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        <title>AdviserVoiceLouise Watson Archives - AdviserVoice</title>
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                <title>Evidentia Group announces CEO transition and board leadership appointment</title>
                <link>https://www.adviservoice.com.au/2026/06/evidentia-group-announces-ceo-transition-and-board-leadership-appointment/</link>
                <comments>https://www.adviservoice.com.au/2026/06/evidentia-group-announces-ceo-transition-and-board-leadership-appointment/#respond</comments>
                <pubDate>Sun, 31 May 2026 21:10:16 +0000</pubDate>
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                		<category><![CDATA[From the Source]]></category>
		<category><![CDATA[Grant Hackett]]></category>
		<category><![CDATA[Louise Watson]]></category>
		<category><![CDATA[Michael Wright]]></category>
		<category><![CDATA[Peter Smith]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=111680</guid>
                                    <description><![CDATA[<h3>Evidentia Group, Australia’s leading provider of managed account solutions, has announced a planned leadership evolution, with Chief Executive Officer Michael Wright to assume the role of Chair of the Evidentia Group Board. As a result, the Group is delighted to announce the appointment of new Chief Executive Officer – Louise Watson.</h3>
<p>Michael Wright will succeed Peter Smith as Chair. Importantly, Smith will remain deeply involved as Founder, Evidentia Group Board Member, Generation Development Group (GDG) Director and Executive Director across GDG. He will continue to play an active role with Evidentia clients, strategic relationships, and in overseeing future strategic initiatives.</p>
<p>This transition reflects the Group’s long-term governance and succession planning and the Board’s commitment to continuity, stability, and sustained strategic execution as Evidentia enters its next phase of growth.</p>
<h2>Introducing Louise Watson</h2>
<p>Louise Watson is a highly regarded asset management executive with extensive experience leading growth and transformation across global and domestic markets. Most recently Country Head of Natixis Investment Managers Australia and New Zealand, she was responsible for driving operational transformation, expanding and diversifying institutional and adviser distribution capability, and accelerating both organic and inorganic growth.</p>
<p>Her career spans senior roles with leading global financial institutions including JPMorgan, Man Group, Credit Suisse, Aberdeen and Challenger. Across these organisations she played a pivotal role in developing multi-affiliate investment platforms, strengthening institutional and wealth distribution strategies and supporting advisers, wealth firms and institutional clients with differentiated investment solutions across public and private markets.</p>
<p>Louise is recognised for her strategic leadership, strong commercial acumen, and client-focused approach. She brings deep investment, distribution and advice industry expertise, with a strong ability to bridge sophisticated investment capability with adviser and client outcomes. Louise’s appointment comes at an important point in Evidentia Group’s growth journey, with her expertise expected to accelerate distribution opportunities and scale platform capability as the business enters its next phase.<br />
Wright will work closely with Watson to ensure a seamless leadership transition and maintain strategic momentum across the Group.</p>
<h2>Continued leadership and strategic stewardship</h2>
<p>As Chair, Wright will remain closely involved in Evidentia Group’s strategic direction, corporate governance, and long-term growth agenda.</p>
<p>Under Smith’s and Wright’s leadership at Evidentia and Wright’s tenure as CEO of the Lonsec Group, the businesses have been reshaped and strengthened within the Australian financial services sector. Wright led the integration of Evidentia and Lonsec Investment Solutions into a scaled, market-leading managed accounts platform, while enhancing governance and risk and delivering sustained, innovation-driven growth for advisers and clients, firmly positioning Evidentia Group as one of the most trusted and progressive organisations in the managed accounts industry.</p>
<p>Reflecting on his transition to Executive Chair, Michael Wright said: “Leading Lonsec Group and Evidentia Group has been one of the most rewarding chapters of my career. I am incredibly proud of the transformation we have achieved and the strong, future-focused organisation that has been built.</p>
<p>“As the Group enters its next phase of growth, I am excited with the addition of Louise and her significant expertise and look forward to supporting Louise and the leadership team as Evidentia’s Chair. This transition allows me to continue contributing to Evidentia’s long-term strategy, governance and ambition while ensuring the business remains well positioned for the future.”</p>
<p>Further reflecting on the transition, Founder and Director of Evidentia Group &#8211; Peter Smith said, “It has been particularly rewarding to see Evidentia and Lonsec Investment Solutions come together under Mike’s tenure as CEO to create a scaled and leading managed accounts business, which has continued to grow and strengthen its position in the market.”</p>
<h2>Support from Generation Development Group</h2>
<p>Grant Hackett, CEO of Generation Development Group, said: “Mike has demonstrated exceptional leadership throughout his time leading Evidentia Group and Lonsec Group. His strategic vision, focus on governance and risk, and commitment to delivering value for advisers and clients have been instrumental in shaping these businesses.</p>
<p>“We are delighted that Mike will continue to play a critical role as Chair of Evidentia Group, providing continuity and strategic leadership as the organisation enters its next phase.</p>
<p>“Importantly, we are pleased that Peter Smith continues to play an active and influential role across Evidentia and GDG as Founder and Director, maintaining strong continuity across clients, market relationships and strategic initiatives.</p>
<p>“We welcome Evidentia Group’s new CEO – Louise Watson, a highly experienced asset management leader with a proven track record in scaling investment businesses and driving strategic growth, who will commence in the role in August.</p>
<p>“GDG remains strongly committed to supporting and investing in Evidentia’s next phase of growth. The combination of ASX 200 backing and preserving the entrepreneurial culture of the business positions Evidentia strongly for continued expansion.”</p>
<h2>A planned and positive transition</h2>
<p>The Board emphasised that this transition is the outcome of a structured and considered succession process, designed to support Evidentia Group’s long-term growth strategy.</p>
<p>Evidentia Group remains focused on delivering exceptional outcomes for advisers, clients and shareholders, and this leadership evolution underscores the Group’s commitment to strong governance, continuity, momentum and market leadership.</p>
]]></description>
                                            <content:encoded><![CDATA[<h3>Evidentia Group, Australia’s leading provider of managed account solutions, has announced a planned leadership evolution, with Chief Executive Officer Michael Wright to assume the role of Chair of the Evidentia Group Board. As a result, the Group is delighted to announce the appointment of new Chief Executive Officer – Louise Watson.</h3>
<p>Michael Wright will succeed Peter Smith as Chair. Importantly, Smith will remain deeply involved as Founder, Evidentia Group Board Member, Generation Development Group (GDG) Director and Executive Director across GDG. He will continue to play an active role with Evidentia clients, strategic relationships, and in overseeing future strategic initiatives.</p>
<p>This transition reflects the Group’s long-term governance and succession planning and the Board’s commitment to continuity, stability, and sustained strategic execution as Evidentia enters its next phase of growth.</p>
<h2>Introducing Louise Watson</h2>
<p>Louise Watson is a highly regarded asset management executive with extensive experience leading growth and transformation across global and domestic markets. Most recently Country Head of Natixis Investment Managers Australia and New Zealand, she was responsible for driving operational transformation, expanding and diversifying institutional and adviser distribution capability, and accelerating both organic and inorganic growth.</p>
<p>Her career spans senior roles with leading global financial institutions including JPMorgan, Man Group, Credit Suisse, Aberdeen and Challenger. Across these organisations she played a pivotal role in developing multi-affiliate investment platforms, strengthening institutional and wealth distribution strategies and supporting advisers, wealth firms and institutional clients with differentiated investment solutions across public and private markets.</p>
<p>Louise is recognised for her strategic leadership, strong commercial acumen, and client-focused approach. She brings deep investment, distribution and advice industry expertise, with a strong ability to bridge sophisticated investment capability with adviser and client outcomes. Louise’s appointment comes at an important point in Evidentia Group’s growth journey, with her expertise expected to accelerate distribution opportunities and scale platform capability as the business enters its next phase.<br />
Wright will work closely with Watson to ensure a seamless leadership transition and maintain strategic momentum across the Group.</p>
<h2>Continued leadership and strategic stewardship</h2>
<p>As Chair, Wright will remain closely involved in Evidentia Group’s strategic direction, corporate governance, and long-term growth agenda.</p>
<p>Under Smith’s and Wright’s leadership at Evidentia and Wright’s tenure as CEO of the Lonsec Group, the businesses have been reshaped and strengthened within the Australian financial services sector. Wright led the integration of Evidentia and Lonsec Investment Solutions into a scaled, market-leading managed accounts platform, while enhancing governance and risk and delivering sustained, innovation-driven growth for advisers and clients, firmly positioning Evidentia Group as one of the most trusted and progressive organisations in the managed accounts industry.</p>
<p>Reflecting on his transition to Executive Chair, Michael Wright said: “Leading Lonsec Group and Evidentia Group has been one of the most rewarding chapters of my career. I am incredibly proud of the transformation we have achieved and the strong, future-focused organisation that has been built.</p>
<p>“As the Group enters its next phase of growth, I am excited with the addition of Louise and her significant expertise and look forward to supporting Louise and the leadership team as Evidentia’s Chair. This transition allows me to continue contributing to Evidentia’s long-term strategy, governance and ambition while ensuring the business remains well positioned for the future.”</p>
<p>Further reflecting on the transition, Founder and Director of Evidentia Group &#8211; Peter Smith said, “It has been particularly rewarding to see Evidentia and Lonsec Investment Solutions come together under Mike’s tenure as CEO to create a scaled and leading managed accounts business, which has continued to grow and strengthen its position in the market.”</p>
<h2>Support from Generation Development Group</h2>
<p>Grant Hackett, CEO of Generation Development Group, said: “Mike has demonstrated exceptional leadership throughout his time leading Evidentia Group and Lonsec Group. His strategic vision, focus on governance and risk, and commitment to delivering value for advisers and clients have been instrumental in shaping these businesses.</p>
<p>“We are delighted that Mike will continue to play a critical role as Chair of Evidentia Group, providing continuity and strategic leadership as the organisation enters its next phase.</p>
<p>“Importantly, we are pleased that Peter Smith continues to play an active and influential role across Evidentia and GDG as Founder and Director, maintaining strong continuity across clients, market relationships and strategic initiatives.</p>
<p>“We welcome Evidentia Group’s new CEO – Louise Watson, a highly experienced asset management leader with a proven track record in scaling investment businesses and driving strategic growth, who will commence in the role in August.</p>
<p>“GDG remains strongly committed to supporting and investing in Evidentia’s next phase of growth. The combination of ASX 200 backing and preserving the entrepreneurial culture of the business positions Evidentia strongly for continued expansion.”</p>
<h2>A planned and positive transition</h2>
