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Showing 1 - 10 of 40 results for "Drummond"

CFS strengthens managed accounts menu

RIDDHIMA TALWANI  |  TUESDAY, 28 JUL 2026
... from 32 leading portfolio managers." CFS recently also expanded its FirstChoice Specialist menu with the addition of the Drummond index plus portfolios. CFS executive director for managed accounts Frances Taylor said: "Today's clients are the drivers ...

Special Feature: Rewarding patient capital

PENNY PRYOR  |  TUESDAY, 14 JUL 2026
... opportunities for wholesale and retail investors in Australia, such as the Evidentia Global Private Markets Fund, the Drummond Private Markets Portfolio and the newly launched FinCap Private Markets Platform. "The feedback that I've heard is that none ...

Kudu continues Australian expansion with fresh investment

MATTHEW WAI  |  THURSDAY, 25 JUN 2026
... acquired a minority stake in a Sydney-based financial advisory business mere days after an identical transaction with Drummond Capital Partners. Australian Financial Planning Group (AFPG) has secured a minority investment from Kudu with undisclosed fee ...

Kudu acquires minority stake in Drummond Capital Partners

MATTHEW WAI  |  MONDAY, 22 JUN 2026
New York's Kudu Investment Management has acquired a minority stake in boutique investment manager Drummond Capital Partners as it looks to expand scope across the domestic wealth management industry. Kudu's investment, although undisclosed, is structured ...

NGS Super awards mandate to Milliman FRM

KARREN VERGARA  |  WEDNESDAY, 15 APR 2026
... Financial Risk Management (FRM) as its new implementation manager. NGS Super senior portfolio manager for alternatives Carson Drummond said the partnership improves flexibility and efficiency in the fund's internal tactical asset allocation program ...

Drummond steps up governance and adviser support

ELIZABETH FRY  |  THURSDAY, 5 FEB 2026
Drummond Capital Partners is strengthening its governance and implementation functions with a senior hire, as the firm scales its adviser support platform. Cameron Mitchell joins the business with more than 14 years' experience in Australian financial ...

Drummond Capital broadens access to private markets offering

MATTHEW WAI  |  FRIDAY, 19 DEC 2025
Drummond Capital Partners has expanded its private markets offering to retail investors, available on BT Panorama through IDPS and superannuation. The firm has also launched a new private income portfolio designed to support retirement income. The Drummond ...

Drummond appoints chief commercial officer

ELIZABETH FRY  |  THURSDAY, 6 NOV 2025
Drummond Capital Partners has announced the appointment of Caitriona Wortley as chief commercial officer, marking the evolution of her strategic growth lead role over the past four years with the firm. In the new role, Wortley will be responsible for ...

Drummond Capital names new research head

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025
Drummond Capital Partners has promoted Adele O'Shannassy to the role, acknowledging her growing leadership within the firm's investment team. O'Shannassy will lead research across asset classes, supporting portfolio construction and strategy ...

Nuveen extends private credit fund to Australian investors

ELIZA BAVIN  |  TUESDAY, 3 DEC 2024
... Fund. Nuveen said the fund has already secured early investment from a range of Australian wealth managers, including Drummond Capital Partners, Stanford Brown, and Morrows Private Wealth. The fund is an Australian registered unit trust, and Channel ...
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