Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 93 results for "Wilson Asset Management"

WTW names head of real assets

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025
... the consultant four years ago. Her promotion follows the departure of Nick Kelly, who recently joined Wilson Asset Management as the portfolio manager for the alternative assets fund. Although Kelly held several titles at the global consultant - including ...

Wilson AM to launch first monthly LIC strategy

MATTHEW WAI  |  THURSDAY, 13 MAR 2025
... growth by investing in 40-70 equities and corporate debt instruments - the first Australian LIC to do so, Wilson Asset Management (WAM) said. The portfolio will consist of companies with the ability to grow and sustain distributions over time in the ...

Dania Zinurova exits Wilson AM

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
... worked in Russell Investments' real estate investment team in the US and the UK. Her departure from Wilson Asset Management coincides with the arrival of Nick Kelly, who now runs the alternative assets fund. Zinurover said she was excited to join ...

High-profile stockpicker hires from WTW

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... which invests more than $6 billion on behalf of retail and wholesale investors. Nick Kelly has joined Wilson Asset Management as the portfolio manager for the alternative assets fund. Kelly will replace Dania Zinurova who is understood to be switching ...

Wilson Asset Management launches Founders Fund

ANDREW MCKEAN  |  TUESDAY, 4 FEB 2025
Wilson Asset Management has launched the Founders Fund this week, based on chair Geoff Wilson's view that founder-led companies outperform over the medium to long term. Documents on the new fund, which is backed by founder-led executives, chief executives ...

Wholesale investor test changes on ice: Parliamentary committee

KARREN VERGARA  |  FRIDAY, 4 OCT 2024
... grandfathering provisions for existing wholesale investors. Jesse Hamilton, the chief financial officer of Wilson Asset Management, recently told the Financial Standard podcast that the tests are a "crude tool" and suggests how they can be fairer for ...

WAM tells investors it 'got the call wrong'

ELIZA BAVIN  |  TUESDAY, 17 SEP 2024
Portfolio managers for the Wilson Asset Management (WAM) Leaders Fund, Matthew Haupt and John Ayoub, admitted they "got the call wrong" when they took a 4% stake in embattled Star Casino just last year. Now WAM is pushing for the casino operator to ...

WAM calls to save in-person AGMs

ELIZA BAVIN  |  FRIDAY, 26 JUL 2024
... temporary changes to the Corporations Act to allow hybrid and virtual-only AGMs permanently, a move which Wilson Asset Management chief executive Geoff Wilson said is a mistake. WAM recently secured a legal win against Keybridge Capital after Keybridge ...

Keybridge Capital cops another loss against WAM

ELIZA BAVIN  |  FRIDAY, 7 JUN 2024
The Federal Court has denied Keybridge Capital's appeal against Wilson Asset Management (WAM) and ordered them to pay costs in a court battle that has been dragging out for four years. In June 2020, Keybridge launched legal proceedings against WAM alleging ...

WAM Leaders to make bid for QV Equities

CHLOE WALKER  |  WEDNESDAY, 31 JAN 2024
The investment company, managed by Wilson Asset Management, intends to make an off-market takeover bid for QV Equities Limited (QVL). The offer involves exchanging one share of WAM Leaders for every 1.4675 shares of QVE. Entities associated with WAM ...
PREVIOUS
NEXT