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Showing 821 - 830 of 17557 results for "Report"

CFS awards global equities mandate

KARREN VERGARA  |  TUESDAY, 27 MAY 2025
Colonial First State (CFS) has awarded a global equities mandate to a US$160 billion fund manager. US fund manager Brown Advisory has won the mandate to oversee the global equities strategy available on FirstChoice, debuting on May 24. The option - ...

'Going corporate' key to family business success: KPMG

ELIZA BAVIN  |  TUESDAY, 27 MAY 2025
... investment are key to achieving growth in family businesses, according to the latest KPMG Enterprise/STEP Global Family Business report. The new report - which surveyed 2683 family businesses in 80 countries, including Australia - looked at the evolution ...

Australian investors loyal to wealth managers - until they're not

ANDREW MCKEAN  |  MONDAY, 26 MAY 2025
... willingness to stay with their wealth provider than their global counterparts, according to the 2025 EY Global Wealth Research Report. However, despite this relative loyalty, more than one in five investors still plan to shift over half of their portfolio ...

Family offices to splash cash in APAC

JAMIE WILLIAMSON  |  FRIDAY, 23 MAY 2025
... five years. In 2024, the average APAC family office allocated 24% to equities and 20% to bonds from developed markets. The report noted there is caution among APAC family offices, with the region's family offices holding an average of 12% in cash or ...

ASIC accuses Kalkine of providing unlicensed advice

ELIZA BAVIN  |  FRIDAY, 23 MAY 2025
... with its obligations as an AFS licensee. "These conditions require Kalkine to engage a consultant to review, assess and report to ASIC whether Kalkine's interactions with its customers are compliant and its supervision mechanisms are adequate," ASIC ...

Super moves: Future Fund, WTW

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025
... joining the Future Fund, she was investment director for sustainable investment, APAC at Wellington management. Matthew will report to Kristen, Kirsten Simpson, who leads the dedicated, responsible investment team. The second recruit has been appointed ...

QIC hires institutional sales director

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025
A long-time Schroders Australia executive has joined QIC's institutional distribution team as a director. The Queensland state government-owned investor confirmed the appointment of Tracy Abercromby, who will be based in QIC's Sydney office. ...

New gigs for Qantas Super execs

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025
Three Qantas Super executives have landed in new roles following the merger of the fund with Australian Retirement Trust in March. This is in addition to the appointment of Qantas Super boss Michael Clancy to the top investment job at REST Super. Clancy ...

DeepSeek, Alibaba: Silver linings for emerging markets strategy

KARREN VERGARA  |  THURSDAY, 22 MAY 2025
DeepSeek and Alibaba's rise from the ashes have bolstered the case for investing in Chinese companies, according to an emerging markets expert seeking the best opportunities in the face of geopolitical tensions and heightened risks. J.P. Morgan ...

DASH partners with S64

ELIZA BAVIN  |  THURSDAY, 22 MAY 2025
DASH Technology Group (DASH) and S64 have announced a strategic partnership designed to enhance access to private market investments for financial advice firms and their clients. Through the partnership, Australian advisers will have access to private ...