Luke Mandekic

Channel Capital (“Channel”), a leading partner to global investment managers, today announced a strategic partnership with Coller EQT, the secondaries investment business formed through the combination of Coller Capital and EQT in 2026, the global private markets firm EQT AB, listed on Nasdaq Stockholm (EQT).

The partnership will expand access to specialist private equity and private credit secondaries strategies for Australian wholesale investors, supporting growing demand for sophisticated private markets solutions.

Under the arrangement, Channel will provide distribution, marketing and investor servicing support for the Coller Private Equity Secondaries Fund and Coller Private Credit Secondaries Fund.

The Coller Private Equity Secondaries Fund seeks to provide diversified exposure to private equity assets through the acquisition of interests in existing private equity funds and portfolios. The Coller Private Credit Secondaries Fund invests in private credit portfolios and transactions, providing access to seasoned credit exposures and the potential for income and diversification.

With global secondaries transaction volumes reaching a record US$226 billion in 2025^[1], the asset class is playing an increasingly important role in helping investors manage diversification, liquidity profiles and provide access to mature underlying assets.

With a 36-year track record in secondaries investing, Coller EQT is one of the world’s largest dedicated secondaries managers, overseeing approximately US$55 billion across private equity, private credit and other private market strategies globally (as at 31 March 2026).

Luke Mandekic, Co-Head of Distribution at Channel Capital, said: “Private markets are becoming a more important part of diversified portfolios, and we’re seeing the conversation evolve beyond simply gaining access to the asset class. Many of the advisers we work with are adopting a more sophisticated approach to private markets, combining complementary strategies to build more diversified portfolios for clients.

“Coller EQT brings one of the most established secondaries platforms globally, with deep expertise across both private equity and private credit. These strategies offer access to mature private market exposures that can complement traditional allocations and support more deliberate portfolio construction.”

Sueann Yeo, Head of Global Wealth Solutions APAC at EQT, said, “Globally, we’re witnessing growing recognition of the role secondaries can play alongside traditional private market investments.  Channel’s strong position in the Australian market makes it a valued partner to help bring greater awareness and support education, access and long-term adoption of secondaries strategies.”

“One of the most significant shifts we are seeing is the growing alignment between institutional and wealth portfolios,” added David Hallifax, Director, Global Wealth Solutions APAC at EQT.

“Advisers are increasingly seeking the same diversification benefits that have made secondaries a valuable tool for institutional investors, providing exposure across assets, vintages, sectors and geographies. As private markets allocations increase, we expect interest in secondaries to grow alongside them.”

The partnership reflects both firms’ shared commitment to helping investors access a broader range of private market solutions as the industry continues to evolve.

———-

Notes:
[1] Source: Evercore 2025 Secondary Market Highlights.

The post Channel Capital expands access to global private market secondaries through partnership with Coller EQT appeared first on AdviserVoice.

Dean Mulheron

Acenda Life is helping more Australians grow their wealth and plan for the future with an expanded range of investment solutions for advisers and customers.

As part of its expanded offering, Acenda Life has launched a new Investment Bond, a simple tax-effective solution designed to help customers accumulate and transfer wealth over the long-term. It provides a flexible way to invest outside superannuation and supports a range of goals, from wealth accumulation and education funding to estate planning, funeral costs and wealth transfer. Earnings are taxed within the bond at a maximum rate of 30 per cent, providing a tax-effective structure for customers looking to build wealth over time.

Acenda Life Chief Product Officer Dean Mulheron said the launch of the new Investment Bond reflected growing demand for simple, tax-effective solutions that provide greater flexibility in how people build and manage wealth, and support future generations.

“Australians are looking for investment options that are easy to understand and use,” Mr Mulheron said.

“The Acenda Life Investment Growth Bond offers a simple and tax-effective way to invest over the long-term, whether that means building wealth, supporting family or planning how wealth is passed on to the next generation.

“The launch expands Acenda Life’s wealth offering, and gives customers and advisers more choice in how they achieve their financial goals.”

The Investment Bond launch is complemented by enhancements to Acenda Life’s Fixed Term Annuity, including new adviser-focused features and greater flexibility for customers seeking certainty from their investment.

“Our research highlights the importance Australians place on financial confidence and certainty,” Mr Mulheron said.

“Alongside the launch of our Investment Bond, we have enhanced our Fixed Term Annuity with new features that make it easier for advisers to do business with Acenda Life, while continuing to provide customers with guaranteed returns and capital stability as part of a broader investment portfolio.

