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Showing 41 - 50 of 582 results for "Wilson"

Wilson AM to launch first monthly LIC strategy

MATTHEW WAI  |  THURSDAY, 13 MAR 2025
... dividends and capital growth by investing in 40-70 equities and corporate debt instruments - the first Australian LIC to do so, Wilson Asset Management (WAM) said. The portfolio will consist of companies with the ability to grow and sustain distributions ...

Dania Zinurova exits Wilson AM

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
Wilson Asset Management's 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 ...

Boutique appoints distribution lead

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
... worked at BT Financial Group, most recently as a superannuation and investments manager. Following Dixon's departure, Wilson stepped into the role of head of distribution for wealth and intermediaries at Remara. I'm excited to work alongside ...

Centaur goes self-licensed, appoints former dealer group head

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
Financial planning firm Centaur Financial Services has moved to its own AFSL and made a key hire in the process. Since 2015, Centaur has operated under a co-op licence with RFS Advice, Evalesco, and Guide Financial to reduce costs. However, Centaur ...

High-profile stockpicker hires from WTW

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... Sydney-based fund manager which invests more than $6 billion on behalf of retail and wholesale investors. Nick Kelly has joined Wilson Asset Management as the portfolio manager for the alternative assets fund. Kelly will replace Dania Zinurova who is ...

Wilson Asset Management launches Founders Fund

ANDREW MCKEAN  |  TUESDAY, 4 FEB 2025
Wilson Asset Management has launched the Founders Fund this week, based on chair Geoff Wilson's view that founder-led companies outperform over the medium to long term. Documents on the new fund, which is backed by founder-led executives, chief executives ...

Bell Financial expects revenues, profits to rise

ANDREW MCKEAN  |  THURSDAY, 16 JAN 2025
... businesses, and access to the broader array of products and services available within BFG," Bell Financial Group chair Brian Wilson said. The SelfWealth board agreed to enter exclusive negotiations with Bell Financial to progress a binding implementation ...

New investment fund to drive gender equality

MATTHEW WAI  |  THURSDAY, 5 DEC 2024
... work-both in growing wealth for our investors and in advancing the cause of gender equity," Future Generation founder Geoff Wilson said. "We are excited to be launching Australia's first philanthropic women's investment fund, utilising the Future Generation ...

Bell Financial takes lead on SelfWealth takeover

KARREN VERGARA  |  MONDAY, 25 NOV 2024
... almost 130,000 active portfolios and increase BFG's sponsored holdings by $11 billion to $94 billion," BFG chair Brian Wilson said. "While Selfwealth and Bell entered into an exclusivity deed following receipt of the 22c Bell proposal, the 23c Axi proposal ...

Bell Financial Group bids $51m for SelfWealth

KARREN VERGARA  |  WEDNESDAY, 13 NOV 2024
... recommend that its shareholders vote in favour of the BFG proposal in the absence of a superior proposal. BFG chair Brian Wilson said: "Clients of both businesses will benefit from a superior user experience through leveraging the respective strengths ...