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Structural headwinds driving Australian capital offshore: Redican

RIDDHIMA TALWANI | TUESDAY, 3 MAR 2026

Structural impediments in the local economy are making offshore investments more appealing for Australian investors, according to NSW Treasury Corporation chief economist Brian Redican. Speaking on the 2026 Financial Standard Economic Outlook webinar ...

Former IFM executives branch out, launch Black Kite Partners

KARREN VERGARA | MONDAY, 2 MAR 2026

... announced it was dumping its private equity strategy to prioritise global investments, explaining it had struggled to scale the local strategy. Some $1 billion was invested in the private equity portfolio, representing 0.4% of IFM's allocation. With ...

Fidelity promotes high-profile resources analyst

ELIZABETH FRY | THURSDAY, 26 FEB 2026

... renowned metals and mining analyst to the rank of portfolio manager Sam Heithersay has been named co-portfolio manager of the local equity funds - Fidelity Australian Equities Fund and Fidelity Funds - Australian Diversified Equity Fund (SICAV). From ...

SMSFA recognises outstanding members

ELIZA BAVIN | FRIDAY, 20 FEB 2026

... chair of the Association's Professional Standards Committee and is a highly respected and active contributor to the NSW local community," Burgess said. Association chair Scott Hay-Bartlem praised Figot for his influence on the sector. "Bryce is renowned ...

Advisers at the forefront of elder financial abuse prevention

KARREN VERGARA | FRIDAY, 20 FEB 2026

... included working in trustee companies and in trustee companies, we have a lot of clients where we've had to go to a local guardianship programme or have an attorney removed," she said. "Almost all of those were family members, and in almost all those ...

QIC partners with Wollemi Capital in new $80m investment

RIDDHIMA TALWANI | FRIDAY, 20 FEB 2026

... system that returns many benefits. It reduces emissions, supports farmers, decarbonises industry and transport and boosts local jobs," Gorman said. "We're proud to be leading this project and we're excited to be partnering with QIC and Wollemi ...

Oaktree sales exec lands at Ares

ELIZABETH FRY | THURSDAY, 19 FEB 2026

Winnie Ramos, Oaktree Capital Management's local head of institutional sales, has joined Ares Management. A senior vice president at Oaktree, Ramos will serve as managing director and head of relationship management for Australia and New Zealand ...

DWS appoints Australian real estate head, steps up living sector push

RIDDHIMA TALWANI | MONDAY, 16 FEB 2026

... market and has already secured seed capital for its first project in its initial portfolio. Naumann highlighted Taylor's local knowledge in the living sector which he said will be instrumental in establishing the platform. "As a core pillar of our ...

Bullish on AI? Don't buy US tech: Vanguard

ELIZA BAVIN | FRIDAY, 13 FEB 2026

... Silicon Valley more productive. "What we learn is that general purpose technologies disrupt their own industry. The most local locomotives got hammered in transportation when the automobile came along because of inner city trucking," he said. "So trucking ...

Top JBWere wealth leader heads to UBS

ELIZABETH FRY | THURSDAY, 12 FEB 2026

JBWere has lost a high-profile leader from its executive team, with Andrew Bird resigning after almost a decade with the firm. Over the past ten years, he led JBWere, National Australia Bank's wealth management arm, overseeing teams serving high-net-worth ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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