Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 711 - 720 of 5742 results for "Small"

Family offices feeling optimistic about 2024

CHLOE WALKER  |  MONDAY, 18 SEP 2023
Hopes are high for global family offices as Citibank's latest report records overall optimism for the next 12 months, notwithstanding concerns about inflation and geopolitical strife. According to Citibank's Global Family Office Survey Insights 2023 ...

Perpetual shutters innovation fund, Pendal funds

JAMIE WILLIAMSON  |  THURSDAY, 14 SEP 2023
... European Share Fund, and the Pendal American Share Fund will all be shuttered on November 28. The decision is due to their small size and high running costs and cannot be managed in a cost-efficient way. They've also all "experienced consistent outflows ...

SG Hiscock starts distributing small cap fund

CASSANDRA BALDINI  |  THURSDAY, 14 SEP 2023
... partnered, SG Hiscock & Company (SGH) and the US-based asset manager EAM Global Investors (EAM) have jointly launched a global small cap fund in Australia. The EAM Global Small Companies Fund holds between 100 to 150 companies and will be distributed ...

A roadmap for transitioning to managed accounts

ANDREW MCKEAN  |  THURSDAY, 14 SEP 2023
Netwealth has unveiled a blueprint to a successful transition to managed accounts for financial advisers, centring on staff training, client messaging, and planning. At today's Financial Standard Best Practice Forum on Managed Accounts, Netwealth's ...

Ring-fencing super for aged care adds complexity, cost: ASFA

ANDREW MCKEAN  |  WEDNESDAY, 13 SEP 2023
... for aged care costs. ASFA argued that ring-fencing would likely result in allocated funds that are either too large or too small to adequately cover an individual's aged care expenses. Such a measure would also constrain retirees' ability to ...

Largest pension funds see drop in assets: Research

CASSANDRA BALDINI  |  TUESDAY, 12 SEP 2023
The top 300 pension funds in the world, including 16 local super funds, have seen their assets drop for the first time since 2018. According to the Global Top 300 Pensions Funds report, conducted by Willis Towers Watson (WTW) and the Thinking Ahead ...

Causeway PM, H&G form joint venture

CASSANDRA BALDINI  |  MONDAY, 11 SEP 2023
... private debt space, with a particular focus on direct lending to middle-market corporates. Meanwhile, H&G actively invests in small to medium-sized operating businesses that have sustainable competitive advantages and strong growth prospects. Causeway ...

hmh Advisory launches online platform

CASSANDRA BALDINI  |  FRIDAY, 8 SEP 2023
... in their wealth-building journey. He further stated it also aligns with the firm's mission to service the needs of busy small-to-medium business owners, who make up the majority of clients. "Since our founding over 45 years ago, hmh Advisory has sought ...

Spaceship launches US investing service

JAMIE WILLIAMSON  |  WEDNESDAY, 6 SEP 2023
... capitalise on the growth potential of leading US companies." All transactions will be conducted in Australian dollars, with a small foreign exchange fee applied. "We are making accessing the US market easier than ever before, while also encouraging healthy ...

Willis Towers Watson buys funds from advice group

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2023
Willis Towers Watson acquired two managed investment schemes from Profile Financial Services, as the latter looks to focus its efforts on financial advice. The two multi-asset, multi-manager unitised schemes have been operated by Profile since their ...