Wheelhouse Partners appoints Head of Distribution

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Australian specialist income manager Wheelhouse Partners (Wheelhouse) has appointed Wayne McGauley as its Head of Distribution. In the newly created role, Wayne will be responsible for driving the growth of Wheelhouse’s Global and Australian

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Wheelhouse Global Equity Income Fund added to BT Wrap and BT Panorama platforms

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The flagship fund of Australian-based specialist income manager Wheelhouse Partners, the Wheelhouse Global Equity Fund, is now available to Australian retail investors through the BT Wrap and BT Panorama platforms.

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Zenith initiates coverage of the Wheelhouse Global Equity Income Fund with a ‘Recommended’ rating

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Research house Zenith has awarded a ‘Recommended’ rating to the Wheelhouse Global Equity Income Fund managed by Australian-based specialist income manager Wheelhouse Partners. The fund’s global equity strategy aims to

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Wheelhouse completes independent structure, announces new partners

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Australian-based specialist income manager Wheelhouse Partners (Wheelhouse) has completed its transition to its new independent structure following recently agreed terms for its executives to acquire Bennelong Funds Management’s stake in

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Wheelhouse pursues independent growth following buy-out from Bennelong

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Bennelong Funds Management (Bennelong) and Wheelhouse Investment Partners (Wheelhouse) have agreed for Wheelhouse executives to acquire Bennelong’s stake in the Australian boutique manager after a successful three-year partnership. Under its

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Sleeping securities – better than cash in a crisis

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Retirees should ensure they have a well-designed market crash protection strategy in their portfolios to help reduce the impact of inevitable downturns, particularly in the current low interest rate environment,

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Best ideas come from global trends

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Ongoing political constraints, shifting economic trends and long-term social changes are creating significant investment opportunities globally, according to Bennelong Funds Management’s boutique partners 4D Infrastructure, Quay Global Investors and Wheelhouse

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Market sell-off highlights need for tail risk management strategies

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The market falls of the past few days will have left many investors exposed to significant losses if they don’t have a program in place to manage tail risk, says

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“100-year storms” have serious impact on retiree balances

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A commonly held assumption is that catastrophic financial crises – “100-year storms” – are an infrequent occurrence, but far from being a once in a century event, data shows they

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Wheelhouse Global Equity Income Fund launched to retail market  

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Wheelhouse Investment Partners has launched the Wheelhouse Global Equity Income Fund to the retail market. The fund has been available to sophisticated and institutional investors since May 2017 and aims to deliver improved

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