“For many high-net-worth investors, a 10–20 per cent illiquidity bucket may be appropriate given their wealth, income and cash flow needs. Once the adviser has determined the illiquidity bucket, they ...

“Market volatility today is no different to any other upheaval over the past few decades. What sees investors through these times is following the golden rules – long-term investment in high-quality, ...

Richard Quin, founder and chief investment officer, said: “We are pleased to welcome René and Joshua to the Bentham team at a time when investor demand for sophisticated credit solutions continues to ...

The FAR welcomed eight new entrants, while four new Australian Financial Services licencees (AFSLs) opened shop and two ceased operations. A total of 101 advisers were active with appointments and ...

International advice group Findex has a newly created senior role to spearhead its M&A and growth operations across Australia and New Zealand. The firm announced the appointment of Brent Matuschka as ...

Last year, Apex Group formed its own Australian super business – Apex Super – in partnership with Novigi. In light of the deal, over 100 specialised superannuation consulting and technology services ...

As well as Restall’s promotion, Giulia Siccardo has been appointed as managing director and regional leader for Quinbrook’s North American division, joining from the US Department of Energy in ...

In this week’s episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford discuss a busy week of announcements from ASIC, with submissions to its public and private markets paper ...

Overall net inflows for the month across the industry were $3.8 billion which pushed total funds under management to $273.7 billion. Speaking to Money Management last month, JPMAM’s global head of ...

Evidentia Group has hired a head of quantitative investments who joins the investment firm from AMP. Pierre-Hedzer Marchi was previously the head of quantitative research at AMP, a role he began in ...

Earlier this year, it acquired a 60 per cent stake in Hobart-based Sky Advisers, marking its entry into the Tasmanian market. Sky Advisers was established in 1985 and previously offered financial ...

Just days after the last of its advisers officially exited the FAR, ASIC announced it has cancelled the licence of an AFSL caught up in the Shield and First Guardian collapses. ASIC has cancelled the ...