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| | | ASIC is suing Fortnum Private Wealth for allegedly failing to manage and comply with its cybersecurity obligations that exposed the information of its financial advisers and clients. In the NSW Supreme Court, ASIC alleges Fortnum exposed its authorised ... |
| | | | Susan Looi has been appointed to the role, bringing more than 25 years' experience to the fold. She was most recently at ANZ where she was general manager, enterprise risk for five years to December 2023. She initially joined ANZ in 2012, first at ANZ ... |
| | | | ... it would be submitting the proposal at the productivity roundtable. "Labor has resisted change to the CGT discount for too long," co-author of the paper and McKell chief executive Edward Cavanough said. "It needs to creatively reform this poorly targeted ... |
| | | | ... "Recent market volatility has highlighted the need from institutional investors for diversified portfolios that can provide long-term stable returns, and experienced managers with deep knowledge of this asset class." The final close continues the firm's ... |
| | | | ... management markets in Malaysia and Australia." "We are focused on providing compelling investment opportunities to support KWAP's long-term investment objectives, as we continue to grow our network of global capital partners and focus on delivering strong ... |
| | | | ... business. The firm said her arrival marks an exciting step forward in their commitment to responsible investment innovation and long-term value creation for clients, building on their existing responsible investment expertise. Head of product and marketing ... |
| | | | ... moving to the superannuation sector, he worked at LGT Capital Partners in Zurich and Aqua-Spark in the Netherlands. He is a long-time consultant to the CFA Institute. His resume also features a stint in media where he hosted roundtables, crafted strategic ... |
| | | | ... recent role. Previously, she was the head of investment strategy and research management at Allard Partners, an Asian-focused, long-only, high conviction equities fund manager. During her career, Taylor has held roles with IAG, Merrill Lynch, Westpac ... |
| | | | ... public markets and short-term thinking," Gottlieb said. "Because it's a family investment, often these investors take a long-term view and see through market variability. There is often a more personalised approach, too, meaning a family office may ... |
| | | | ... "Importantly, evergreen structures are not unique to retailisation. In core private credit and real assets, evergreens have long been used by institutional investors and demonstrated considerable resilience," the report said. "These strategies are often ... |
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