<p>The Board emphasised that this transition is the outcome of a structured and considered succession process, designed to support Evidentia Group’s long-term growth strategy.</p>
<p>Evidentia Group remains focused on delivering exceptional outcomes for advisers, clients and shareholders, and this leadership evolution underscores the Group’s commitment to strong governance, continuity, momentum and market leadership.</p>
<p>The post <a href="https://www.adviservoice.com.au/2026/06/evidentia-group-announces-ceo-transition-and-board-leadership-appointment/">Evidentia Group announces CEO transition and board leadership appointment</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
]]></content:encoded>
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                <title>Natixis Investment Managers hires Mai Platts to expand client services</title>
                <link>https://www.adviservoice.com.au/2026/05/natixis-investment-managers-hires-mai-platts-to-expand-client-services/</link>
                <comments>https://www.adviservoice.com.au/2026/05/natixis-investment-managers-hires-mai-platts-to-expand-client-services/#respond</comments>
                <pubDate>Wed, 13 May 2026 21:20:13 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[From the Source]]></category>
		<category><![CDATA[Louise Watson]]></category>
		<category><![CDATA[Mai Platts]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=111343</guid>
                                    <description><![CDATA[<div id="attachment_111345" style="width: 660px" class="wp-caption alignnone"><img fetchpriority="high" decoding="async" aria-describedby="caption-attachment-111345" class="size-full wp-image-111345" src="https://www.adviservoice.com.au/wp-content/uploads/2026/05/Platts-Mai-650.png" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2026/05/Platts-Mai-650.png 650w, https://www.adviservoice.com.au/wp-content/uploads/2026/05/Platts-Mai-650-300x162.png 300w, https://www.adviservoice.com.au/wp-content/uploads/2026/05/Platts-Mai-650-400x215.png 400w" sizes="(max-width: 650px) 100vw, 650px" /><p id="caption-attachment-111345" class="wp-caption-text">Mai Platts</p></div>
<h3>Natixis Investment Managers (Natixis IM), one of the world’s largest asset managers, has today announced the appointment of Mai Platts as Director, Client Services.</h3>
<p>Based in Sydney, and reporting to the Head of Client Services &amp; Operations, Australia and New Zealand, Barbara Whyte, Ms Platts will lead the client services function and support the growth of Natixis IM’s capabilities as it expands its range of promoted managed funds and active ETFs.</p>
<p>Ms Platts brings almost two decades of experience in funds management, with a focus on key account, dealer group, and adviser relationship management. Previously she has held roles with Bennelong Funds Management and Betashares ETFs.</p>
<p>Louise Watson, Country Head for Australia and New Zealand, Natixis IM said, “We’re pleased to welcome Mai, who brings a wealth of experience, to the Natixis IM team and especially to our wholesale clients and platform partners in Australia. Her role will support the growth of the range of active ETFs and managed funds promoted by Natixis IM, leveraging the very best solutions from our global expert affiliate managers to serve the personal, and increasingly complex, needs of our clients.”</p>
<p>Mai Platts, Director Client Services, Natixis IM said, “I look forward to joining the Natixis IM team and continuing to provide a high standard of service to support the growth of exceptional client relationships across Australia. It’s an exciting time to join the team as together we will grow our best-in-class global solutions to our local clients.”</p>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_111345" style="width: 660px" class="wp-caption alignnone"><img decoding="async" aria-describedby="caption-attachment-111345" class="size-full wp-image-111345" src="https://www.adviservoice.com.au/wp-content/uploads/2026/05/Platts-Mai-650.png" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2026/05/Platts-Mai-650.png 650w, https://www.adviservoice.com.au/wp-content/uploads/2026/05/Platts-Mai-650-300x162.png 300w, https://www.adviservoice.com.au/wp-content/uploads/2026/05/Platts-Mai-650-400x215.png 400w" sizes="(max-width: 650px) 100vw, 650px" /><p id="caption-attachment-111345" class="wp-caption-text">Mai Platts</p></div>
<h3>Natixis Investment Managers (Natixis IM), one of the world’s largest asset managers, has today announced the appointment of Mai Platts as Director, Client Services.</h3>
<p>Based in Sydney, and reporting to the Head of Client Services &amp; Operations, Australia and New Zealand, Barbara Whyte, Ms Platts will lead the client services function and support the growth of Natixis IM’s capabilities as it expands its range of promoted managed funds and active ETFs.</p>
<p>Ms Platts brings almost two decades of experience in funds management, with a focus on key account, dealer group, and adviser relationship management. Previously she has held roles with Bennelong Funds Management and Betashares ETFs.</p>
<p>Louise Watson, Country Head for Australia and New Zealand, Natixis IM said, “We’re pleased to welcome Mai, who brings a wealth of experience, to the Natixis IM team and especially to our wholesale clients and platform partners in Australia. Her role will support the growth of the range of active ETFs and managed funds promoted by Natixis IM, leveraging the very best solutions from our global expert affiliate managers to serve the personal, and increasingly complex, needs of our clients.”</p>
<p>Mai Platts, Director Client Services, Natixis IM said, “I look forward to joining the Natixis IM team and continuing to provide a high standard of service to support the growth of exceptional client relationships across Australia. It’s an exciting time to join the team as together we will grow our best-in-class global solutions to our local clients.”</p>
<p>The post <a href="https://www.adviservoice.com.au/2026/05/natixis-investment-managers-hires-mai-platts-to-expand-client-services/">Natixis Investment Managers hires Mai Platts to expand client services</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
]]></content:encoded>
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                <slash:comments>0</slash:comments>                            </item>
                    <item>
                <title>From Boomers to Millennials: The great wealth transfer Is redefining financial advice </title>
                <link>https://www.adviservoice.com.au/2026/04/from-boomers-to-millennials-the-great-wealth-transfer-is-redefining-financial-advice/</link>
                <comments>https://www.adviservoice.com.au/2026/04/from-boomers-to-millennials-the-great-wealth-transfer-is-redefining-financial-advice/#respond</comments>
                <pubDate>Wed, 15 Apr 2026 21:10:11 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[Client Insights]]></category>
		<category><![CDATA[Louise Watson]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=110777</guid>
                                    <description><![CDATA[<div>
<div id="attachment_110968" style="width: 660px" class="wp-caption alignnone"><img decoding="async" aria-describedby="caption-attachment-110968" class="size-full wp-image-110968" src="https://www.adviservoice.com.au/wp-content/uploads/2026/04/Watson-Louise-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2026/04/Watson-Louise-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2026/04/Watson-Louise-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2026/04/Watson-Louise-650-400x215.jpg 400w" sizes="(max-width: 650px) 100vw, 650px" /><p id="caption-attachment-110968" class="wp-caption-text">Lousie Watson</p></div>
<h3 class="x_Paragraph x_SCXW74038541 x_BCX0">The financial advice industry is ripe for disruption as almost two thirds (65%) of Australian investors say they don’t plan to retain their parents’ or spouse’s financial adviser when managing inherited assets, according to Natixis Investment Manager’s (Natixis IM) <em>Great Wealth Transfer Report</em>.</h3>
</div>
<div>
<p class="x_Paragraph x_SCXW74038541 x_BCX0">Despite Baby Boomers (aged 62-80) shaping adviser relationships for decades, it’s this cohort that are set to cause the most disruption as 75% say they would switch advisers.</p>
</div>
<div>
<p class="x_Paragraph x_SCXW74038541 x_BCX0">Of Generation X, (aged 46-61) nearly six in ten (59%) said they plan on leaving their benefactors’ adviser, and similarly 61% of Millennials (aged 30-45) plan to make the switch.</p>
</div>
<div>
<p class="x_Paragraph x_SCXW74038541 x_BCX0">The Natixis IM report uses research conducted in collaboration with CoreData surveying over 2,700 financial professionals and 7,000 individual investors globally, including Australians, to provide insight into the challenges advisers are facing, and how investors’ financial needs differ.</p>
</div>
<div>
<p class="x_Paragraph x_SCXW74038541 x_BCX0">On individual advice needs, almost four in ten (39%) Millennials and Gen X’ers value their advisers just listening to them, whereas almost half (48%) of Baby Boomers value the financial planning advice.</p>
</div>
<div>
<p class="x_Paragraph x_SCXW74038541 x_BCX0">Gender also shapes investing preferences, women are more likely to want advisers who help them understand investing (38% vs. 25%) and feel less confidence in retiring securely (56% vs. 49%). In addition, women overall are more worried they’ll outlive their assets (29%), in comparison to their male counterparts (20%).</p>
</div>
<div>
<p class="x_Paragraph x_SCXW74038541 x_BCX0">Natixis Investment Managers Country Head Australia and New Zealand Louise Watson said, “As the great wealth transfer continues, advisers must engage clients in practical, forward-looking conversations about how best to manage and transition their wealth in today’s complex economic and regulatory environment. The current heightened geopolitical uncertainty, as well as ongoing change to tax and superannuation regulations, reinforce the value of personalised financial advice.</p>
</div>
<div>
<p class="x_Paragraph x_SCXW74038541 x_BCX0">With no two clients, or generations alike, financial advice isn’t a one size fits all approach. Advisers who build strong relationships and understand generational differences will be best positioned to retain their clients and help them to navigate a path through market volatility, asset allocation and return expectations to achieve financial security.”</p>
<p class="x_Paragraph x_SCXW74038541 x_BCX0">The generational differences spread beyond adviser relationships and into the desired financial outcomes, specific asset classes, and product structures.</p>
<ul>
<li>
<p class="x_Paragraph x_SCXW74038541 x_BCX0" role="presentation"><b>Baby Boomers</b> are the most conservative, with just 27% saying they are willing to take risks in order to get ahead. This cohort have the lowest appetite for investments in private assets (26%) and cryptocurrencies (13%). However, 63% say they are happy to tie up money earmarked for inheritance in longer-term investments and 52% are worried that passive investments won’t do enough to help them avoid losses.</p>
</li>
<li>
<p class="x_Paragraph x_SCXW74038541 x_BCX0" role="presentation"><b>Gen X</b> falls in the middle, with 56% of investors looking at volatility as an opportunity to build wealth. Moreover, 52% think investing in private assets is worth the associated fees and 35% think new investment vehicles will make cryptocurrency a more attractive investment.</p>
</li>
<li>
<p class="x_Paragraph x_SCXW74038541 x_BCX0" role="presentation"><b>Millennials </b>are the least conservative, with 62% using volatility as an opportunity to grow their wealth. They also show greater interest in private assets (59%) and 39% are already invested in crypto. When it comes to active ETFs, millennials are already predisposed to the concept, as 66% say they wish the mutual funds they like were available as ETFs.</p>
</li>
</ul>
<h2 class="x_Paragraph x_SCXW74038541 x_BCX0">AI-Powered advice may enhance but is hard to replace human advisers</h2>
<p class="x_Paragraph x_SCXW74038541 x_BCX0">Younger investors are more open to automated financial tools and advice. Currently, almost half (47%) of Millennials say they trust algorithms to make investment decisions compared to only 25% of Gen X and 18% of Baby Boomers.</p>
<p class="x_Paragraph x_SCXW74038541 x_BCX0">Even so, human advice remains central across generations. Millennials still place the greatest trust in their own adviser (88%), followed by themselves (84%) and advisers in general (81%). Trust in one’s own advisor is similarly high among Gen X (84%) and Boomers (98%), suggesting AI is more likely to complement human guidance than replace it.</p>
<p class="x_Paragraph x_SCXW74038541 x_BCX0"><a href="https://im.natixis.com/en-intl/insights/investor-sentiment/2026/the-great-wealth-transfer">Read the report.</a></p>