“Together, these solutions provide advisers and their clients with more options to balance growth, flexibility and certainty within their investment portfolio.

Mr Mulheron said trust remains a key consideration for customers making long-term investment decisions.

“When people are making important decisions about their financial future, they want to know that the organisation they’re investing with will be there for the long-term. Acenda Life is a trusted provider with more than 175 years of experience helping Australians to make those decisions with confidence.”

The post Acenda Life expands wealth offering with launch of Investment Growth Bond appeared first on AdviserVoice.

Viki Whitehead

Self-licensing specialist My Dealer Services (MDS) has appointed experienced senior risk and compliance leader Viki Whitehead as Advice & AFSL Compliance Manager as it restructures roles within its business to maximise growth opportunities.

Viki brings more than 25 years of experience across financial services in Australia and the United Kingdom, specialising in financial advice risk, regulatory compliance and governance within AFSL environments.

At MDS her role will be to further the commitment that compliance at both AFSL and Adviser level can be a driver of growth and better outcomes to clients when embedded correctly. This approach brings huge differentiation and confidence for the company’s 135 AFSLs and 450 advisers who manage more than $20bn in funds under advice.

She joins the firm from Entireti, one of Australia’s largest financial advice licensees where she was Head of Advice Risk and led a team of six risk professionals. Prior to this she was Monitoring and Supervision Manager at Clearview Financial Advice/Matrix Planning Solutions and held related roles at Aon Corporation Limited and MLC.

MDS Director and Founder Alexander Euvrard welcomed Viki, adding she was joining MDS at a time of steady growth when new initiatives were being explored.

“While we are developing exciting new areas of growth within the business, we will not lose sight of our core function – compliance. Viki’s appointment is a clear statement of that commitment and her depth of experience will strengthen the support our AFSLs and advisers rely on every day.”

“MDS has maintained leadership in the self-licensing space over the past year by facilitating 30 percent of new AFSLs in the country and hosting the first Self Licensing Summit open to all financial advisers.”

“Across the industry more than 30 percent of Australian financial advisers now operate within a self-licensing model and interest in the model is growing because of its obvious benefits of greater control and freedom. Viki will play a key role in MDS continuing to prosper in this environment,” Mr Euvrard said.

Head of Strategy, Ashley Mahadeea said MDS’s partnership programme had a step change in FY2025-2026 and delivered even more value to members who now enjoy support from 20 service and product provider partnerships. In the coming months, MDS will launch further strategic solutions, providing adviser members with even more choice and efficiency gains.

“MDS will continue to invest significant effort in researching and vetting best-of-breed solutions across the marketplace and stepping up advocacy for the self-licensing model in the face of concerted opposition,” Mr Mahadeea said.

Ms Whitehead added: “I am delighted to be joining such a well-established industry segment leader at a time of great growth potential and to be taking on a role that will have such a positive impact on our AFSL and adviser clients.”

The post My Dealer Services appoints Senior Compliance Manager  appeared first on AdviserVoice.

Lisa Croudace

As part of its continued focus on delivering for members, employers and advisers, MLC Super has appointed Lisa Croudace as General Manager, Portfolio Delivery, and Nerique Paterson as General Manager, Employer Superannuation.

The newly created roles reflect MLC Super’s focus on executing a significant program of change while continuing to grow its presence in the employer market.

Ms Croudace joined MLC Super on 14 September and is responsible for leading the coordination and execution of the portfolio of change underway across the business, with a focus on governance, prioritisation and delivery outcomes. She brings more than two decades of experience across superannuation, wealth management and enterprise transformation, including senior leadership roles at Mercer Australia and leading major transformation programs at BT Financial Group, including five Successor Fund Transfers and the transfer of BT Super into Mercer Super. Ms Paterson will join MLC Super in January 2027 as General Manager, Employer Superannuation.

She joins from Australian Retirement Trust (previously Sunsuper), where she has been integral in growing the Fund through employer channels across Corporate, Institutional, SME and payroll ecosystem segments over the last eight years, most recently as General Manager, Commercial Growth. Prior to joining Sunsuper, she was a Senior Consultant at Rice Warner. In her new role, she will be responsible for MLC Super’s employer growth and retention strategy, institutional partnerships, distribution channels and employer value proposition across corporate and SME segments.

Dave Woodall, CEO MLC Super, said the appointments further strengthened the Fund’s leadership capability across two critical areas of focus.

“I’m delighted to welcome Lisa to the team and look forward to welcoming Nerique in January. These are two newly created roles, and both are central to the growth and momentum of our business,” said Mr Woodall.

