Activam Group delivers strong FY24 returns

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Activam Group is proud to announce the strong performance of its actively managed Multi-Asset Series SMA Portfolios, achieving significant returns for clients over the past financial year. Our High Growth... Read more continue reading

GSFM appoints Lewis Bond to distribution team

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GSFM has appointed Lewis Bond to the role of key account manager (NSW & ACT), effective 22 July. Lewis is based in Sydney and reports to national distribution manager Steven... Read more continue reading

Colonial First State signs five-year agreement with Microsoft to fuel its cloud and AI ambitions

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Colonial First State (CFS) and Microsoft have announced a five-year agreement that will underpin the wealth management company’s use of cloud and generative AI technologies to deliver better customer and... Read more continue reading

Freshwater Wealth responds to influx of wealth transfer referrals

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New advice business Freshwater Wealth has expanded its team to help service the influx of inter-generational wealth transfer clients which are being referred by existing clients and who now account... Read more continue reading

Gallagher Bassett strengthens commitment to employee success with the appointment of Tanith Jones

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Gallagher Bassett, Australia’s leading claims and risk management provider, is pleased to announce the appointment of Tanith Jones as General Manager – People and Culture. “I am excited to accept... Read more continue reading

TAL appoints Gavin Teichner as Chief Executive Individual Life

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Australian life insurer TAL has appointed Gavin Teichner to the role of Chief Executive – Individual Life, commencing 1 October 2024. The appointment follows the promotion announced last month of... Read more continue reading

Datt Capital Funds outperform in uncertain markets

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Both the Datt Capital Absolute Return Fund and the Datt Capital Small Companies Fund have had a stellar financial year (FY24), with the Datt Capital Absolute Return Fund adding an... Read more continue reading

Housing prices forecast to rise in Sydney and Melbourne as shortage worsens

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Growth in house prices in Australian capital cities could accelerate, with the housing shortage likely to worsen over the next two years as population growth feeds ever-growing demand for housing,... Read more continue reading

Household Capital completes first rated mortgage securitisation

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Household Capital, a leading Australian provider of home equity retirement funding, today announced the completion of HHC 2024-1 RMBS Trust, a $263m mortgage securitisation rated by Moody’s. The Arranger and... Read more continue reading

Isola Fullerton Global Private Alpha Fund secures anchor investors for First Close

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Isola Capital and Mantis Funds are excited to announce that the Isola Fullerton Global Private Alpha SP (the “Fund” or “IFGPA”) has secured its anchor investors for a first close.... Read more continue reading