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| | | Australian Unity will wind down Platypus Asset Management, its wholly owned Australian equities fund manager, following a strategic review of the business. Australian Unity chief executive, wealth and capital markets, Balaji Gopal said the business ... |
| | | | ... Consider a situation where a financial adviser believes an investment is no longer suitable for their clients. Perhaps a fund manager is underperforming or a stock held directly by clients needs to be sold. In the past, advisers would often have to wait ... |
| | | | ... overseeing a team of 20 covering master trust client service, business development and operations. He joined the fund manager in 2004 as an actuary to several defined benefit funds, advising on all superannuation matters and contributing to thought leadership ... |
| | | | ... vehicle relating to one of the near-complete Bathla construction projects. La Trobe Financial, the $25 billion private fund manager, chief investment officer Chris Paton said the quality of any lending portfolio comes down to asset quality, to diversification ... |
| | | | The Financial Services Council (FSC) has released a new standard and guidance note for members on private markets, with a special focus allocated for private credit managers. Both the FSC Standard No. 30: Private Markets Best Practice Principles (mandatory) ... |
| | | | Regal Funds Management's Philip King has handed in his notice period, announcing his retirement strategy that will see his departure in 2027. Regal said King will remain with the company until at least June 30 of next year, ensuring an orderly transition ... |
| | | | ... investment manager TSW for $414 million. Two years later, Perpetual formally acquired Pendal, which also owned global fund manager J O Hambro Capital Management (JOHCM). The group currently has $227.5 billion in assets under management. Perpetual assured ... |
| | | | ... management (FUM) down 9.5% despite resilient investment performance across several of its strategies. The ASX-listed fund manager reported closing FUM of US$156 billion ($242.2 billion) a year earlier, while net flows swing from a $11.2 billion inflow ... |
| | | | ... managers with proven track records, creating a strong barrier to entry that favours Qualitas' platform," the fund manager said. Furthermore, it is in "active discussions with existing and new investors on a pan-European private credit fund to anchor ... |
| | | | Frontier Advisers, Segal Marco Advisers and Lane Clark and Peacock (LCP) have decided to bring their Global Investment Research Alliance (GIRA) to a close, after 13 years of partnership. Established in 2013 between Frontier Advisors and Segal Rogerscasey ... |
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