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Showing 1 - 10 of 130 results for "Wraps"

Investment veteran wraps 30 year career

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025
Nathan Lim is retiring after three decades in global asset management, stepping down from his role as chief investment strategist at Evidentia Group. Evidentia said it has begun the search for his successor and expects to make an appointment in the ...

New gigs for Qantas Super execs

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025
... manager with an exciting strategy focused on decarbonisation and has a team that I know and trust," he said. By the time he wraps things up in July, Healy will have had ten years at Qantas Super. Finally, a third staffer has joined the investment operations ...

Apex wins $7bn super admin mandate

KARREN VERGARA  |  FRIDAY, 4 APR 2025
... extended public offer licence. These include retail master trusts, corporate funds including defined benefits, platforms or wraps, pooled superannuation trusts, and risk-only superannuation funds. Diversa had $13.3 billion in total assets under management ...

Clime Investment Management lands new strategic partnerships

ANDREW MCKEAN  |  FRIDAY, 28 FEB 2025
... year. Clime attributed the new partnerships to its improving distribution capabilities but kept the finer details under wraps in its ASX half-year results to 31 December 2024. The company reported an operating profit of $406,000, up 137% from the prior ...

VFMC wraps up leadership changes

ELIZABETH FRY  |  THURSDAY, 30 JAN 2025
Victorian Funds Management Corporation (VFMC) has fine-tuned its absolute returns team following an overhaul of the investment function late last year. The absolute returns team manages private credit and hedge fund exposures within client portfolios. ...

Choice products require fairer framework: FSC

KARREN VERGARA  |  TUESDAY, 6 AUG 2024
... choice products and decreased flexibility to achieve members' desired outcomes. Given that broad Choice products or wraps are similar to SMSFs, the FSC suggested to apply a performance test on the asset managers of the investment option against a ...

Australian Retirement Trust wraps up AvSuper merger

ANDREW MCKEAN  |  TUESDAY, 7 MAY 2024
Australian Retirement Trust (ART) has completed its merger with AvSuper after the two super funds formalised negotiations in February 2023. The $280 billion industry superannuation giant has gained 4800 new members and added $2.43 billion in funds under ...

Treasury promises flexibility to adviser qualifications

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2024
... financial advice while upholding the education and professional standards is worth exploring," he said. The consultation wraps up on February 27.

Pacific Current Group wraps up buyout talks

JAMIE WILLIAMSON  |  THURSDAY, 16 NOV 2023
GQG Partners has failed to get support from River Capital to acquire Pacific Current Group (PAC), leading the latter to wrap up the transaction process. PAC will dissolve the independent board committee (IBC) it installed earlier this year to review ...

Platforms FUM falls $20bn: Report

CHLOE WALKER  |  WEDNESDAY, 12 JUL 2023
In the year to March end, total funds under management (FUM) held by platforms, wraps and master trusts dropped by $19.5 billion, according to Plan For Life. Specifically, platforms saw a 1.9% decline from over $1 trillion to $982.5 billion, and year ...
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