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| | | ... valuation checks of its schemes. ASIC believes around 600 retail investors had invested approximately $160 million into managed investment schemes run by Australian Fiduciaries since February 2020, predominantly through their self-managed super funds ... |
| | | | ... together with Fidante Partners. Wood was the lead portfolio manager of the UBS Australian Small Companies Fund, which he managed since 2006. The team retained its investment process under Fidante at the time, running the fund with 30 to35 small caps ... |
| | | | ... keep pace. "The whole point of a founding team is the quality of the bench you put behind every client decision. Brad has managed multi asset and global macro portfolios at firms that set the standard globally. He sees markets and the role of portfolio ... |
| | | | ... Rowe Price, where he was responsible for the firm's intermediary strategy, client relationship management with platforms, managed account providers and dealer groups. Prior to that, he spent 10 years at NAB and MLC where he started his career, in a variety ... |
| | | | ... net inflows of $3.2 billion combined with positive market movements of $6.7 billion lifted total FUA 20% over the year. Managed account funds under management also reached a record $30.5 billion, rising 30% over the year after attracting $1.2 billion ... |
| | | | ... long-term residential thematic without any of the headaches of traditional investment property ownership, via a professionally managed, diversified investment vehicle." Established in 2016, LongView currently manages approximately 4000 rental properties ... |
| | | | ... in a fund update, adding as part of this process it regularly reviews the appointed investment managers. The actively managed, multi-manager fund caters to tax-exempt entities, such as charities, endowments, and retirement phase superannuation, that ... |
| | | | First Mutual Private Equity's (FMPE) unregistered managed investment scheme (MIS), which allegedly gambled $80 million of investor money, has been wound up by the Federal Court. Justice Button approved ASIC's application to facilitate the orderly ... |
| | | | ... investments. It may suggest that advisers would prefer to choose specific investments themselves so that they're not sitting in managed accounts. "I'm not hearing discussion of private equity anywhere near as often as private credit, and that could be ... |
| | | | ... broadened its services for Alder & Partners Private Wealth Management, providing "institutional-grade investments" across managed accounts, asset allocation and research. MST Investment Solutions, the portfolio advisory and implementation arm of MST ... |
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