“Lisa brings a proven track record in leading complex transformation in highly regulated environments, and her experience in transformation delivery, governance and strategic execution will help MLC Super maintain momentum across our delivery agenda and turn our priorities into meaningful outcomes for our members.”

“Nerique joins us with deep experience in employer superannuation, superannuation mergers and transitions, client retention, corporate growth and strategic partnerships. She has built her career helping superannuation funds grow through strong employer relationships and innovative growth initiatives, and will play an important role in strengthening our position in the employer market.”

“Together, Lisa and Nerique bring complementary strengths across delivery and growth, further strengthening our leadership team and best positioning us to continue delivering for our members,” Mr Woodall said.

Ms Croudace said she was excited to be joining the business at a pivotal time.

“I’m genuinely excited to be joining MLC Super at such a pivotal time. We have a strong commitment to delivering better member outcomes and clear momentum towards our vision for the future.”

“My role is to help bring that vision to life through disciplined delivery, ensuring we focus on the initiatives that will have the greatest impact,” she said.

Ms Paterson said the opportunity to help shape MLC Super’s next phase of growth was what attracted her to the role.

“The employer super market is evolving rapidly and there is a real opportunity to help more Australians engage with and get value from their superannuation,” she said.

“I’m looking forward to working with employers, partners and colleagues across the business to strengthen MLC Super’s employer value proposition in the market and build on the strong foundations already in place.”

These appointments build on MLC Super’s existing leadership team members: Amalie White (General Manager, Operations and Partnerships), Craig Weber (Head of Education and Advice), Jason Marler (General Manager, Master Trust Product) and Lachlan East (General Manager, Risk).

The post MLC Super positions Leadership Team for continued growth appeared first on AdviserVoice.

Wilma de Groot

Robeco has launched its Enhanced Indexing strategy for Australian equities. Backed by more than 20 years of live Enhanced Indexing experience, the strategy offers superannuation funds and other institutional investors a core option between passive exposure and high-conviction active management.

The Australian market-capitalisation-weighted benchmark is heavily concentrated in a small number of large banks and miners, creating significant market concentration. Traditional active management can target meaningful alpha, but large stock or sector positions often introduce more benchmark-relative risk than institutions want in a core allocation. A systematic, enhanced indexing approach, on the other hand, aims to generate meaningful alpha without taking on excessive benchmark-relative risk.

Wilma de Groot, Head of Core Quant Equity and Head of Quant Portfolio Management at Robeco, who has portfolio oversight of the strategy, said the approach was designed to address the specific challenge in the Australian market.

“While Australia is a concentrated market, it is broad and liquid enough to support a diversified systematic approach – where quantitative stock selection combined with disciplined risk control offers an alternative to relying on passive exposure alone,” de Groot said.

“We’re giving investors a way to stay close to a benchmark while managing a concentration problem that passive exposure alone doesn’t solve.”

The Your Future, Your Super performance test has sharpened the focus among superannuation funds on benchmark-relative outcomes. This has increased pressure on core allocations to perform predictably and consistently, rather than relying on a small number of high-conviction stock calls.

The Australian strategy is benchmarked against the S&P/ASX 300 Index and is expected to hold around 150 positions spread across the entire universe. Tracking error is managed through Robeco’s in-house risk model, which assesses various sector, style, macro and statistical exposures together.

Because the strategy is offered as a mandate rather than a pooled fund, institutional investors can define risk budgets, exclusions, sustainability preferences, and implementation requirements at the outset, rather than adopting a one-size-fits-all product.

Stephen Dennis, Head of Robeco Australia and New Zealand, said the launch marked a significant step for the firm’s Australian business and for local institutional investors.

“Australian institutional investors have been telling us they want a core equity solution that can navigate the concentration of the local market without taking on the swings that come with high-conviction active management,” Dennis said.

“Bringing our globally established Enhanced Indexing capability to Australian equities is a direct response to that. It gives superannuation funds and other institutions a research-led option that stays close to the benchmark, manages risk deliberately, and can be tailored to their own requirements.”

“For our Australian business, this is a significant step in building out the range of strategies we can offer locally, and it reflects growing demand for more efficient, risk-aware core allocations.”

The day-to-day management of the strategy is led by Robeco’s quantitative portfolio management team, with human overview support from Hong Kong based Joshua Crabb – head of APAC fundamental, and on-the-ground support from Sydney based client portfolio manager Michael Lin.

The post Robeco expands its 20-year Enhanced Indexing heritage into Australian equities appeared first on AdviserVoice.

