Articles

  • 1 week ago | moneymanagement.com.au | Laura Dew

    Wealth managers who lack expertise in alternatives could find themselves at risk of losing clients, according to iCapital, with a shift towards evergreen funds at play in asset allocation. The firm’s Global Advisor Survey 2025 questioned 603 advisers globally and found 96 per cent of respondents said they plan to maintain or increase their exposure over the next year.

  • 1 week ago | moneymanagement.com.au | Laura Dew

    Generation Development Group (GDG) has appointed former Evidentia chief executive Peter Smith as an executive director. Smith will join the board with immediate effect, and the firm said he has experience across wealth management, asset management and private wealth advice, both domestically and internationally. He spent 14 years with NAB across London and Australia before founding investment manager Evidentia in 2018.

  • 1 week ago | moneymanagement.com.au | Laura Dew

    The development of semi-liquid private equity funds is providing a way for wealth managers to get easy access to the asset class, according to a panel. Semi-liquid funds are those which offer a greater amount of liquidity while still providing access to illiquid asset classes like private equity and private credit. These options also allow investments of smaller ticket sizes which are more suited to a retail market rather than the large sums invested by institutional players.

  • 1 week ago | ifa.com.au | Keith Ford |Laura Dew

    The global equities contrarian value fund is described as an all-cap global equity strategy with high active share that favours shares with low momentum, low price to earning and price to book characteristics. With a minimum time frame of seven years, it aims to provide investors with a total investment return that outperforms the MSCI ACWI ex Australia.

  • 1 week ago | moneymanagement.com.au | Laura Dew

    Only three active asset managers are forecast to see positive flows in the upcoming year, according to Morningstar, with those focused on specialist fixed income or private markets in the best position. In its Australian Asset Manager report for Q2 2025, the research house surveyed seven active asset managers in Challenger, GQG, Insignia, Magellan, Perpetual, Pinnacle and Platinum.

Contact details

Socials & Sites

Try JournoFinder For Free

Search and contact over 1M+ journalist profiles, browse 100M+ articles, and unlock powerful PR tools.

Start Your 7-Day Free Trial →

X (formerly Twitter)

Followers
1K
Tweets
3K
DMs Open
No
Laura Dew
Laura Dew @LauraDewMM
9 Aug 24

RT @moneymanage: #PODCAST: Host Laura Dew speaks with Michael Hunstad of Northern Trust Asset Management to debunk myths around index inves…

Laura Dew
Laura Dew @LauraDewMM
24 Jul 24

RT @moneymanage: In this e-book, our partners will provide analyses on the performance of asset classes, integration into client portfolios…

Laura Dew
Laura Dew @LauraDewMM
24 Jul 24

RT @moneymanage: The 11th Annual #SuperFundoftheYear Awards is the pinnacle of success for super funds in Australia. Nominate a deserving c…