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Everything from Fidante Partners

Advisers eye small caps amidst rising valuation concerns

From Fidante Partners

Amidst heightened uncertainty and stretched valuations, advisers are turning to small caps to boost portfolio returns, according to Fidante’s latest Adviser Markets Survey released last Friday. The research, which surveyed

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10 Nov 2025

Fidante and Fulcrum join forces to expand alternatives offering

From Fidante Partners

Global investment management firm, Fidante, part of Challenger Limited, has announced a new strategic partnership with London-based Fulcrum Asset Management (Fulcrum), acquiring a substantial minority stake and securing exclusive distribution

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16 Oct 2025

Searching for alpha: Advisers turn to alternatives amidst market volatility

From Fidante Partners

Financial advisers are holding steady amid market turbulence and looking to alternatives to drive future returns, according to the latest Fidante Adviser Markets Survey released last week. The survey of

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10 Jun 2025

Fidante welcomes global long-short manager as latest affiliate

From Fidante Partners

Global investment management firm, Fidante, part of Challenger Group, has further expanded its network of affiliate managers, announcing a new strategic partnership with System Capital. System Capital is a global

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04 Feb 2025

Advisers remain bullish on global equities and Aussie small caps, Fidante research reveals

From Fidante Partners

Global equities and Australian small caps present the greatest opportunity for local investors in the coming six months, but current high valuations and economic headwinds remain front of mind for

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29 Nov 2024

Fidante Partners launches new emerging market boutique fund manager

From Fidante Partners

Fidante Partners has united with former long-time Platinum Asia Fund portfolio manager Dr. Joseph Lai and other former Platinum Asset Management alumni to launch a new emerging market fund manager,

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30 Jun 2021

Fidante Partners and Impax Asset Management agree distribution partnership in Australia and New Zealand

From Fidante Partners

Fidante Partners (Fidante) has welcomed global sustainability specialists Impax Asset Management (Impax) to its stable of strategic partners, signing on as distribution partner for Impax in Australia and New Zealand.

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15 Apr 2021

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]