</div>
]]></description>
                                            <content:encoded><![CDATA[<div>
<div id="attachment_110968" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-110968" class="size-full wp-image-110968" src="https://www.adviservoice.com.au/wp-content/uploads/2026/04/Watson-Louise-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2026/04/Watson-Louise-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2026/04/Watson-Louise-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2026/04/Watson-Louise-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-110968" class="wp-caption-text">Lousie Watson</p></div>
<h3 class="x_Paragraph x_SCXW74038541 x_BCX0">The financial advice industry is ripe for disruption as almost two thirds (65%) of Australian investors say they don’t plan to retain their parents’ or spouse’s financial adviser when managing inherited assets, according to Natixis Investment Manager’s (Natixis IM) <em>Great Wealth Transfer Report</em>.</h3>
</div>
<div>
<p class="x_Paragraph x_SCXW74038541 x_BCX0">Despite Baby Boomers (aged 62-80) shaping adviser relationships for decades, it’s this cohort that are set to cause the most disruption as 75% say they would switch advisers.</p>
</div>
<div>
<p class="x_Paragraph x_SCXW74038541 x_BCX0">Of Generation X, (aged 46-61) nearly six in ten (59%) said they plan on leaving their benefactors’ adviser, and similarly 61% of Millennials (aged 30-45) plan to make the switch.</p>
</div>
<div>
<p class="x_Paragraph x_SCXW74038541 x_BCX0">The Natixis IM report uses research conducted in collaboration with CoreData surveying over 2,700 financial professionals and 7,000 individual investors globally, including Australians, to provide insight into the challenges advisers are facing, and how investors’ financial needs differ.</p>
</div>
<div>
<p class="x_Paragraph x_SCXW74038541 x_BCX0">On individual advice needs, almost four in ten (39%) Millennials and Gen X’ers value their advisers just listening to them, whereas almost half (48%) of Baby Boomers value the financial planning advice.</p>
</div>
<div>
<p class="x_Paragraph x_SCXW74038541 x_BCX0">Gender also shapes investing preferences, women are more likely to want advisers who help them understand investing (38% vs. 25%) and feel less confidence in retiring securely (56% vs. 49%). In addition, women overall are more worried they’ll outlive their assets (29%), in comparison to their male counterparts (20%).</p>
</div>
<div>
<p class="x_Paragraph x_SCXW74038541 x_BCX0">Natixis Investment Managers Country Head Australia and New Zealand Louise Watson said, “As the great wealth transfer continues, advisers must engage clients in practical, forward-looking conversations about how best to manage and transition their wealth in today’s complex economic and regulatory environment. The current heightened geopolitical uncertainty, as well as ongoing change to tax and superannuation regulations, reinforce the value of personalised financial advice.</p>
</div>
<div>
<p class="x_Paragraph x_SCXW74038541 x_BCX0">With no two clients, or generations alike, financial advice isn’t a one size fits all approach. Advisers who build strong relationships and understand generational differences will be best positioned to retain their clients and help them to navigate a path through market volatility, asset allocation and return expectations to achieve financial security.”</p>
<p class="x_Paragraph x_SCXW74038541 x_BCX0">The generational differences spread beyond adviser relationships and into the desired financial outcomes, specific asset classes, and product structures.</p>
<ul>
<li>
<p class="x_Paragraph x_SCXW74038541 x_BCX0" role="presentation"><b>Baby Boomers</b> are the most conservative, with just 27% saying they are willing to take risks in order to get ahead. This cohort have the lowest appetite for investments in private assets (26%) and cryptocurrencies (13%). However, 63% say they are happy to tie up money earmarked for inheritance in longer-term investments and 52% are worried that passive investments won’t do enough to help them avoid losses.</p>
</li>
<li>
<p class="x_Paragraph x_SCXW74038541 x_BCX0" role="presentation"><b>Gen X</b> falls in the middle, with 56% of investors looking at volatility as an opportunity to build wealth. Moreover, 52% think investing in private assets is worth the associated fees and 35% think new investment vehicles will make cryptocurrency a more attractive investment.</p>
</li>
<li>
<p class="x_Paragraph x_SCXW74038541 x_BCX0" role="presentation"><b>Millennials </b>are the least conservative, with 62% using volatility as an opportunity to grow their wealth. They also show greater interest in private assets (59%) and 39% are already invested in crypto. When it comes to active ETFs, millennials are already predisposed to the concept, as 66% say they wish the mutual funds they like were available as ETFs.</p>
</li>
</ul>
<h2 class="x_Paragraph x_SCXW74038541 x_BCX0">AI-Powered advice may enhance but is hard to replace human advisers</h2>
<p class="x_Paragraph x_SCXW74038541 x_BCX0">Younger investors are more open to automated financial tools and advice. Currently, almost half (47%) of Millennials say they trust algorithms to make investment decisions compared to only 25% of Gen X and 18% of Baby Boomers.</p>
<p class="x_Paragraph x_SCXW74038541 x_BCX0">Even so, human advice remains central across generations. Millennials still place the greatest trust in their own adviser (88%), followed by themselves (84%) and advisers in general (81%). Trust in one’s own advisor is similarly high among Gen X (84%) and Boomers (98%), suggesting AI is more likely to complement human guidance than replace it.</p>
<p class="x_Paragraph x_SCXW74038541 x_BCX0"><a href="https://im.natixis.com/en-intl/insights/investor-sentiment/2026/the-great-wealth-transfer">Read the report.</a></p>
</div>
<p>The post <a href="https://www.adviservoice.com.au/2026/04/from-boomers-to-millennials-the-great-wealth-transfer-is-redefining-financial-advice/">From Boomers to Millennials: The great wealth transfer Is redefining financial advice </a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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                <title>Natixis Investment Managers hires Daniel Shelest to grow wholesale research &#038; consultant relationships</title>
                <link>https://www.adviservoice.com.au/2025/12/natixis-investment-managers-hires-daniel-shelest-to-grow-wholesale-research-consultant-relationships/</link>
                <comments>https://www.adviservoice.com.au/2025/12/natixis-investment-managers-hires-daniel-shelest-to-grow-wholesale-research-consultant-relationships/#respond</comments>
                <pubDate>Mon, 15 Dec 2025 19:04:24 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[From the Source]]></category>
		<category><![CDATA[Daniel Shelest]]></category>
		<category><![CDATA[Louise Watson]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=108494</guid>
                                    <description><![CDATA[<div id="attachment_108498" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-108498" class="size-full wp-image-108498" src="https://www.adviservoice.com.au/wp-content/uploads/2025/12/Shelest-Daniel-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2025/12/Shelest-Daniel-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2025/12/Shelest-Daniel-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2025/12/Shelest-Daniel-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-108498" class="wp-caption-text">Daniel Shelest</p></div>
<h3 class="x_MsoNormal">Natixis Investment Managers (Natixis IM), one of the world’s largest asset managers, has announced the appointment of Daniel Shelest, Distribution Director – Researchers &amp; Consultants.</h3>
<p class="x_MsoNormal">Based in Sydney and reporting to Jason Guthrie the Head of Wholesale Distribution, Australia and New Zealand, Daniel will focus on strengthening the firm’s engagement with Australia’s research houses, asset consultants and investment committees.</p>
<p class="x_MsoNormal">Mr Shelest brings a decade of experience, having served as Research and Consultants Manager at SG Hiscock and Aberdeen, where he earned a reputation for his investment expertise and driving consultant coverage across both public and private markets.</p>
<p class="x_MsoNormal">Louise Watson, Country Head for Australia and New Zealand, Natixis IM said, “We’re pleased to welcome Daniel to the team. At Natixis IM, we pride ourselves on understanding our clients&#8217; entire portfolios and aligning their needs with our best-in-class solutions from our global network of expert investment managers. Daniel’s appointment reflects the firm’s commitment to deepening relationships with researchers and consultants – a segment of growing importance in the Australian wholesale ecosystem. He brings a depth of understanding of this landscape and a genuine commitment to strong partnerships.”</p>
<p class="x_MsoNormal">Daniel Shelest, Distribution Director – Researchers &amp; Consultants, Natixis IM said, “I look forward to joining the Natixis Investment Managers team and strengthening relationships with clients across Australia. I’m drawn to Natixis IM’s focus on understanding what clients are trying to achieve in their portfolios and engaging with them in a meaningful, long-term way. Offering access to differentiated capabilities from the firm’s global network of specialist investment managers is an important part of that.”</p>
<p class="x_MsoNormal">This appointment follows a year of continued momentum for Natixis IM in the wholesale market, with the suite of wholesale funds available now covering specialist equities, fixed income and private equity across affiliates including Loomis Sayles, Mirova, Vaughan Nelson, Flexstone Partners and IML.</p>
<p class="x_MsoNormal">Earlier in the year, Natixis Investment Managers celebrated 10 years in Australia and reaffirmed its commitment to providing Australian institutional, wholesale, and retail investors with best-in-class active investment strategies managed by its global network of affiliate investment firms.</p>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_108498" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-108498" class="size-full wp-image-108498" src="https://www.adviservoice.com.au/wp-content/uploads/2025/12/Shelest-Daniel-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2025/12/Shelest-Daniel-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2025/12/Shelest-Daniel-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2025/12/Shelest-Daniel-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-108498" class="wp-caption-text">Daniel Shelest</p></div>
<h3 class="x_MsoNormal">Natixis Investment Managers (Natixis IM), one of the world’s largest asset managers, has announced the appointment of Daniel Shelest, Distribution Director – Researchers &amp; Consultants.</h3>
<p class="x_MsoNormal">Based in Sydney and reporting to Jason Guthrie the Head of Wholesale Distribution, Australia and New Zealand, Daniel will focus on strengthening the firm’s engagement with Australia’s research houses, asset consultants and investment committees.</p>
<p class="x_MsoNormal">Mr Shelest brings a decade of experience, having served as Research and Consultants Manager at SG Hiscock and Aberdeen, where he earned a reputation for his investment expertise and driving consultant coverage across both public and private markets.</p>
<p class="x_MsoNormal">Louise Watson, Country Head for Australia and New Zealand, Natixis IM said, “We’re pleased to welcome Daniel to the team. At Natixis IM, we pride ourselves on understanding our clients&#8217; entire portfolios and aligning their needs with our best-in-class solutions from our global network of expert investment managers. Daniel’s appointment reflects the firm’s commitment to deepening relationships with researchers and consultants – a segment of growing importance in the Australian wholesale ecosystem. He brings a depth of understanding of this landscape and a genuine commitment to strong partnerships.”</p>
<p class="x_MsoNormal">Daniel Shelest, Distribution Director – Researchers &amp; Consultants, Natixis IM said, “I look forward to joining the Natixis Investment Managers team and strengthening relationships with clients across Australia. I’m drawn to Natixis IM’s focus on understanding what clients are trying to achieve in their portfolios and engaging with them in a meaningful, long-term way. Offering access to differentiated capabilities from the firm’s global network of specialist investment managers is an important part of that.”</p>
<p class="x_MsoNormal">This appointment follows a year of continued momentum for Natixis IM in the wholesale market, with the suite of wholesale funds available now covering specialist equities, fixed income and private equity across affiliates including Loomis Sayles, Mirova, Vaughan Nelson, Flexstone Partners and IML.</p>
