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Showing 1 - 10 of 136 results for "Investment Governance"

MST Financial broadens services to Alder & Partners

KARREN VERGARA  |  TUESDAY, 14 JUL 2026
... support beyond model portfolios. "They are seeking assistance with portfolio construction, manager selection, investment governance, specialist income solutions, investment committees and access to broader investment opportunities," he said. "Our role ...

Zenith snags mandate from Granite Bay

MATTHEW WAI  |  FRIDAY, 10 JUL 2026
Granite Bay Private Wealth has selected Zenith Investment Partners to support their investment governance and due diligence. Launched earlier this year, the private wealth firm will utilise Zenith's investment research service, which includes comprehensive ...

ASIC calls out platform trustees: 'Clear breach of trust'

RIDDHIMA TALWANI  |  MONDAY, 29 JUN 2026
... wake of the First Guardian and Shield Master Fund collapses, alerting them to the need to strengthen their investment governance processes. Since then, APRA has imposed five trustees with additional licence conditions for weak, ill-defined and inconsistent ...

APRA investigating Diversa's executive compensation

RIDDHIMA TALWANI  |  THURSDAY, 25 JUN 2026
... conditions on Diversa in late 2025. The prudential regulator said it has concerns relating to Diversa's investment governance frameworks and practices, including oversight of platform investment options made available to members. Diversa acts as ...

Diversa drags Praemium into First Guardian lawsuit

KARREN VERGARA  |  TUESDAY, 23 JUN 2026
... additional licence conditions on Diversa in late 2025. APRA said it has concerns relating to Diversa's investment governance frameworks and practices, including oversight of platform investment options made available to members. Diversa acts as trustee ...

Evergreen founder exits Ascalon Capital

KARREN VERGARA  |  MONDAY, 22 JUN 2026
... without interruption. Ascalon Capital remains committed to providing the highest standard of service and investment governance to all clients under its established governance framework." Ashton founded Evergreen in 2016. She previously held senior investment ...

APRA slaps additional licence conditions on HTFS Nominees

KARREN VERGARA  |  FRIDAY, 29 MAY 2026
... conditions will apply notwithstanding any change of ownership to HUB24 Limited, which may implement new investment governance and oversight practices for HTFS." HTFS Nominees is one of EQT's two superannuation trustee entities. The other is Equity ...

APRA funding levy rises to $253m

KARREN VERGARA  |  TUESDAY, 26 MAY 2026
... competition and consolidation. With this amount, APRA will focus its efforts on trustees improving platforms and investment governance. "Rectification and uplift requirements continue for deficient platform trustees. There also is a case to consider ...

FinCap increases investment oversight ahead of PM platform launch

MATTHEW WAI  |  THURSDAY, 14 MAY 2026
... consulting and financial services governance, with deep expertise in portfolio construction, manager research and investment governance frameworks. She is the co-chief executive and principal of fintech solution provider Suite2Go and is a member of Granite ...

Future Fund executive departs after 10 years

ELIZA BAVIN  |  WEDNESDAY, 13 MAY 2026
... from Australia's sovereign wealth fund to launch Jolly Rambler. "Having worked at the intersection of investment governance and technology, I see a clear opportunity: to apply the governance discipline of the investment program to the investment ...
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