“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 ...

Rob Coombe, GDG chairman, said: “I am delighted to welcome Peter to GDG’s board and look forward to his wealth of experience and expertise complementing the company’s strategic objectives.” Last year, ...

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 ...

“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 former chief executive of stockbroker BBY has been charged with aiding, abetting, counselling or procuring the alleged dishonest conduct of BBY. ASIC alleges that between about 10 June 2014 and ...

The corporate regulator has sent warning notices to social media finfluencers as part of a global crackdown on the “unlawful” financial promotion. On the back of its participation in the Global Week ...

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 ...

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 ...

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 ...

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 ...

Link Wealth has acquired a Queensland advice firm working with more than 185 families, its first presence in the state. Xponential Advisory is a boutique financial planning firm based in the Gold ...