<p class="x_MsoNormal">Earlier in the year, Natixis Investment Managers celebrated 10 years in Australia and reaffirmed its commitment to providing Australian institutional, wholesale, and retail investors with best-in-class active investment strategies managed by its global network of affiliate investment firms.</p>
<p>The post <a href="https://www.adviservoice.com.au/2025/12/natixis-investment-managers-hires-daniel-shelest-to-grow-wholesale-research-consultant-relationships/">Natixis Investment Managers hires Daniel Shelest to grow wholesale research &#038; consultant relationships</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
]]></content:encoded>
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                <slash:comments>0</slash:comments>                            </item>
                    <item>
                <title>Turning down white-noise and tuning in to signals: Australian institutional investors, superannuation funds, remain optimistic for 2026</title>
                <link>https://www.adviservoice.com.au/2025/11/turning-down-white-noise-and-tuning-in-to-signals-australian-institutional-investors-superannuation-funds-remain-optimistic-for-2026/</link>
                <comments>https://www.adviservoice.com.au/2025/11/turning-down-white-noise-and-tuning-in-to-signals-australian-institutional-investors-superannuation-funds-remain-optimistic-for-2026/#respond</comments>
                <pubDate>Wed, 26 Nov 2025 20:15:15 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[Investment]]></category>
		<category><![CDATA[Louise Watson]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=108122</guid>
                                    <description><![CDATA[<div id="attachment_80577" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-80577" class="size-full wp-image-80577" src="https://www.adviservoice.com.au/wp-content/uploads/2022/03/Watson-Louise-2022-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2022/03/Watson-Louise-2022-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2022/03/Watson-Louise-2022-650-300x162.jpg 300w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-80577" class="wp-caption-text">Louise Watson</p></div>
<h3 role="presentation">Australian institutional investors, particularly superfunds, plan to look beyond the near-term noise and remain invested in US markets in 2026, according to Natixis IM’s <em>2026 Institutional Investor Outlook.</em></h3>
<div role="presentation">Smooth sailing across the board is unlikely as institutions forecast increased volatility for stocks (63%), bonds (40%), and currency (67%). Instead, investors are excited about the opportunity in private markets as 63% are assessing new opportunities in this space.</div>
<p>Four in five investors acknowledge the return potential in private markets is higher than in public markets, and as a result, 37% have increased target allocation to private markets for 2026.</p>
<p>Natixis IM, in collaboration with CoreData research, surveyed 515 institutional investors for their 2026 outlook on macro and markets. Collectively respondents manage US $29.9T globally in assets for public and private pensions, including superannuation funds, insurers, foundations, endowments, central banks, and sovereign wealth funds around the world.</p>
<p>Louise Watson, Country Head of Australia &amp; New Zealand, Natixis IM, said, “Markets around the world have proved remarkably resilient in 2025, with most equity indices posting a third consecutive year of double-digit returns during a period marked by tariffs, geopolitical conflicts and supply chain shocks. “As long-term investors, many of our superannuation fund clients are feeling optimistic about what’s to come in 2026 and beyond. While 2026 may bring a degree of uncertainty, the enticing opportunity in private markets gives investors an opportunity to leverage a tactical play in this space for attractive returns, diversification and risk management in the new year.</p>
<p>&#8220;While we’re starting to see some speculative premium in public market valuations leak out of the widely touted AI bubble, we still expect AI to drive productivity improvements across private markets and especially middle market companies. Our view is that there is a low probability of a near term recession in the US because these companies are starting to use AI technologies to support a wide variety of functions to drive customer growth and retention data as well as improving business margins.”</p>
<h2>The proof is in private markets</h2>
<p>The headline investors are anticipating in 2026 is that the 60:20:20 alternatives-diversified portfolio outperforms (83%) the traditional 60:40 equity bonds portfolio (17%).</p>
<p>Investors are bullish on private equity (63%), private debt (50%) and residential real estate (57%). In particular, 73% see the potential for attractive returns in private equity secondaries, rather than just as a source of liquidity.</p>
<p>Investors conviction over the longer term remains, as 40% plan to increase allocations to private markets over the next 10-15 years. This is as 87% expect relaxed regulation with respect to private market access will incentivize more companies to stay private for longer.</p>
<h2>Tariff trouble to opportunity</h2>
<p>With tariffs dominating headlines throughout 2025, 90% of investors are certain that the global tariff environment will remain a moving target into 2026.</p>
<p>Overall sentiment suggests that institutions are bracing for big shifts in the macroeconomic landscape in 2026 as 73% now believe political dysfunction is a growing threat to market stability.</p>
<p>Four in five investors agree that regardless of how high or how long tariffs are in place, manufacturing is unlikely to return to the US in a meaningful way. Instead, tariffs are rallying investor optimism in other ways, as 47% think a US-China trade war will help create a fertile environment for emerging markets to rise.</p>
<p>As emerging markets shift into focus, more than half of institutions now think India will surpass China as the leading emerging market and easing monetary policy in the developed world will help accelerate growth (83%).</p>
<h2>Love/Hate relationship with the AI bubble</h2>
<p>For the first time in five years, the tech bubble (47%) surpasses geopolitics as investors’ top concerns going into 2026. This is followed by re-inflation (43%), geopolitical shock (40%), government debt/fiscal crisis (40%), and a breakdown in global trade (37%).</p>
<p>While Australian investors are loving the AI fuelled returns, they have bubble concerns, with 83% believing AI is a bubble compared to just 46% globally. 77% think the S&amp;P will hang on to finish the year at an all-time, but into 2026 almost half predict the AI bubble will finally burst.</p>
<p>With that in mind, almost nine in ten Australian investors agree markets are due for a correction in the new year. Almost half (47%) predict a market downturn of 10%-20% and 21% predict a correct of more than 20%.</p>
<p><a href="https://www.im.natixis.com/en-intl/insights/investor-sentiment/2025/institutional-outlook">Read the report.</a></p>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_80577" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-80577" class="size-full wp-image-80577" src="https://www.adviservoice.com.au/wp-content/uploads/2022/03/Watson-Louise-2022-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2022/03/Watson-Louise-2022-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2022/03/Watson-Louise-2022-650-300x162.jpg 300w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-80577" class="wp-caption-text">Louise Watson</p></div>
<h3 role="presentation">Australian institutional investors, particularly superfunds, plan to look beyond the near-term noise and remain invested in US markets in 2026, according to Natixis IM’s <em>2026 Institutional Investor Outlook.</em></h3>
<div role="presentation">Smooth sailing across the board is unlikely as institutions forecast increased volatility for stocks (63%), bonds (40%), and currency (67%). Instead, investors are excited about the opportunity in private markets as 63% are assessing new opportunities in this space.</div>
<p>Four in five investors acknowledge the return potential in private markets is higher than in public markets, and as a result, 37% have increased target allocation to private markets for 2026.</p>
<p>Natixis IM, in collaboration with CoreData research, surveyed 515 institutional investors for their 2026 outlook on macro and markets. Collectively respondents manage US $29.9T globally in assets for public and private pensions, including superannuation funds, insurers, foundations, endowments, central banks, and sovereign wealth funds around the world.</p>
<p>Louise Watson, Country Head of Australia &amp; New Zealand, Natixis IM, said, “Markets around the world have proved remarkably resilient in 2025, with most equity indices posting a third consecutive year of double-digit returns during a period marked by tariffs, geopolitical conflicts and supply chain shocks. “As long-term investors, many of our superannuation fund clients are feeling optimistic about what’s to come in 2026 and beyond. While 2026 may bring a degree of uncertainty, the enticing opportunity in private markets gives investors an opportunity to leverage a tactical play in this space for attractive returns, diversification and risk management in the new year.</p>
<p>&#8220;While we’re starting to see some speculative premium in public market valuations leak out of the widely touted AI bubble, we still expect AI to drive productivity improvements across private markets and especially middle market companies. Our view is that there is a low probability of a near term recession in the US because these companies are starting to use AI technologies to support a wide variety of functions to drive customer growth and retention data as well as improving business margins.”</p>
<h2>The proof is in private markets</h2>
<p>The headline investors are anticipating in 2026 is that the 60:20:20 alternatives-diversified portfolio outperforms (83%) the traditional 60:40 equity bonds portfolio (17%).</p>
<p>Investors are bullish on private equity (63%), private debt (50%) and residential real estate (57%). In particular, 73% see the potential for attractive returns in private equity secondaries, rather than just as a source of liquidity.</p>
<p>Investors conviction over the longer term remains, as 40% plan to increase allocations to private markets over the next 10-15 years. This is as 87% expect relaxed regulation with respect to private market access will incentivize more companies to stay private for longer.</p>
<h2>Tariff trouble to opportunity</h2>
<p>With tariffs dominating headlines throughout 2025, 90% of investors are certain that the global tariff environment will remain a moving target into 2026.</p>
<p>Overall sentiment suggests that institutions are bracing for big shifts in the macroeconomic landscape in 2026 as 73% now believe political dysfunction is a growing threat to market stability.</p>
<p>Four in five investors agree that regardless of how high or how long tariffs are in place, manufacturing is unlikely to return to the US in a meaningful way. Instead, tariffs are rallying investor optimism in other ways, as 47% think a US-China trade war will help create a fertile environment for emerging markets to rise.</p>
<p>As emerging markets shift into focus, more than half of institutions now think India will surpass China as the leading emerging market and easing monetary policy in the developed world will help accelerate growth (83%).</p>
<h2>Love/Hate relationship with the AI bubble</h2>
<p>For the first time in five years, the tech bubble (47%) surpasses geopolitics as investors’ top concerns going into 2026. This is followed by re-inflation (43%), geopolitical shock (40%), government debt/fiscal crisis (40%), and a breakdown in global trade (37%).</p>
<p>While Australian investors are loving the AI fuelled returns, they have bubble concerns, with 83% believing AI is a bubble compared to just 46% globally. 77% think the S&amp;P will hang on to finish the year at an all-time, but into 2026 almost half predict the AI bubble will finally burst.</p>
<p>With that in mind, almost nine in ten Australian investors agree markets are due for a correction in the new year. Almost half (47%) predict a market downturn of 10%-20% and 21% predict a correct of more than 20%.</p>
<p><a href="https://www.im.natixis.com/en-intl/insights/investor-sentiment/2025/institutional-outlook">Read the report.</a></p>
<p>The post <a href="https://www.adviservoice.com.au/2025/11/turning-down-white-noise-and-tuning-in-to-signals-australian-institutional-investors-superannuation-funds-remain-optimistic-for-2026/">Turning down white-noise and tuning in to signals: Australian institutional investors, superannuation funds, remain optimistic for 2026</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