No binding agreement has been reached. The proposal is non-binding and any transaction would be subject to, amongst other things, satisfactory exclusive due diligence, negotiation and agreement of final terms, and the receipt of all required regulatory approvals. TDA will make further announcements as and when there are material developments to disclose.

The post TAL Daiichi Life Australia Pty Limited proposed acquisition of remaining shares in Challenger Limited appeared first on AdviserVoice.

Rogers has served on the Hamilton Lane Board of Directors since 2004. During his time with the firm, he has played a significant role in investing and client relationship activities, as well as in strategic and organizational development, leveraging his extensive experience in and knowledge of private markets. Rogers will work alongside Delgado-Moreira, who has served as Co-Chief Executive Officer since January 1, 2024. Rogers will remain Chairman of the Board.

“Hamilton Lane has been on a strong growth trajectory for years, and I look forward to working alongside Juan to continue the client-first approach that we are known for,” said Rogers. “Today’s environment calls for dedicated leadership to drive strategic growth amid a fast-changing technology landscape, and there is no better leader than Erik to help us navigate these changes and seize the opportunities ahead.”

“Our clients and their portfolios remain at the centre of everything we do,” Delgado-Moreira said. “Hartley brings a deep understanding of our firm, our people and the relationships we have built with clients around the world. From Hong Kong and the U.S., we will work side by-side and across time zones to build on that foundation, continuing to develop investment solutions around our clients’ needs and support their long-term success.”

Hirsch has worked across many roles during his tenure at Hamilton Lane, from Chief Investment Officer to Vice Chairman, and most recently as Co-Chief Executive Officer. This new role capitalizes on this broad experience and focuses on leveraging his strategic skills to position the firm for continued growth. Hirsch will also continue to speak publicly on behalf of the firm, with media and on earnings calls, and remains a member of the Board of Directors.

“The industry is rapidly evolving, driven by both technological changes and an expanding client base. In order to remain a market leader, this requires real focus on navigating these changes: Strategically investing our capital, creating partnerships to unlock new opportunities and tactically acquiring,” said Hirsch. “The firm has asked me to wear many hats over my 25-plus year tenure to meet the changing needs of the business, and I am excited to take on this new challenge.”

The post Hamilton Lane announces leadership evolution: Hartley Rogers named co-chief executive officer alongside Juan Delgado-Moreira appeared first on AdviserVoice.

Grant Enders

Integro Private Wealth has appointed Grant Enders as their first private wealth adviser in Queensland, strengthening the firm’s east coast expansion and as part of their national growth journey amid the growing demand for financial advice.

Enders’ appointment follows the addition of Daniel Secatore, who joined Integro earlier this year as the firm’s first on-the-ground adviser in Victoria. It also comes after Integro surpassed $1 billion in funds under advice this year, highlighting the firm’s continued growth and expanding national footprint.

Justin Gilmour, Managing Partner of Integro Private Wealth, said the appointment would strengthen the firm’s ability to support clients in Queensland while positioning Integro for further growth.

“Queensland remains an important growth market for Integro, both in supporting our existing clients and identifying opportunities to expand the business as demand for high-quality financial advice continues to increase,” Mr Gilmour said.

“We’re seeing growing demand in Queensland from high-net-worth individuals, business owners and families seeking more sophisticated, personalised advice to help manage their wealth and achieve their long-term financial goals.”

Mr Gilmour added that Integro remains focused on exploring opportunities to expand its national presence through acquisitions and partnerships with professional services firms, including accounting groups.

Last month, Integro merged with Western Australian advice firm Coastline Private Wealth, strengthening its presence in WA and establishing a specialist risk division within its broader wealth management offering. In April 2026, the firm also merged with Bunbury-based Lighthouse Capital Southwest as part of its ongoing expansion strategy.

“Acquiring and integrating established advice practices remains an important part of our growth strategy. At the moment, we are looking at acquisition opportunities in New South Wales, Victoria and Queensland to bolster our east coast expansion,” Mr Gilmour said.

Enders joins Integro with extensive experience in financial planning and wealth management, having most recently worked as a Senior Financial Adviser at Nestworth. He brings a strong background in client relationship management, investment strategies and retirement planning, supporting Integro’s focus on delivering personalised advice to clients.

“I’m excited to be joining Integro at a time of continued growth for the business. I look forward to working with the team to build strong client relationships and help more Australians navigate important financial decisions through tailored, holistic advice,” Mr Enders said.

Enders officially began working at Integro Private Wealth on 12 October 2026.

