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Showing 1 - 10 of 402 results for "Investment adviser"

Special Feature: Rewarding patient capital

PENNY PRYOR  |  TUESDAY, 14 JUL 2026
Co-investments and the secondaries market are driving a fresh wave of private equity deals, with super funds emerging as major players, but in a tougher, slower season for the asset class, endurance is key. Investors looking at private equity for the ...

Zenith snags mandate from Granite Bay

MATTHEW WAI  |  FRIDAY, 10 JUL 2026
... to help inform significant wealth decisions for their clients." Meanwhile, Granite Bay also welcomed a new investment adviser this month, based in its Brisbane office. Axel Raftos was the senior relationship manager at EWM Group in the past year, bringing ...

Corruption, governance risks: The cost of doing business in emerging markets?

KARREN VERGARA  |  FRIDAY, 26 JUN 2026
Beyond a governance issue, corruption is a major deterrence to capital flows, undermines long-term development and carries crippling social costs. Seasoned investors, though, are quick to challenge the notion that corruption and governance risks are ...

KeyInvest unveils new investment platform, awards mandate

MATTHEW WAI  |  MONDAY, 22 JUN 2026
... certain principles about successful investing remain consistent." Meanwhile, Atchison has been appointed as investment adviser to provide manager research capabilities, portfolio construction, and ongoing oversight. KIMI executive director Ciaran McAssey ...

Former fund manager admits to obstructing SEC probe

KARREN VERGARA  |  TUESDAY, 16 JUN 2026
Former Western Asset Management co-chief investment officer Ken Leech pleaded guilty to obstructing an investigation into a fraudulent trading scheme that disadvantaged certain clients. At the US Attorney's Office for the Southern District of New York ...

FEATURE | Aged care: The longevity dividend

ELIZA BAVIN  |  TUESDAY, 9 JUN 2026
... Australia - there is an opportunity for advisers to help the aged care sector at home be more sustainable. JBWere investment adviser Casey Ratcliffe works with aged care organisations to help them invest and create a more sustainable business. "With ...

Franklin Templeton's Western AM hit with US$100m penalty

KARREN VERGARA  |  TUESDAY, 9 JUN 2026
Franklin Templeton's Western Asset Management has been hit with a whopping US$100 million penalty for failing to detect and prevent its former co-chief investment officer's alleged cherry-picking scheme. The order follows the SEC's 2024 ...

Proposed CGT reforms could upend HNW low advice demand

KARREN VERGARA  |  FRIDAY, 22 MAY 2026
The high-net-worth (HNW) population's vast pool of wealth estimated to be worth a whopping $4.4 trillion, yet only one quarter employ the services of a financial adviser, new research finds, but Labor's proposed tax reforms could change this. ...

Data, compliance key to successful technology-enabled advice

KARREN VERGARA  |  WEDNESDAY, 20 MAY 2026
While financial advice firms are at different stages of embracing artificial intelligence (AI), experts urge not to overlook two key areas before they go all in: data quality and compliance. Before considering anything else, a panel of technology and ...

Emerging markets progress from consumption to innovation: Experts

KARREN VERGARA  |  WEDNESDAY, 20 MAY 2026
Emerging markets offer compelling opportunities beyond the booming middle class-consumption narrative, according to investment specialists, who said the asset class has other significant growth opportunities, such as innovation, despite political and ...
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