]]></content:encoded>
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                <title>Overall fears for retirement security grow, but Australia ranks among the world’s best according to Natixis IM’s 2025 Global Retirement Index</title>
                <link>https://www.adviservoice.com.au/2025/09/overall-fears-for-retirement-security-grow-but-australia-ranks-among-the-worlds-best-according-to-natixis-ims-2025-global-retirement-index/</link>
                <comments>https://www.adviservoice.com.au/2025/09/overall-fears-for-retirement-security-grow-but-australia-ranks-among-the-worlds-best-according-to-natixis-ims-2025-global-retirement-index/#respond</comments>
                <pubDate>Thu, 18 Sep 2025 21:20:40 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[Trends + Ratings]]></category>
		<category><![CDATA[Louise Watson]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=106448</guid>
                                    <description><![CDATA[<div id="attachment_80577" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-80577" class="size-full wp-image-80577" src="https://www.adviservoice.com.au/wp-content/uploads/2022/03/Watson-Louise-2022-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2022/03/Watson-Louise-2022-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2022/03/Watson-Louise-2022-650-300x162.jpg 300w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-80577" class="wp-caption-text">Louise Watson</p></div>
<h3>For the first time in over a decade, individuals from nearly all developed countries in the <em>Natixis Investment Managers Global Retirement Index</em> (GRI) fear for their retirement security as a complicated economic environment, persistent inflation and ageing populations continue to weigh on retirement preparedness.</h3>
<p>This year, Australia maintained its position in 7th and has ranked in the top ten for retirement security globally for more than a decade. The top five countries were Norway, Ireland, Switzerland, Iceland, and Denmark. The Netherlands was ranked sixth, followed by Australia, Germany, Luxembourg and Slovenia rounding out the top ten.</p>
<p>Regardless of Australia’s top ten spot, the data<sup>[1]</sup> shows 53% of Australians say it will take a miracle to retire securely, a 5% increase from 2023.</p>
<p>Created in collaboration with CoreData Research, and now in its 13th year, the GRI offers a global benchmark of what it takes to enjoy a healthy and secure retirement.</p>
<p>Louise Watson, Country Head of Australia and New Zealand at Natixis IM said: “Australia’s superannuation system is among the best globally and it has certainly played an integral role in Australia’s consistent top ten ranking for retirement security. Still, it’s concerning that Australians are fearful for their stability in retirement. Pressures from inflation, the cost of living and higher interest rates are undeniably crunching retirees’ wallets and increasing uncertainty on how much they can spend in retirement balances, and dreams. This serves as a reminder that investors need their money to work hard for them at all stages in life to make sure they’re getting the best possible outcome in retirement.</p>
<p>“To help Australians feel more confident about reaching their retirement goals, I want to emphasise the value of diversified, actively managed investment strategies tailored to their life stage, whether that’s focusing on growth during the accumulation phase or generating income in retirement. Striking the right balance, will better position investors for a modern retirement, to retire on their own terms and enjoy the lifestyle they’ve dreamed of.”</p>
<p>The key to maintaining a top ten ranking this year comes down to consistency across the sub-indices.</p>
<p>Rankings are relative, based on 18 performance measures across four sub-indices, Finances in Retirement, Material Wellbeing, Health, and Quality of Life, and scored from 0% to 100%. Beyond finances, it assesses factors such as healthcare access and cost, climate, governance, and overall population well-being.</p>
<p>As inflation, rising debt and low interest rates continue to disrupt long-term outcomes, just three countries (Ireland, Switzerland and Australia) finish in the top ten in Finances in Retirement.</p>
<p>Overall, Australia experienced a slight decline in finances in retirement, but improved, or remained steady, across health, quality of life, and material wellbeing:</p>
<ul type="disc">
<li>5th for Finances in Retirement (compared to 3rd  in 2024, and 3rd in 2015)</li>
<li>6th for Health (7th in 2024, and 11th in 2015)</li>
<li>13th for Quality of Life (13th in 2024, and 13th in 2015)</li>
<li>15th for Material Wellbeing (compared to 16th in 2024, and 13th in 2015)</li>
</ul>
<h2>Key risks to retirement security in 2025</h2>
<p>One of the issues hampering Australian’s retirement stability was over-estimating how much time they had to build their retirement nest egg.</p>
<p>The data<sup>[1]</sup> showed that Australian respondents on average planned to retire at 66, but more often than not retired much earlier at 60.</p>
<p>Other key factors include:</p>
<ol start="1" type="1">
<li><strong>Inflation:</strong> Sticky inflation continues to erode retirement savings. According to the 2025 Natixis Survey of Individual Investors, 4 out of 5 Australians say they are saving less as they grapple with higher costs for medicine, utilities and groceries, 68% say inflation has reduced the future value of their retirement funds, and 32% say it is “killing” their retirement dreams.</li>
<li><strong>Savings Responsibility:</strong> Inflation concerns cut deep but so do fears of failure, as one third of Australians worry they’ll never save enough for retirement and 77% acknowledge that funding retirement increasingly falls on their shoulders.</li>
<li><strong>Pension Pressure:</strong> Rising public debt and ageing populations are straining national retirement systems. Seven in ten Australians agree increasing levels of public debt in my country will result in reduced public retirement benefits in the future.</li>
<li><strong>Population Ageing</strong>: Longer lifespans and ageing populations are creating an increasing problem of old age dependency. In OECD countries, the median ratio of people aged 65+ to working-age adults is projected to rise from 32.5% in 2024 to 59.3% by 2050.</li>
<li><strong>Retirement goals</strong>: how much do I need to retire?</li>
</ol>
<p>Australia was among the most ambitious aiming to save $1.25 million for retirement along with Singapore and the United States.</p>
<p>Australia’s ambition is spurred by individual investors’ fears they’ll go broke trying to cover healthcare and long-term care costs (34%), concerns they’ll outlive their assets (25%), and worrying they won’t have enough to leave their kids (25%).</p>
<p>While those in Hong Kong, Korea, and Taiwan call for a more conservative median of $850,000, and the least ambitious savings goals in Luxembourg, France, and Germany, at $350,000 due to the generous government benefits and employer subsidies.</p>
<p>Meanwhile, the average current retirement balance across this group of more than 7000 investors was $250,000.</p>
<p>Despite these ambitious retirement goals in mind, only a third of Australian investors were more willing to experiment with a diverse range of asset classes with higher earnings potential such as private assets and cryptocurrencies.</p>
<p><a href="https://www.im.natixis.com/li/insights/investor-sentiment/2025/global-retirement-index">Read the report.</a></p>
<p>&#8212;&#8212;-</p>
<h6><strong>Notes:</strong><br />
[1] Natixis Investment Managers Individual Investor Survey conducted by CoreData Research in February and March 2025. Survey included 7,050 individual investors in 21 countries (throughout North America, Latin America, the United Kingdom, Continental Europe and Asia) including Australia.</h6>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_80577" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-80577" class="size-full wp-image-80577" src="https://www.adviservoice.com.au/wp-content/uploads/2022/03/Watson-Louise-2022-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2022/03/Watson-Louise-2022-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2022/03/Watson-Louise-2022-650-300x162.jpg 300w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-80577" class="wp-caption-text">Louise Watson</p></div>
<h3>For the first time in over a decade, individuals from nearly all developed countries in the <em>Natixis Investment Managers Global Retirement Index</em> (GRI) fear for their retirement security as a complicated economic environment, persistent inflation and ageing populations continue to weigh on retirement preparedness.</h3>
<p>This year, Australia maintained its position in 7th and has ranked in the top ten for retirement security globally for more than a decade. The top five countries were Norway, Ireland, Switzerland, Iceland, and Denmark. The Netherlands was ranked sixth, followed by Australia, Germany, Luxembourg and Slovenia rounding out the top ten.</p>
<p>Regardless of Australia’s top ten spot, the data<sup>[1]</sup> shows 53% of Australians say it will take a miracle to retire securely, a 5% increase from 2023.</p>
<p>Created in collaboration with CoreData Research, and now in its 13th year, the GRI offers a global benchmark of what it takes to enjoy a healthy and secure retirement.</p>
<p>Louise Watson, Country Head of Australia and New Zealand at Natixis IM said: “Australia’s superannuation system is among the best globally and it has certainly played an integral role in Australia’s consistent top ten ranking for retirement security. Still, it’s concerning that Australians are fearful for their stability in retirement. Pressures from inflation, the cost of living and higher interest rates are undeniably crunching retirees’ wallets and increasing uncertainty on how much they can spend in retirement balances, and dreams. This serves as a reminder that investors need their money to work hard for them at all stages in life to make sure they’re getting the best possible outcome in retirement.</p>
<p>“To help Australians feel more confident about reaching their retirement goals, I want to emphasise the value of diversified, actively managed investment strategies tailored to their life stage, whether that’s focusing on growth during the accumulation phase or generating income in retirement. Striking the right balance, will better position investors for a modern retirement, to retire on their own terms and enjoy the lifestyle they’ve dreamed of.”</p>
<p>The key to maintaining a top ten ranking this year comes down to consistency across the sub-indices.</p>
<p>Rankings are relative, based on 18 performance measures across four sub-indices, Finances in Retirement, Material Wellbeing, Health, and Quality of Life, and scored from 0% to 100%. Beyond finances, it assesses factors such as healthcare access and cost, climate, governance, and overall population well-being.</p>
<p>As inflation, rising debt and low interest rates continue to disrupt long-term outcomes, just three countries (Ireland, Switzerland and Australia) finish in the top ten in Finances in Retirement.</p>
<p>Overall, Australia experienced a slight decline in finances in retirement, but improved, or remained steady, across health, quality of life, and material wellbeing:</p>
<ul type="disc">
<li>5th for Finances in Retirement (compared to 3rd  in 2024, and 3rd in 2015)</li>
<li>6th for Health (7th in 2024, and 11th in 2015)</li>
<li>13th for Quality of Life (13th in 2024, and 13th in 2015)</li>
<li>15th for Material Wellbeing (compared to 16th in 2024, and 13th in 2015)</li>
</ul>
<h2>Key risks to retirement security in 2025</h2>
<p>One of the issues hampering Australian’s retirement stability was over-estimating how much time they had to build their retirement nest egg.</p>
<p>The data<sup>[1]</sup> showed that Australian respondents on average planned to retire at 66, but more often than not retired much earlier at 60.</p>
<p>Other key factors include:</p>
<ol start="1" type="1">
<li><strong>Inflation:</strong> Sticky inflation continues to erode retirement savings. According to the 2025 Natixis Survey of Individual Investors, 4 out of 5 Australians say they are saving less as they grapple with higher costs for medicine, utilities and groceries, 68% say inflation has reduced the future value of their retirement funds, and 32% say it is “killing” their retirement dreams.</li>
<li><strong>Savings Responsibility:</strong> Inflation concerns cut deep but so do fears of failure, as one third of Australians worry they’ll never save enough for retirement and 77% acknowledge that funding retirement increasingly falls on their shoulders.</li>
