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Schroders Australia appoints Elise Kennedy as Equities Analyst

Schroders Australia has appointed Elise Kennedy to the role of Equities Analyst effective from January 2024. She will be based in Sydney and report to Schroders Head of Research, Australian

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31 Oct 2023

Schroders launches new Australian equity SMA on BT Panorama

The newly launched Schroder Concentrated Australian Equity Portfolio has been added to the BT Managed Portfolios available through the BT Panorama platform, in response to adviser demand for a separately

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09 Oct 2023

Private debt can provide better portfolio protection in uncertain times

Private debt can provide better downside portfolio protection than many other asset classes during periods of economic uncertainty, like the one we are currently experiencing, according to Schroders head of

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31 Aug 2023

Schroders appoints fixed income and multi asset investment director

Schroders Australia has appointed Pierre Wu as fixed income and multi-asset investment director. He will report to Schroders head of product, solutions and client delivery, Natalie Morcos, and will be

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21 Jul 2023

Schroders Australia announces leadership changes

Schroders Australia (SIMAL) has appointed Simon Doyle as chief executive officer, alongside his ongoing role of chief investment officer, a position he has held since February 2022. This is part of

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20 Jun 2023

Is the cash drag really such a drag?

The proliferation of open-ended funds for illiquid assets has increased the attractiveness of private assets for many investors, and despite concerns around the cost of this increased liquidity, research shows

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08 Jun 2023

Cycle likely to be turning in favour of bonds in 2023 as monetary policy bites

Fixed income is set to be a standout asset class in 2023, both in absolute terms and relative to other assets, according to Schroders Australia head of fixed income, Stuart

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02 Jun 2023

Schroders Australia appoints Adam Kibble as multi-asset fund manager

Schroders Australia has appointed Adam Kibble to the role of fund manager, multi-asset, effective from 1 March 2023. He will be based in Sydney and report to Schroders Australia Chief

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15 Feb 2023

Schroders Australia appoints new Head of Marketing Australia

Schroders Australia has appointed Lucy Briggs as its new Head of Marketing, Australia. Ms Briggs will be based in Sydney and report to Schroders Australia CEO, Sam Hallinan. She will

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07 Feb 2023

Schroders announces leadership changes in Asia Pacific

Schroders has announced senior leadership appointments in its Asia Pacific business as the Group continues to deliver on its ambitious growth strategy across Asia Pacific. After more than 17 years

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17 Nov 2022

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CPD: Why private market assets belong in client portfolios
Australia’s superannuation funds have quietly reshaped their portfolios over the past decade, and the numbers tell the private markets story better than any commentary can. Hostplus allocates 38% of its [...]
CPD: Diversifying portfolios with Emerging Market debt
For advisers building diversified portfolios, especially those focused on generating income, Emerging Markets (EM) debt deserves consideration. The asset class has converged steadily toward Developed Market (DM) standards over the [...]
CPD: The end of tax certainty? Adviser use-cases for investment bonds after Budget 2026
Why your peers are talking about investment bonds again A critical foundation of strategic financial advice is certainty about how a financial structure will be taxed, now and into the [...]
CPD: Maximising super contributions before retirement
For clients in their fifties and early sixties, superannuation stops being a distant concept and becomes a countdown. This article, proudly sponsored by Allianz Retire+, explores how clients can maximise [...]
CPD: Trust – the unseen foundation of ethical financial advice
Trust sits at the heart of every successful financial advice relationship. In this article, proudly sponsored by GSFM, the importance of the trust relationship and its link to ethical practice [...]