marathon Digital Holdings - account for nearly 50% of the fund's weighting. The Global X Ultra Long NDQ 100 Hedge Fund (ASX: LNAS) came second with an 84.5% return. The fund offers investors positively geared exposure ...

ClearBridge launches first local global equity fund

KARREN VERGARA  |  MONDAY, 29 APR 2024
... future. "We believe that increased volatility over the past few years as economies experienced higher inflation and the end of ultra-low interest rates, combined with the increased concentration risk in global equity indices, is driving financial advisers ...