The post Integro strengthens east coast expansion appointing Grant Enders as private wealth adviser in Queensland appeared first on AdviserVoice.

Belinda Barclay

Trellia Wealth Partners has announced the appointment of Belinda Barclay as Head of Adviser Engagement strengthening the firm’s support for financial advisers and their practices.

In the newly created role, Ms Barclay will lead onboarding and transition management for new practices, and work with advice businesses to build capacity, adopt technology and AI, and pursue growth opportunities.

Ms Barclay brings more than 20 years’ experience across financial advice, practice support, governance and business development. She worked as a financial adviser for more than a decade, including in Singapore, where she helped establish Aon’s wealth management business. Most recently, Ms Barclay was General Manager, Advice & Governance at Oreana Partnerships, where she led the team supporting more than 100 advisers across 40 businesses. Her responsibilities spanned practice management, onboarding of new practices, advice technology, and licensee governance and risk.

“Belinda brings a valuable combination of strategic perspective, hands-on advice experience and a strong understanding of what financial advice practices need to grow. She will help us deepen the support we provide to advice practices and advance our ambition to be a trusted partner to our clients and the broader industry,” said Mr Cameron Spittle, Managing Partner at Trellia Wealth Partners.

“Financial advisers are well positioned for growth as more Australians seek guidance to achieve their financial goals and make more confident investment decisions. Belinda will help Trellia Wealth Partners, and our clients make the most of this opportunity,” Mr Spittle continued.

Ms Barclay said she looked forward to working closely with advice practices.

“Advisers are balancing the needs of their clients with the demands of running and growing a business. I’m looking forward to helping practices build the capacity, systems and support they need to serve clients well and achieve their growth ambitions,” she said.

The post Trellia Wealth Partners appoints Belinda Barclay to support advice practices appeared first on AdviserVoice.

Chris Cuffe

The Third Link Growth Fund is entering an exciting new chapter, with plans to transition investment management to Hearts & Minds Investments.

The proposed transition to Hearts & Minds represents a natural evolution for the Fund, bringing together two organisations that share a commitment to creating positive social impact.

Founded in 2008 by Chris Cuffe AO, Third Link Growth Fund was established with a unique vision: to bring together some of Australia’s leading investment managers to generate strong long-term returns for investors while supporting Australian charities.

Since inception, the Fund has delivered annualised investment returns of 9.22% and donated over $25.3 million to Australian charities, demonstrating the power of combining investment expertise with philanthropy.

Chris Cuffe, Founding Director and Portfolio Manager of Third Link Growth Fund, said “Hearts & Minds is a natural home for Third Link. The two organisations share a commitment to bringing together leading investment managers, creating value for investors and using investment success to support the community. This transition will preserve the elements that have made Third Link distinctive while giving the Fund access to the broader resources and reach of Hearts & Minds.

“I have been involved with Hearts & Minds since the establishment of its listed investment company, Hearts and Minds Investments Limited (HM1), which listed on the ASX in November 2018 and of which I am the current Chair,” added Cuffe.

HM1 provides investors with exposure to a high-conviction global equities portfolio built from investment ideas contributed by leading fund managers on a pro bono basis. In place of traditional investment management fees, HM1 supports leading Australian medical research organisations. Together with the annual Sohn Hearts & Minds Conference, Hearts & Minds has now donated more than $96 million to Australian medical research.

Richard Howes, Managing Director of Hearts and Minds Investments Limited, added, “Third Link has an impressive record of combining investment performance with charitable impact. We are pleased to have the opportunity to build on that foundation and to broaden the Fund’s reach. We are grateful to Chris Cuffe for what he has built and for agreeing to transfer management of the Fund for nominal consideration in order that we can continue to pursue philanthropic objectives in relation to the Fund and ensure its long-term sustainability. We welcome Third Link’s investors, managers and team into the Hearts & Minds community.”

As part of the transition, the Fund is expected to be renamed the Hearts & Minds Australian Equities Growth Fund, subject to the necessary approvals.

The Fund’s underlying investment strategy and commitment to working with leading Australian equity managers will continue, with the transition providing an opportunity to build on its established track record and expand its reach to a broader investor audience.

“This next chapter represents an opportunity to build on everything that has made Third Link distinctive over the past 18 years, while benefiting from the broader resources, investment expertise and distribution network of Hearts & Minds.

“We extend our sincere thanks to our investors, underlying fund managers and charity partners for their ongoing support and contribution to Third Link’s journey,” noted Cuffe.

The post Third Link Growth Fund merges with Hearts & Minds appeared first on AdviserVoice.