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Showing 71 - 80 of 2920 results for "Phil"

Diverged focus for HNWs presents adviser opportunity: Report

MATTHEW WAI  |  MONDAY, 24 NOV 2025
Australia's high-net-worth (HNW) population continues to grow but so do risks related to their investments, as over a quarter now seek advice due to shifted priorities and a focus on private markets. LGT Wealth Management's 2025 State of Wealth ...

Privity adds to sales team

ELIZABETH FRY  |  THURSDAY, 20 NOV 2025
Private credit specialist Privity Credit has bolstered its national distribution team with the appointment of Natalie Philips as state distribution manager for New South Wales and Queensland. Operating from Sydney, Philips will partner with Melbourne-based ...

Advice sector looks to offshore talent to bridge skills gap

KARREN VERGARA  |  THURSDAY, 20 NOV 2025
The financial advice profession is helping solve the talent shortage by tapping into the offshoring workforce, offering pathways to education and training, according to Financial Advice Association Australia (FAAA). At the annual Congress in Perth ...

Why risk advice is on the verge of collapse: Experts

MATTHEW WAI  |  WEDNESDAY, 19 NOV 2025
... heard. There are currently only 185 risk specialists across Australia, FAAA general manager of policy, advocacy and standards Phil Anderson confirmed, and around 600 advisers who are responsible for at least half of the Australian risk businesses. Anderson ...

The Big Short's Michael Burry shutters fund

KARREN VERGARA  |  FRIDAY, 14 NOV 2025
... state that the fund had about US$155 million in assets under management. Burry was the portfolio manager of the fund, while Phil Clifton was the associate portfolio manager. George Serra was the chief operating officer. In the letter, Burry said: "I ...

Pengana hires Tyndall veteran

ELIZABETH FRY  |  THURSDAY, 13 NOV 2025
Pengana Capital Group has bolstered its Australian equities investment expertise with the appointment of a senior portfolio manager. Michael Maughan brings over 25 years of experience in equities research and portfolio management, including an 18-year ...

Aware Super, Barings spin-off BTR portfolio

MATTHEW WAI  |  THURSDAY, 13 NOV 2025
Aware Super and Barings are turning their build-to-rent (BTR) portfolio into a standalone brand named WeAreLiving, aiming to grow the platform to $2 billion in the next five years. From this week, an initial seven BTR buildings will be represented by ...

ASX names chief compliance officer

MATTHEW WAI  |  TUESDAY, 11 NOV 2025
ASX has appointed a former APRA general counsel to the role of chief compliance officer, reporting to chief executive Helen Lofthouse. Lucinda McCann is succeeding Daniel Moran, who announced his resignation in July after 15 years at the exchange. McCann ...

Wealthy families double down on private markets: JP Morgan

RIDDHIMA TALWANI  |  MONDAY, 10 NOV 2025
Wealthy families are doubling down on private investments rather than dialing back, according to the latest Principal Discussions released by JP Morgan. JP Morgan interviewed 111 billionaire principals, working with the world's wealthiest families globally ...

Milford launches two products in response to adviser demand

MATTHEW WAI  |  MONDAY, 10 NOV 2025
Milford Australia has launched two new actively managed funds, including a fixed income strategy in response to growing adviser demand for more liquid, transparent credit solutions. Both the Corporate Bond Plus Fund and the Australian Active 100 Fund ...