<li><strong>Pension Pressure:</strong> Rising public debt and ageing populations are straining national retirement systems. Seven in ten Australians agree increasing levels of public debt in my country will result in reduced public retirement benefits in the future.</li>
<li><strong>Population Ageing</strong>: Longer lifespans and ageing populations are creating an increasing problem of old age dependency. In OECD countries, the median ratio of people aged 65+ to working-age adults is projected to rise from 32.5% in 2024 to 59.3% by 2050.</li>
<li><strong>Retirement goals</strong>: how much do I need to retire?</li>
</ol>
<p>Australia was among the most ambitious aiming to save $1.25 million for retirement along with Singapore and the United States.</p>
<p>Australia’s ambition is spurred by individual investors’ fears they’ll go broke trying to cover healthcare and long-term care costs (34%), concerns they’ll outlive their assets (25%), and worrying they won’t have enough to leave their kids (25%).</p>
<p>While those in Hong Kong, Korea, and Taiwan call for a more conservative median of $850,000, and the least ambitious savings goals in Luxembourg, France, and Germany, at $350,000 due to the generous government benefits and employer subsidies.</p>
<p>Meanwhile, the average current retirement balance across this group of more than 7000 investors was $250,000.</p>
<p>Despite these ambitious retirement goals in mind, only a third of Australian investors were more willing to experiment with a diverse range of asset classes with higher earnings potential such as private assets and cryptocurrencies.</p>
<p><a href="https://www.im.natixis.com/li/insights/investor-sentiment/2025/global-retirement-index">Read the report.</a></p>
<p>&#8212;&#8212;-</p>
<h6><strong>Notes:</strong><br />
[1] Natixis Investment Managers Individual Investor Survey conducted by CoreData Research in February and March 2025. Survey included 7,050 individual investors in 21 countries (throughout North America, Latin America, the United Kingdom, Continental Europe and Asia) including Australia.</h6>
<p>The post <a href="https://www.adviservoice.com.au/2025/09/overall-fears-for-retirement-security-grow-but-australia-ranks-among-the-worlds-best-according-to-natixis-ims-2025-global-retirement-index/">Overall fears for retirement security grow, but Australia ranks among the world’s best according to Natixis IM’s 2025 Global Retirement Index</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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                <title>Natixis Investment Managers hires James Damicoucas to deepen institutional relationships  </title>
                <link>https://www.adviservoice.com.au/2025/09/natixis-investment-managers-hires-james-damicoucas-to-deepen-institutional-relationships/</link>
                <comments>https://www.adviservoice.com.au/2025/09/natixis-investment-managers-hires-james-damicoucas-to-deepen-institutional-relationships/#respond</comments>
                <pubDate>Wed, 10 Sep 2025 21:15:59 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[From the Source]]></category>
		<category><![CDATA[James Damicoucas]]></category>
		<category><![CDATA[Louise Watson]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=106172</guid>
                                    <description><![CDATA[<h3 class="x_paragraph"><span class="x_normaltextrun">Natixis Investment Managers (Natixis IM), one of the world’s largest asset managers, has announced the appointment of James Damicoucas as Director, Institutional Sales. </span><span class="x_eop"> </span></h3>
<p class="x_paragraph"><span class="x_normaltextrun">Based in Melbourne, and reporting to the Head of Institutional Distribution, Australia and New Zealand, Danny King, James will focus on growing client services and relationships with institutional clients across Australia. </span><span class="x_eop"> </span></p>
<p class="x_paragraph"><span class="x_normaltextrun"><span lang="EN-US">Mr. Damicoucas brings nearly a decade of experience, having served as a senior consultant and analyst at Frontier Advisors and Zenith Investment Partners, where he earned a reputation for his investment expertise and a deep commitment to understanding institutional clients’ unique goals.</span></span><span class="x_eop"> </span></p>
<p class="x_paragraph"><span class="x_normaltextrun">Louise Watson, Country Head for Australia and New Zealand, Natixis IM</span> <span class="x_normaltextrun">said, “We’re pleased to welcome James to the team. </span><span class="x_normaltextrun"><span lang="EN-US">At Natixis IM, we’re deeply committed to understanding our clients&#8217; entire portfolios and aligning their needs with bespoke, best-in-class solutions from our global network of expert investment managers. James, with his </span></span><span class="x_normaltextrun">expertise across wealth management and investments, combined with his client-centric and consultative approach will </span><span class="x_normaltextrun"><span lang="EN-US">compliment this service and </span></span><span class="x_normaltextrun">strengthen our ability to build strong relationships with institutional clients.”</span><span class="x_eop"> </span></p>
<p class="x_paragraph"><span class="x_normaltextrun">James Damicoucas, Director Institutional Sales Natixis IM </span><span class="x_normaltextrun">said, “I look forward to joining the Natixis Investment Managers team and continuing to grow and strengthen its institutional client relationships across Australia. </span><span class="x_normaltextrun"><span lang="EN-US">We share a commitment to delivering high-quality, bespoke solutions through a flexible, consultative approach that carefully considers each client&#8217;s unique needs.”</span></span><span class="x_eop"> </span></p>
<p class="x_paragraph"><span class="x_normaltextrun"><span lang="EN-US">Mr Damicoucas will be working with institutional investors across Australia to bring them access to the multi-affiliate manager’s diverse range of investment strategies. </span></span><span class="x_eop"> </span></p>
<p class="x_paragraph"><span class="x_normaltextrun"><span lang="EN-US">Earlier this year, Natixis Investment Managers celebrated 10 years in Australia and reaffirmed its commitment to providing Australian institutional, wholesale, and retail investors with best-in-class active investment strategies managed by its affiliate investment firms around the world.    </span></span><span class="x_eop"> </span></p>
]]></description>
                                            <content:encoded><![CDATA[<h3 class="x_paragraph"><span class="x_normaltextrun">Natixis Investment Managers (Natixis IM), one of the world’s largest asset managers, has announced the appointment of James Damicoucas as Director, Institutional Sales. </span><span class="x_eop"> </span></h3>
<p class="x_paragraph"><span class="x_normaltextrun">Based in Melbourne, and reporting to the Head of Institutional Distribution, Australia and New Zealand, Danny King, James will focus on growing client services and relationships with institutional clients across Australia. </span><span class="x_eop"> </span></p>
<p class="x_paragraph"><span class="x_normaltextrun"><span lang="EN-US">Mr. Damicoucas brings nearly a decade of experience, having served as a senior consultant and analyst at Frontier Advisors and Zenith Investment Partners, where he earned a reputation for his investment expertise and a deep commitment to understanding institutional clients’ unique goals.</span></span><span class="x_eop"> </span></p>
<p class="x_paragraph"><span class="x_normaltextrun">Louise Watson, Country Head for Australia and New Zealand, Natixis IM</span> <span class="x_normaltextrun">said, “We’re pleased to welcome James to the team. </span><span class="x_normaltextrun"><span lang="EN-US">At Natixis IM, we’re deeply committed to understanding our clients&#8217; entire portfolios and aligning their needs with bespoke, best-in-class solutions from our global network of expert investment managers. James, with his </span></span><span class="x_normaltextrun">expertise across wealth management and investments, combined with his client-centric and consultative approach will </span><span class="x_normaltextrun"><span lang="EN-US">compliment this service and </span></span><span class="x_normaltextrun">strengthen our ability to build strong relationships with institutional clients.”</span><span class="x_eop"> </span></p>
<p class="x_paragraph"><span class="x_normaltextrun">James Damicoucas, Director Institutional Sales Natixis IM </span><span class="x_normaltextrun">said, “I look forward to joining the Natixis Investment Managers team and continuing to grow and strengthen its institutional client relationships across Australia. </span><span class="x_normaltextrun"><span lang="EN-US">We share a commitment to delivering high-quality, bespoke solutions through a flexible, consultative approach that carefully considers each client&#8217;s unique needs.”</span></span><span class="x_eop"> </span></p>
<p class="x_paragraph"><span class="x_normaltextrun"><span lang="EN-US">Mr Damicoucas will be working with institutional investors across Australia to bring them access to the multi-affiliate manager’s diverse range of investment strategies. </span></span><span class="x_eop"> </span></p>
<p class="x_paragraph"><span class="x_normaltextrun"><span lang="EN-US">Earlier this year, Natixis Investment Managers celebrated 10 years in Australia and reaffirmed its commitment to providing Australian institutional, wholesale, and retail investors with best-in-class active investment strategies managed by its affiliate investment firms around the world.    </span></span><span class="x_eop"> </span></p>
<p>The post <a href="https://www.adviservoice.com.au/2025/09/natixis-investment-managers-hires-james-damicoucas-to-deepen-institutional-relationships/">Natixis Investment Managers hires James Damicoucas to deepen institutional relationships  </a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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                <slash:comments>0</slash:comments>                            </item>
                    <item>
                <title>Aussies feel FOMO on private markets</title>
                <link>https://www.adviservoice.com.au/2025/06/aussies-feel-fomo-on-private-markets/</link>
                <comments>https://www.adviservoice.com.au/2025/06/aussies-feel-fomo-on-private-markets/#respond</comments>
                <pubDate>Thu, 12 Jun 2025 21:15:44 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[Investment]]></category>
		<category><![CDATA[Louise Watson]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=104020</guid>
                                    <description><![CDATA[<div id="attachment_80577" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-80577" class="size-full wp-image-80577" src="https://www.adviservoice.com.au/wp-content/uploads/2022/03/Watson-Louise-2022-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2022/03/Watson-Louise-2022-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2022/03/Watson-Louise-2022-650-300x162.jpg 300w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-80577" class="wp-caption-text">Louise Watson</p></div>
<h3 class="x_MsoNormal"><span lang="EN-GB">A third (32%) of Australian investors are feeling FOMO on private asset investments opportunities saying, ‘I feel like I’m missing out on the best opportunities like SpaceX and Open AI’.</span></h3>
<p class="x_MsoNormal"><span lang="EN-GB">Despite Aussies wanting to capitalise on the opportunity in private markets, many don’t understand how private assets work as more than half (56%) think private assets, liked listed assets are priced daily.</span></p>
<p class="x_MsoNormal"><span lang="EN-GB">This is as (58%) of Aussie investors claim to understand the difference between public and private markets </span><span lang="EN-US">compared to 65% globally.</span></p>
<p class="x_MsoNormal"><span lang="EN-GB">Natixis Investment Managers, in collaboration with CoreData research, surveyed over 7,000 individual investors globally, with more than $100,000 in investible assets outside of super and the home. Respondents were split 56% female and 44% male, over 30 years of age, and had accumulated a majority of their wealth to invest from employment (64%). </span></p>
<p class="x_MsoNormal"><span lang="EN-NZ">Currently,<span class="x_apple-converted-space"> three in ten </span></span><span class="x_apple-converted-space"><span lang="EN-US">(</span></span><span lang="EN-GB">31%) of Aussie respondents invest in private assets, while 54% are interested in investing in private assets but are worried about liquidity.</span><span lang="EN-GB"> </span></p>
