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Showing 1 - 10 of 592 results for "Wilson"

AMP, CFS and Vision Super get the Epic Retirement Tick

RIDDHIMA TALWANI  |  THURSDAY, 1 OCT 2026
... offer one-size-fits-all retirement communications aimed primarily at pre-retirees. Epic Retirement Institute founder Bec Wilson said the first year of the tick put a visible benchmark in front of funds and consumers. "Funds that didn't meet the standard ...

Hamilton Wealth mandates arcpoint OCIO

VINNY VUCAGO  |  MONDAY, 21 SEP 2026
... function and overseeing approximately $9 billion in client capital. Her career also includes senior investment roles at Wilson HTM, Magellan Financial Group, JBWere and Colonial First State Global Asset Management. She said the appointment reflected ...

Pengana-WAM feud over PIA comes to an end

KARREN VERGARA  |  FRIDAY, 18 SEP 2026
Wilson Asset Management's (WAM) Geoff Wilson and his allies will exit the board of Pengana International Equities (PIA) following the settlement of the Pengana Capital Group-initiated lawsuit that failed to stop a highly contested buyback. The listed ...

Pengana takes WAM feud over PIA to Takeovers Panel

KARREN VERGARA  |  WEDNESDAY, 2 SEP 2026
Pengana Capital Group is again attempting to thwart the Wilson Asset Management-led board's share buyback and increased ownership in the Pengana International Equities LIC (PIA), hoping the Takeovers Panel will intervene. Pengana is seeking to prevent ...

WAM returns 9.5%, increases dividend

RIDDHIMA TALWANI  |  TUESDAY, 4 AUG 2026
Wilson Asset Management (WAM) ASX-listed portfolio WAM Strategic Value returned 9.5% in the financial year, outperforming the S&P/ASX All Ordinaries Accumulation Index by 3.8%. The board declared an increased fully franked full year dividend of 6.5 ...

Pengana threatens legal action against PIA

KARREN VERGARA  |  TUESDAY, 28 JUL 2026
Pengana Capital Group is threatening legal action against Pengana International Equities (PIA) - the Wilson Asset Management-led board LIC - after shareholders overwhelmingly backed a buy-back it objects to, alleging among other things, "material conflicts ...

New alternative investment firm lands in Sydney

MATTHEW WAI  |  MONDAY, 20 JUL 2026
... to launch a new alternative investment firm, targeting an underserved segment across the private credit market. Timothy Wilson, Blake Velkovski and Haim Deitz have co-founded Civitas Capital Management. The firm, based in Sydney, focuses on garnering ...

WAM active strategy delivers 75.5%

MATTHEW WAI  |  TUESDAY, 14 JUL 2026
WAM Active (ASX: WAA), one of Wilson Asset Management's (WAM) active listed investment companies (LICs), has recorded 75.5% in investment performance in the 12 months to 30 June 2026. Outperforming the Bloomberg AusBond Bank Bill Index (Cash) and the ...

Start-ups carve out confirms tax reforms are 'flawed': WAM

MATTHEW WAI  |  MONDAY, 13 JUL 2026
Wilson Asset Management (WAM) believes the recent capital gains tax (CGT) reform carve out for small businesses and start-ups confirmed the change is not correctly executed for its initial intention. In its submission to a Treasury consultation, WAM ...

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 ...
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