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Showing 1 - 10 of 95 results for "Geoff Wilson"

WAM delivers standout 41% return in 2025

RIDDHIMA TALWANI  |  WEDNESDAY, 7 JAN 2026
... continues to deliver excellent investment portfolio performance for shareholders," WAM chair and chief investment officer Geoff Wilson said. Weick said in recent weeks the fund manager has seen a material shift in domestic investor sentiment as the outlook ...

WAM takes over PIA board, vows to lift underperformance

KARREN VERGARA  |  WEDNESDAY, 22 OCT 2025
... Equities (PIA) LIC in the hope of overhauling its investment strategy amid continued underperformance. WAM's Geoff Wilson and Jesse Hamilton, and Richard Caldwell and Julian Martin were appointed to PIA's board after shareholders voted in favour ...

Platinum LIC turns down WAM bid

KARREN VERGARA  |  FRIDAY, 3 OCT 2025
... Management. WAM flagged its intentions of becoming the investment manager in mid-August, additionally putting forth Geoff Wilson, Richard Caldwell and Julian Martin to be elected on the LIC's board. In the same month, PMC received a non-binding indicative ...

WAM eyes Platinum LIC

KARREN VERGARA  |  FRIDAY, 15 AUG 2025
... Asset Management." The three new director candidates WAM is putting forth are Richard Caldwell, Julian Martin and Geoff Wilson. More broadly, Platinum Asset Management's board has unanimously recommended merging with L1 Capital. Morningstar equity ...

Super tax requires a 'holistic' review: ASA

MATTHEW WAI  |  FRIDAY, 13 JUN 2025
... unrealised gains and implement indexation on the threshold to ensure "fairness". Similarly, Wilson Asset Management chair Geoff Wilson, who has been actively advocating against the bill, urged the industry to sign a petition opposing the tax. The petition ...

MP says Coalition will 'fight to the death' over $3m super tax

MATTHEW WAI  |  WEDNESDAY, 4 JUN 2025
... million] these days," Canavan argued before the segment was ended. It comes as Wilson Asset Management (WAM) chair Geoff Wilson is gaining signatures for a petition against Div 296, slamming it as a "stupid tax". WAM recently invited the industry to ...

Activist fund manager promotes three staffers

ELIZABETH FRY  |  THURSDAY, 8 MAY 2025
Wilson Asset Management has promoted three staffers following the launch of two new investment companies this year - an income style product and a fund that backs companies run by founders. William Liu, Anna Milne, and Shaun Weick have taken on new ...

Wilson AM to launch first monthly LIC strategy

MATTHEW WAI  |  THURSDAY, 13 MAR 2025
... reduce volatility while broadening the equity universe beyond a traditional dividend-harvesting strategy." WAM chair Geoff Wilson added that WMX capitalises on the "critical gap" in the Australian equity market. "... particularly where recent changes ...

Dania Zinurova exits Wilson AM

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
Wilson Asset Management's alternative assets specialist has popped up at Dexus as its head of infrastructure funds. Dania Zinurova - the portfolio manager for WAM Alternative Assets and now fund manager of Dexus Diversified Infrastructure Trust ...

High-profile stockpicker hires from WTW

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... Kelly said. I'm ready to take the reins and continue to build on the great momentum we have with the support of Geoff Wilson and the broader Wilson Asset Management team to take WMA to new heights." Kelly has been with WTW for ten years in various ...
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