Palisade Real Assets acquires Eco2 Management Services

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Palisade Real Assets has announced the acquisition of Eco2 Management Services Limited (“EMSL”), a UK-based renewable energy asset management and development company. The acquisition accelerates Palisade Real Assets’ energy transition... Read more continue reading

Perpetual Private announces new Lead Partners; creates new national role for Trustee Services

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Perpetual Private has announced the appointment of two new Lead Partners, with Chemere Brown joining as Lead Partner, Victoria, for the group’s Private Client business, and Matthew Le Belenger joining... Read more continue reading

AXA IM Alts appoints Toby Coleman as Head of Client Group Australia, to drive growth in the market

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AXA IM Alts, a global leader in alternative investments with c. A$ 279 billion (c. €188 billion) of assets under management[1], announces the appointment of Toby Coleman to the role of... Read more continue reading

Fortnum out-shines self-licensing and peers to reach Zenith

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Tasmanian financial advisory firm, Zenith Wealth, has joined Fortnum Private Wealth, after an extensive review of Australian Financial Services Licensing options including self-licensing. According to Grant Howe, Zenith Wealth Managing... Read more continue reading

Perennial Better Future Receives A$100 million Investment Mandate from Mercer

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The Perennial Better Future Strategy, an actively managed portfolio focused on small and mid-cap companies that are shaping a better future, has been appointed to manage a A$100 million mandate... Read more continue reading

Certe acquisition marks Genesis of professional services powerhouse

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Specialist insurance advisory firm, Certe, has acquired financial advisory business, Genesis Financial Partners, to create a large, integrated professional services firm with 20+ staff including nine advisers. The deal will... Read more continue reading

Janus Henderson appoints new global data management leader

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Janus Henderson Group plc (NYSE/ASX: JHG) this week hired Shoby Kelliher as the new Global Head of Enterprise Data Management. Ms. Kelliher will lead firm-wide data strategy and governance, data... Read more continue reading

Datt Capital’s absolute return approach proves its worth

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Datt Capital’s decision to weight its portfolio holdings to energy stocks and cash for much of the past 12 months has paid off, with its Datt Absolute Return Fund producing... Read more continue reading

Lonsec acquires Implemented Portfolios Limited and expands market reach

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Lonsec Holdings (Lonsec) is an independent partner to the Wealth Management industry, providing preeminent products and services that are critical to key industry participants to enable them to serve their... Read more continue reading

Working smarter, not harder through market uncertainty

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Insight Investment, a A$1.4trn1 global asset and risk manager, says Australian investors can seek to narrow downside risks posed by ongoing market uncertainty by deploying various strategies designed to reduce... Read more continue reading