Munro Global Growth Climate Leaders PIE Fund now available to retail investors in New Zealand

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The Munro Global Growth Climate Leaders PIE Fund is available to retail investors in New Zealand and can be accessed via platforms NZX Wealth Technologies and Consilium Wrap. The Fund... Read more continue reading

Market-first global AI investment trust AIX clears minimum subscription, eyes $350 million raising

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Pengana Capital Group has announced it is planning to raise up to $350 million for its market-first AI listed investment trust, to be called AIX, which will aim to invest... Read more continue reading

Centrepoint Alliance enters agreements to acquire Cairns Wealth and Pinnacle Wealth client books

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Centrepoint Alliance enters agreements to acquire Cairns Wealth and Pinnacle Wealth client books Centrepoint Alliance Limited (ASX: CAF) (“Centrepoint” or “the Company”), a leading provider of advice and business services... Read more continue reading

Ten years of putting members first: PPS Mutual marks a decade of mutual success in Australia

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PPS Mutual, Australia’s only retail life insurance mutual exclusively serving qualified professionals, this week marks its tenth anniversary – and with it, what a decade of putting Members before shareholders... Read more continue reading

Natixis Investment Managers promotes Danny King to Head of Australia and Barbara Whyte to Chief Operating Officer, Australia

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Natixis Investment Managers (Natixis IM) has made two senior promotions in its Australian business. Danny King will assume the role of Country Head for Australia and Barbara Whyte is appointed... Read more continue reading

FinCap launches direct co-investment channel ahead of platform debut

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FinCap Private Markets Platform has unveiled FinCap Direct, a bespoke co-investment offering that will sit alongside its managed portfolio solutions when the platform launches next month, giving financial advisers, family... Read more continue reading

Evidentia Group announces CEO transition and board leadership appointment

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Evidentia Group, Australia’s leading provider of managed account solutions, has announced a planned leadership evolution, with Chief Executive Officer Michael Wright to assume the role of Chair of the Evidentia... Read more continue reading

Integro strengthens national presence appointing Daniel Secatore as first Victorian adviser

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Integro Private Wealth has appointed Daniel Secatore as a financial adviser, as the firm continues to expand nationally in response to growing client demand for personalised financial advice. The appointment... Read more continue reading

New Board appointments position PFAN for growth and expanded national impact 

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The Pro Bono Financial Advice Network (PFAN) has appointed two new Board members, strengthening its leadership as it expands its mission to connect Australians living with serious illness or disability... Read more continue reading

Russell Investments Wins $8.6bn Currency Overlay Mandate

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Russell Investments has been appointed by Income Insurance, one of Singapore’s leading composite insurers, to manage an $8.6 billion  foreign exchange (FX) overlay mandate across its global investment portfolio. Income... Read more continue reading