All Articles tagged with 'John Burke'

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BAEP’s Mark East re-assumes sole portfolio manager responsibilities

From Bennelong Funds Management

Brad Clibborn has resigned as portfolio manager at Bennelong Australian Equity Partners (BAEP) and Mark East has re-assumed responsibilities as sole portfolio manager for BAEP’s funds, says John Burke, CEO

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23 Feb 2026

Quay Global Investors lists two active ETFs on the ASX

From Quay Global Investors - a Bennelong Funds Management boutique

The Quay Global Real Estate Fund (Unhedged) Active ETF (ASX:QGRU) and the Quay Global Real Estate Fund (AUD Hedged) Active ETF (ASX:QGFH) are available for trading on the ASX from

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25 Nov 2025

Bennelong Funds Management signs MOU and partners with US middle market private credit lender Monroe Capital

From Bennelong Funds Management

Bennelong Funds Management has signed a memorandum of understanding (MOU) and partnered with US-based Monroe Capital to further expand its distribution to Australia and New Zealand. Founded in 2004, Monroe

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16 Sep 2025

Bennelong Funds Management launches Allspring Global Income Fund

From Bennelong Funds Management

Bennelong Funds Management has launched the Allspring Global Income Fund, targeting Australian retail, wholesale and institutional investors. The product launch follows the announcement in May that Bennelong has partnered with

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22 Jul 2025

Bennelong Funds Management to bring Allspring Global Income Fund to Australia and New Zealand

From Bennelong Funds Management

Bennelong Funds Management has partnered with Allspring Global Investments to distribute its global income strategy across Australia and New Zealand. Allspring is a leading asset manager with USD$600 billion of

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19 May 2025

New hire to support Bennelong’s trustee services offering

From Bennelong Funds Management

Bennelong Funds Management has appointed Alan O’Brien to the newly created role of relationship manager, trustee services. Mr O’Brien will be based in Melbourne and report to chief solutions &

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17 Oct 2024

Quay Global Investors reaches its 10-year milestone with double digit returns

From Quay Global Investors - a Bennelong Funds Management boutique

Quay Global Investors, a Bennelong boutique, has celebrated its 10-year fund anniversary, returning 10.05 per cent per annum* since inception to investors in its Quay Global Real Estate Fund (Unhedged). The

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12 Sep 2024

Bennelong and Leadenhall launch ILS fund in Australia

From Bennelong Funds Management

Bennelong Funds Management and Leadenhall Capital Partners have now opened the LCP Insurance Linked Securities Fund for investment. After announcing the distribution agreement in October last year, the teams have been

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21 Aug 2024

Bennelong partners with Canopy Investors to launch global small & mid-cap fund

From Bennelong Funds Management

Bennelong Funds Management has partnered with boutique investment managers Canopy Investors to launch a global small and mid-cap equities fund. Canopy Investors was formed in 2023 by Kris Webster and

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27 Jun 2024

Jeremy Cooper joins Bennelong board

From Bennelong Funds Management

Jeremy Cooper has joined the board of Bennelong Funds Management as non-executive director, effective from 1 February 2024. Mr Cooper has more than 35 years of experience in the legal

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12 Feb 2024

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CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]