Two Adelaide-based firms join Count Financial

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Count Financial Limited (Count Financial) has announced that two Adelaide-based firms have joined its national advice network. Adelaide Private Wealth and DMCA Advisory are the latest firms to join the... Read more continue reading

Monash Investors restructures LIC to launch an exchange traded managed fund

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Leading Long/Short Australian Equities Fund Manager, Monash Investors, has undertaken Australia’s first restructure of a Listed Investment Company (LIC) to launch an exchange traded managed fund on the ASX to offer investors... Read more continue reading

Metrics solidifies market position with new appointments

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Metrics Credit Partners has announced new appointments within its Investments Team, as the business cements its position as Australia’s leading non-bank corporate lender. Mathew Fulton and Marc Hurwitz have been... Read more continue reading

Bloomberg Expands Equity Indices with Emerging Markets and Thematic Benchmarks

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Bloomberg has announced the expansion of its global equity index range, including emerging market country benchmarks, sector, and thematic index capabilities. With this launch, Bloomberg fills a need for advanced... Read more continue reading

Industry veteran to head Plenary’s new funds management business

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Plenary Group has appointed industry veteran Julie-Anne Mizzi to lead its funds management activities across Australia and New Zealand. Julie-Anne brings more than 30 years of experience to Plenary, most... Read more continue reading

Position portfolios for the inevitable

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Inflation: It’s not coming … it’s here Founder of boutique Australian equity investment firm Datt Capital, Emanuel Datt, is advising investors to modify their portfolio to take account of inflation, which he says... Read more continue reading

Fitzpatricks Private Wealth strengthens Queensland advice team 

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Fitzpatricks Private Wealth (Fitzpatricks) has strengthened its national advice footprint, today announcing the appointment of two additional high-calibre advisers working within a Fitzpatricks Private Wealth branded practice based in Brisbane.... Read more continue reading

Principal Real Estate Investors named underlying global property manager for BTIS CoreSeries SMA’s

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Principal Real Estate Investors has been chosen as the underlying active manager for BT Investment Solutions’ (BTIS) Global Property MPS Fund (the fund). Exclusively designed for the CoreSeries Portfolios on... Read more continue reading

GQG Partners hits 5-year anniversary and announces 8 new partners

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GQG Partners, a boutique investment management firm headquartered in Ft. Lauderdale, FL, celebrates its fifth anniversary this month and announces eight new partners. Founded by Rajiv Jain and Tim Carver... Read more continue reading

New appointment to Ignition Advice board

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Paul McMahon has joined the board of digital advice provider Ignition as non-executive director for Ignition Advice UK Limited. Mr McMahon has over 35 years financial services industry experience in... Read more continue reading