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Showing 1 - 10 of 256 results for "asset consultants"

Vale Wayne McGauley

ELIZA BAVIN  |  TUESDAY, 16 APR 2024
... Wheelhouse's global equities and Australian equity capabilities as well as cultivating close relationships with asset consultants, independent financial advisers, and private wealth firms. Wheelhouse managing director Alastair MacLeod told Financial ...

Australian Ethical eyes small caps as play for advisers

ANDREW MCKEAN  |  FRIDAY, 22 MAR 2024
... global giants, preferring a burgeoning ethical opportunity to invest in Australian small caps. "Advisers and asset consultants are topping up their Australian equity allocations, specifically looking at small cap sleeves because there's a reasonable ...

Half of super funds to close in coming decade: Mercer

JAMIE WILLIAMSON  |  FRIDAY, 15 MAR 2024
... the system are clear, Mercer said, looking at administrators, custodians, insurers, investment managers and asset consultants, and actuaries and auditors. Having already reduced in line with industry consolidation and increased regulation, Mercer predicts ...

Advice group awards mandate to JANA

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2024
A financial advice group with close to $2 billion in funds under advice has selected JANA as its investment consultant. The consulting group's wealth division was awarded a mandate by Alteris Financial Group, effective December 2023. It covers asset ...

Campbell Lutyens opens local office

ELIZABETH FRY  |  MONDAY, 30 OCT 2023
... of Australasia has a long career in real assets investing on behalf of super funds, global fund managers and asset consultants. He most recently managed QIC's $2 billion unlisted infrastructure portfolio as well as the infrastructure team's research ...

Internal teams gain decision-making power: Frontier

JAMIE WILLIAMSON  |  MONDAY, 23 OCT 2023
... investment officers now rank second, following by the board and investment committee. The top five is rounded out by asset consultants and the chief executive. However, internally at Frontier, just 17% of its team believe internal teams wield the most ...

Managed accounts FUM hits $162bn

KARREN VERGARA  |  TUESDAY, 5 SEP 2023
... inaugural award for Boutique Licensee which "highlights the smaller advice businesses now working with experienced asset consultants to develop portfolios that reflect their investment philosophy." The other winners were DNR Capital (Australian equities) ...

IMAP names annual award winners

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2023
... inaugural award for Boutique Licensee which "highlights the smaller advice businesses now working with experienced asset consultants to develop portfolios that reflect their investment philosophy." Meantime, Lonsec was named the winner of the ESG category. ...

Consulting triopoly dominates NFP super

JAMIE WILLIAMSON  |  WEDNESDAY, 24 MAY 2023
Australia's top three asset consultants dominate the not-for-profit superannuation sector, serving 84% of the market. According to Rainmaker Information, JANA, Frontier and Willis Towers Watson (WTW) now control 84% of the advised NFP superannuation ...

Rating the rating houses: How much do advisers rely on fund research?

KARREN VERGARA  |  FRIDAY, 31 MAR 2023
... research houses is used to support that. However, Badenach added that many practices now work directly with asset consultants, who to some extent, have started to take over many of the traditional functions that a research house had traditionally performed ...
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