<p class="x_MsoNoSpacing"><span lang="EN-GB">Natixis IM Country Head Australia and New Zealand Louise Watson said, </span>“With increasing headlines around the opportunity in private markets, ongoing volatility in public equity markets, and the enticing frontier a newer asset class presents, it’s fair to expect investors want in. Education becomes essential as some knowledge gaps remain. Liquidity, the valuation lag, and the return cycle are the top three differences between public and private markets that investors must know.</p>
<p class="x_MsoNoSpacing">“While private assets ‘evergreen funds’ aren’t locked up like closed ended funds, they are mainly priced monthly or quarterly.  I look forward to seeing how access to private assets improves for individual investors as Platforms build the technology to deal with lower liquidity and less frequent valuations, and investment managers create more evergreen funds.</p>
<p class="x_MsoNoSpacing">“Selecting a manager with deep local knowledge in the market they are investing, as well as a track record of delivering value through many market cycles is essential.”</p>
<p class="x_MsoNormal"><span lang="EN-GB">After 15 years of low rates, high returns, and relatively smooth sailing, individual investors around the world are concerned about the impact the current period of instability could have on their long-term investment goals.</span></p>
<p class="x_MsoNormal"><span lang="EN-GB">This sentiment is echoed at home as four fifths (80%) of Australian investors say &#8216;if forced to choose, I would take safety over performance and seven in ten (72%) expect market volatility to continue.</span></p>
<p class="x_MsoNormal"><span lang="EN-GB">Facing ongoing uncertainty, investors are turning towards active investment strategies as 68% said, ‘I don&#8217;t want to be locked into only what overall markets can deliver for returns’, and 67% want the opportunity to outperform the market.</span></p>
<p class="x_MsoNormal"><span lang="EN-GB">Diving deeper into that concern, two fifths (40%) feared that if the Magnificent Seven falter, it would have an outsized negative impact on their portfolios.</span></p>
<p class="x_MsoNoSpacing"><span lang="EN-GB">Aussie investors are especially sceptical on the longevity of AI. </span><span lang="EN-US">While many have ridden the market highs boosted by AI, 63% think AI is a bubble waiting to be burst and 54% think the risks far outweigh the benefits.</span></p>
<p class="x_MsoNormal"><span lang="EN-GB">However, facing these fears, investors haven’t grabbed defensive assets with only 22% holding bonds.</span></p>
<p class="x_MsoNormal"><span lang="EN-US">In times of such uncertainty, the perceived value of professional advice remains high while trust in many sources has declined over the past four years, those surveyed are now most likely to trust their adviser (91%) when it comes to making investment decisions.</span></p>
<p class="x_MsoNormal"><span lang="EN-GB"><a href="https://www.im.natixis.com/en-intl/insights/investor-sentiment/2025/individual-investor-survey">Read the Natixis Investment Manager’s global report on the findings of its 2025 survey of Individual Investors.</a></span></p>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_80577" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-80577" class="size-full wp-image-80577" src="https://www.adviservoice.com.au/wp-content/uploads/2022/03/Watson-Louise-2022-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2022/03/Watson-Louise-2022-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2022/03/Watson-Louise-2022-650-300x162.jpg 300w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-80577" class="wp-caption-text">Louise Watson</p></div>
<h3 class="x_MsoNormal"><span lang="EN-GB">A third (32%) of Australian investors are feeling FOMO on private asset investments opportunities saying, ‘I feel like I’m missing out on the best opportunities like SpaceX and Open AI’.</span></h3>
<p class="x_MsoNormal"><span lang="EN-GB">Despite Aussies wanting to capitalise on the opportunity in private markets, many don’t understand how private assets work as more than half (56%) think private assets, liked listed assets are priced daily.</span></p>
<p class="x_MsoNormal"><span lang="EN-GB">This is as (58%) of Aussie investors claim to understand the difference between public and private markets </span><span lang="EN-US">compared to 65% globally.</span></p>
<p class="x_MsoNormal"><span lang="EN-GB">Natixis Investment Managers, in collaboration with CoreData research, surveyed over 7,000 individual investors globally, with more than $100,000 in investible assets outside of super and the home. Respondents were split 56% female and 44% male, over 30 years of age, and had accumulated a majority of their wealth to invest from employment (64%). </span></p>
<p class="x_MsoNormal"><span lang="EN-NZ">Currently,<span class="x_apple-converted-space"> three in ten </span></span><span class="x_apple-converted-space"><span lang="EN-US">(</span></span><span lang="EN-GB">31%) of Aussie respondents invest in private assets, while 54% are interested in investing in private assets but are worried about liquidity.</span><span lang="EN-GB"> </span></p>
<p class="x_MsoNoSpacing"><span lang="EN-GB">Natixis IM Country Head Australia and New Zealand Louise Watson said, </span>“With increasing headlines around the opportunity in private markets, ongoing volatility in public equity markets, and the enticing frontier a newer asset class presents, it’s fair to expect investors want in. Education becomes essential as some knowledge gaps remain. Liquidity, the valuation lag, and the return cycle are the top three differences between public and private markets that investors must know.</p>
<p class="x_MsoNoSpacing">“While private assets ‘evergreen funds’ aren’t locked up like closed ended funds, they are mainly priced monthly or quarterly.  I look forward to seeing how access to private assets improves for individual investors as Platforms build the technology to deal with lower liquidity and less frequent valuations, and investment managers create more evergreen funds.</p>
<p class="x_MsoNoSpacing">“Selecting a manager with deep local knowledge in the market they are investing, as well as a track record of delivering value through many market cycles is essential.”</p>
<p class="x_MsoNormal"><span lang="EN-GB">After 15 years of low rates, high returns, and relatively smooth sailing, individual investors around the world are concerned about the impact the current period of instability could have on their long-term investment goals.</span></p>
<p class="x_MsoNormal"><span lang="EN-GB">This sentiment is echoed at home as four fifths (80%) of Australian investors say &#8216;if forced to choose, I would take safety over performance and seven in ten (72%) expect market volatility to continue.</span></p>
<p class="x_MsoNormal"><span lang="EN-GB">Facing ongoing uncertainty, investors are turning towards active investment strategies as 68% said, ‘I don&#8217;t want to be locked into only what overall markets can deliver for returns’, and 67% want the opportunity to outperform the market.</span></p>
<p class="x_MsoNormal"><span lang="EN-GB">Diving deeper into that concern, two fifths (40%) feared that if the Magnificent Seven falter, it would have an outsized negative impact on their portfolios.</span></p>
<p class="x_MsoNoSpacing"><span lang="EN-GB">Aussie investors are especially sceptical on the longevity of AI. </span><span lang="EN-US">While many have ridden the market highs boosted by AI, 63% think AI is a bubble waiting to be burst and 54% think the risks far outweigh the benefits.</span></p>
<p class="x_MsoNormal"><span lang="EN-GB">However, facing these fears, investors haven’t grabbed defensive assets with only 22% holding bonds.</span></p>
<p class="x_MsoNormal"><span lang="EN-US">In times of such uncertainty, the perceived value of professional advice remains high while trust in many sources has declined over the past four years, those surveyed are now most likely to trust their adviser (91%) when it comes to making investment decisions.</span></p>
<p class="x_MsoNormal"><span lang="EN-GB"><a href="https://www.im.natixis.com/en-intl/insights/investor-sentiment/2025/individual-investor-survey">Read the Natixis Investment Manager’s global report on the findings of its 2025 survey of Individual Investors.</a></span></p>
<p>The post <a href="https://www.adviservoice.com.au/2025/06/aussies-feel-fomo-on-private-markets/">Aussies feel FOMO on private markets</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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                <title>Australian Wealth Managers bet on Private Assets and AI to supercharge growth</title>
                <link>https://www.adviservoice.com.au/2025/04/australian-wealth-managers-bet-on-private-assets-and-ai-to-supercharge-growth/</link>
                <comments>https://www.adviservoice.com.au/2025/04/australian-wealth-managers-bet-on-private-assets-and-ai-to-supercharge-growth/#respond</comments>
                <pubDate>Sun, 06 Apr 2025 21:25:20 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[From the Source]]></category>
		<category><![CDATA[Louise Watson]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=102411</guid>
                                    <description><![CDATA[<div id="attachment_80577" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-80577" class="size-full wp-image-80577" src="https://www.adviservoice.com.au/wp-content/uploads/2022/03/Watson-Louise-2022-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2022/03/Watson-Louise-2022-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2022/03/Watson-Louise-2022-650-300x162.jpg 300w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-80577" class="wp-caption-text">Louise Watson</p></div>
<h3>Despite increasing interest, two fifths of Australian wealth managers (40%) say a lack of access to private assets is a threat to their business, according to new research from Natixis Investment Managers (Natixis IM).</h3>
<p>Wealth managers are now tapping a broader pallet of vehicles and asset classes to fulfil client needs. Locally, portfolios are now relying on a mix of 88% public assets and 12% private, a spread that is likely to narrow as the focus on private assets intensifies. What’s more, nearly half (48%) say meeting client demand for unlisted assets will be a critical factor in their growth plans.</p>
<p>Overall, 92% of wealth managers plan to increase or maintain their private credit offering and similarly 91% plan to increase or maintain private equity investments. With almost seven in ten (68%) saying there is still a significant delta in returns between private and public markets.</p>
<p>Additionally, 80% say despite high valuations, they think private assets are good value for the long term and 40% say <span lang="en-US">they will provide a safe haven in a recession.</span></p>
<p>Natixis IM, in collaboration with CoreData research, surveyed 520 investment professionals across 20 countries, including Australia, managing a total of US$38.4 trillion for public and private pension and superannuation funds, insurers, foundations, endowments and sovereign wealth funds.</p>
<p>New product structures are helping to ease the pressure on managers however, with two-thirds (68%) saying that retail-friendly private asset vehicles help enhance diversification.</p>
<p>Natixis IM Country Head of Australia and New Zealand Louise Watson, said: “If one thing is certain amidst the current market volatility, a potential trade war, and inflationary fears; it’s that demand for private assets is still increasing.</p>
<p>“Wealth managers welcome the diversification and return benefits of private markets as they aim towards an 8.3%* growth target for portfolios this year. <span lang="en-GB">We are working closely with our private wealth and advice clients to understand their needs and wants for a retail-friendly private asset offering, and where demand exists, we’ll build a customised, cost-effective solution to match it.</span></p>
<p><span lang="en-GB">“Pleasingly, Natixis IM’s private equity manager Flexstone Partners has secured approval from the French regulator to launch a retail private equity fund in Europe, and we can leverage this expertise in Australia.”</span></p>
<h2>AI adoption doubled in 12 months</h2>
<p><span lang="en-US">The </span>proportion of Australian wealth managers incorporating AI into their investment strategies has more than doubled, rising from 25% in 2024 to 56% in 2025.</p>
<p>Bullish on the opportunity, eight in ten wealth managers say AI has the potential to accelerate earnings growth for the next decade and it will allow them to uncover hidden investment opportunities.</p>
<p>Wealth managers think a future sans AI is bleak, as almost seven in ten (68%) respondents say it is an essential tool for evaluating market risks and more than half (56%) say firms that do not integrate AI will become obsolete.</p>
<h2>Economic concerns remain but clients ready to strike</h2>
