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Showing 1 - 10 of 1844 results for "Managed fund"

MST Financial broadens services to Alder & Partners

KARREN VERGARA  |  TUESDAY, 14 JUL 2026
MST Financial has 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 ...

Evidentia appoints head of product

RIDDHIMA TALWANI  |  TUESDAY, 14 JUL 2026
Evidentia Group has named Mark Spring as head of product for strategy and managed funds. Spring has deep expertise in product development and management, having helped grow several large asset managers including Citigroup, Legg Mason, and NAB/MLC. Prior ...

Netwealth expands Morgan Stanley mandate

KARREN VERGARA  |  TUESDAY, 7 JUL 2026
Amid expanding its stockbroking and private wealth capabilities, Netwealth has been picked by Morgan Stanley to provide a platform solution to its Australian wealth business. The new agreement will see Netwealth cater to Morgan Stanley's ASX-listed ...

Australia welcomes 25k to millionaires' club: UBS

KARREN VERGARA  |  MONDAY, 6 JUL 2026
Australia's club of millionaires jumped by 25,000 last year thanks to booming property values and fat superannuation balances, according to the latest UBS Global Wealth Report. The number of Australian millionaires increased by 1.6% over the year ...

Natixis IM appoints head of wholesale distribution

VINNY VUCAGO  |  MONDAY, 6 JUL 2026
Natixis Investment Managers (Natixis IM) Australia has appointed former Yarra Capital Management executive Rommel Hacopian as head of wholesale distribution. The new hire comes as the global asset manager ramps up its expansion plans in Australia, including ...

Tribunal shortens financial adviser's five-year ban

KARREN VERGARA  |  WEDNESDAY, 1 JUL 2026
... initially banned by ASIC while he worked at MWL Financial Services over advice failures linked to recommendations of a managed fund to three client groups in 2023, while he was on probation at his new practice. The ban took effect on 28 November 2025. ...

Bell Asset Management launches small-caps fund

KARREN VERGARA  |  TUESDAY, 23 JUN 2026
... Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers. Incepted on June 17, the managed fund invests in small companies outside the ASX 100. The actively managed strategy aims to outperform the S&P/ASX Small Ordinaries ...

Evergreen founder exits Ascalon Capital

KARREN VERGARA  |  MONDAY, 22 JUN 2026
Ascalon Capital has bid farewell to Evergreen Consultants' founder Angela Ashton, shortly after acquiring the consulting firm last year. Ashton confirmed she has left Ascalon and will soon work on a new venture. Ascalon acquired Evergreen Consultants ...

Alexander Funds names new chief executive

ELIZA BAVIN  |  THURSDAY, 18 JUN 2026
Alexander Funds has appointed John Caldwell as chief executive, effective 7 September 2026. Alexander Funds said the appointment follows a comprehensive search process undertaken by the board as the firm prepares for its next phase of growth and development. ...

Cybersecurity, tech ETFs strongest performers in May

RIDDHIMA TALWANI  |  FRIDAY, 12 JUN 2026
ETF performance in May was dominated by cybersecurity and broader technology themes, with the sector delivering exceptional returns across multiple strategies. While the Global X Cybersecurity ETF returned 36.5% for investors, Betashares Global Cybersecurity ...
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