<p>Over half (52%) of respondents ranked inflation as their top economic concern, as many are worried it will be reignited by Trump policies (76%). This was closely followed by new geopolitical conflicts (44%) and US-China relations (40%).</p>
<p>When it comes to specific impacts of the US election on economic outlook, 64% are worried about the potential for a trade war. However, wealth managers also see opportunity on the horizon, as 80% think the regulatory shifts being proposed by the Trump administration will spur development of innovative investment products.</p>
<p>Taking all of this into consideration, 44% of respondents say in light of the US election result, clients are more willing to take on risk, with the potential for this to disrupt the cash-holding pattern investors have stuck with since central banks began hiking rates.</p>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_80577" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-80577" class="size-full wp-image-80577" src="https://www.adviservoice.com.au/wp-content/uploads/2022/03/Watson-Louise-2022-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2022/03/Watson-Louise-2022-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2022/03/Watson-Louise-2022-650-300x162.jpg 300w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-80577" class="wp-caption-text">Louise Watson</p></div>
<h3>Despite increasing interest, two fifths of Australian wealth managers (40%) say a lack of access to private assets is a threat to their business, according to new research from Natixis Investment Managers (Natixis IM).</h3>
<p>Wealth managers are now tapping a broader pallet of vehicles and asset classes to fulfil client needs. Locally, portfolios are now relying on a mix of 88% public assets and 12% private, a spread that is likely to narrow as the focus on private assets intensifies. What’s more, nearly half (48%) say meeting client demand for unlisted assets will be a critical factor in their growth plans.</p>
<p>Overall, 92% of wealth managers plan to increase or maintain their private credit offering and similarly 91% plan to increase or maintain private equity investments. With almost seven in ten (68%) saying there is still a significant delta in returns between private and public markets.</p>
<p>Additionally, 80% say despite high valuations, they think private assets are good value for the long term and 40% say <span lang="en-US">they will provide a safe haven in a recession.</span></p>
<p>Natixis IM, in collaboration with CoreData research, surveyed 520 investment professionals across 20 countries, including Australia, managing a total of US$38.4 trillion for public and private pension and superannuation funds, insurers, foundations, endowments and sovereign wealth funds.</p>
<p>New product structures are helping to ease the pressure on managers however, with two-thirds (68%) saying that retail-friendly private asset vehicles help enhance diversification.</p>
<p>Natixis IM Country Head of Australia and New Zealand Louise Watson, said: “If one thing is certain amidst the current market volatility, a potential trade war, and inflationary fears; it’s that demand for private assets is still increasing.</p>
<p>“Wealth managers welcome the diversification and return benefits of private markets as they aim towards an 8.3%* growth target for portfolios this year. <span lang="en-GB">We are working closely with our private wealth and advice clients to understand their needs and wants for a retail-friendly private asset offering, and where demand exists, we’ll build a customised, cost-effective solution to match it.</span></p>
<p><span lang="en-GB">“Pleasingly, Natixis IM’s private equity manager Flexstone Partners has secured approval from the French regulator to launch a retail private equity fund in Europe, and we can leverage this expertise in Australia.”</span></p>
<h2>AI adoption doubled in 12 months</h2>
<p><span lang="en-US">The </span>proportion of Australian wealth managers incorporating AI into their investment strategies has more than doubled, rising from 25% in 2024 to 56% in 2025.</p>
<p>Bullish on the opportunity, eight in ten wealth managers say AI has the potential to accelerate earnings growth for the next decade and it will allow them to uncover hidden investment opportunities.</p>
<p>Wealth managers think a future sans AI is bleak, as almost seven in ten (68%) respondents say it is an essential tool for evaluating market risks and more than half (56%) say firms that do not integrate AI will become obsolete.</p>
<h2>Economic concerns remain but clients ready to strike</h2>
<p>Over half (52%) of respondents ranked inflation as their top economic concern, as many are worried it will be reignited by Trump policies (76%). This was closely followed by new geopolitical conflicts (44%) and US-China relations (40%).</p>
<p>When it comes to specific impacts of the US election on economic outlook, 64% are worried about the potential for a trade war. However, wealth managers also see opportunity on the horizon, as 80% think the regulatory shifts being proposed by the Trump administration will spur development of innovative investment products.</p>
<p>Taking all of this into consideration, 44% of respondents say in light of the US election result, clients are more willing to take on risk, with the potential for this to disrupt the cash-holding pattern investors have stuck with since central banks began hiking rates.</p>
<p>The post <a href="https://www.adviservoice.com.au/2025/04/australian-wealth-managers-bet-on-private-assets-and-ai-to-supercharge-growth/">Australian Wealth Managers bet on Private Assets and AI to supercharge growth</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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                <title>Natixis Investment Managers celebrates 10 years in Australia; reaffirms strategic commitment to the market</title>
                <link>https://www.adviservoice.com.au/2025/03/natixis-investment-managers-celebrates-10-years-in-australia-reaffirms-strategic-commitment-to-the-market/</link>
                <comments>https://www.adviservoice.com.au/2025/03/natixis-investment-managers-celebrates-10-years-in-australia-reaffirms-strategic-commitment-to-the-market/#respond</comments>
                <pubDate>Thu, 27 Mar 2025 20:20:37 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[From the Source]]></category>
		<category><![CDATA[Louise Watson]]></category>
		<category><![CDATA[Philippe Setbon]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=102214</guid>
                                    <description><![CDATA[<div id="attachment_102216" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-102216" class="size-full wp-image-102216" src="https://www.adviservoice.com.au/wp-content/uploads/2025/03/Setbon-Philippe-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2025/03/Setbon-Philippe-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2025/03/Setbon-Philippe-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2025/03/Setbon-Philippe-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-102216" class="wp-caption-text">Philippe Setbon</p></div>
<h3>Natixis Investment Managers (Natixis IM) celebrates its 10th anniversary in Australia and reaffirms its commitment to providing Australian investors with a wide range of active investment strategies managed by more than 15 of its affiliate investment firms around the world.</h3>
<p>Natixis IM established its office in Sydney in 2015, however its roots in Australia date back even further through the presence of its affiliated managers including IML, Loomis Sayles, Harris Oakmark, Flexstone Partners and Vaughan Nelson. As part of its 2030 strategic plan, Natixis IM outlined its strong growth ambitions for the Australian market and its commitment to providing expert solutions to the wholesale market as well as the $4.1 trillion superannuation industry.</p>
<p>Over the past decade, the firm has grown assets under management (AUM) by over 50% and in 2017 acquired local Australian equites manager IML.  Through this initiative Natixis IM has been able to expand into the wholesale and retail channels, growing its client base to include more than 3000 advice businesses which are invested in Natixis IM’s affiliate retail funds across Australia and New Zealand.</p>
<p>Philippe Setbon, CEO Natixis IM said, “Australia is home to some of the world’s largest and most sophisticated investors and asset owners, and over the last decade we have enjoyed tremendous growth here by leveraging our multi-boutique model to deliver solutions tailored to their unique needs. We look forward to building on these relationships and continuing to grow our local footprint in the decades to come.”</p>
<p>Louise Watson Country Head of Australia and New Zealand, Natixis IM said, “Our decade-long presence in Australia is a testament to our commitment to clients &#8211; servicing their needs with customised, active investment strategies. We’ve grown significantly, both in scale and expertise, and for that I credit our client partnerships, the dedication of our local team and our exceptional affiliate investment managers. Looking ahead, Australia’s superannuation sector will evolve into the second-largest pension market globally, and we’re committed to strengthening our partnerships within this space.”</p>
<p>Natixis IM now has 21 staff based in Australia and the Sydney team recently relocated alongside other affiliated businesses Natixis CIB, Azure and local fundie IML to a state-of-the-art workspace designed to enhance collaboration, innovation, and employee well-being.</p>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_102216" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-102216" class="size-full wp-image-102216" src="https://www.adviservoice.com.au/wp-content/uploads/2025/03/Setbon-Philippe-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2025/03/Setbon-Philippe-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2025/03/Setbon-Philippe-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2025/03/Setbon-Philippe-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-102216" class="wp-caption-text">Philippe Setbon</p></div>
<h3>Natixis Investment Managers (Natixis IM) celebrates its 10th anniversary in Australia and reaffirms its commitment to providing Australian investors with a wide range of active investment strategies managed by more than 15 of its affiliate investment firms around the world.</h3>
<p>Natixis IM established its office in Sydney in 2015, however its roots in Australia date back even further through the presence of its affiliated managers including IML, Loomis Sayles, Harris Oakmark, Flexstone Partners and Vaughan Nelson. As part of its 2030 strategic plan, Natixis IM outlined its strong growth ambitions for the Australian market and its commitment to providing expert solutions to the wholesale market as well as the $4.1 trillion superannuation industry.</p>
<p>Over the past decade, the firm has grown assets under management (AUM) by over 50% and in 2017 acquired local Australian equites manager IML.  Through this initiative Natixis IM has been able to expand into the wholesale and retail channels, growing its client base to include more than 3000 advice businesses which are invested in Natixis IM’s affiliate retail funds across Australia and New Zealand.</p>
<p>Philippe Setbon, CEO Natixis IM said, “Australia is home to some of the world’s largest and most sophisticated investors and asset owners, and over the last decade we have enjoyed tremendous growth here by leveraging our multi-boutique model to deliver solutions tailored to their unique needs. We look forward to building on these relationships and continuing to grow our local footprint in the decades to come.”</p>
<p>Louise Watson Country Head of Australia and New Zealand, Natixis IM said, “Our decade-long presence in Australia is a testament to our commitment to clients &#8211; servicing their needs with customised, active investment strategies. We’ve grown significantly, both in scale and expertise, and for that I credit our client partnerships, the dedication of our local team and our exceptional affiliate investment managers. Looking ahead, Australia’s superannuation sector will evolve into the second-largest pension market globally, and we’re committed to strengthening our partnerships within this space.”</p>
<p>Natixis IM now has 21 staff based in Australia and the Sydney team recently relocated alongside other affiliated businesses Natixis CIB, Azure and local fundie IML to a state-of-the-art workspace designed to enhance collaboration, innovation, and employee well-being.</p>
<p>The post <a href="https://www.adviservoice.com.au/2025/03/natixis-investment-managers-celebrates-10-years-in-australia-reaffirms-strategic-commitment-to-the-market/">Natixis Investment Managers celebrates 10 years in Australia; reaffirms strategic commitment to the market</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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