Managed accounts: Boldly go where no one has gone beforeBY ADAM ROWLEY | VOLUME 4, ISSUE 1Space: the final frontier. These are the voyages of the starship Enterprise. Its continuing mission: to explore strange new worlds, to seek out new life and new civilisations ... Get articles like this delivered to your email - Sign up for the free monthly newsletter More Articles |
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Perpetual seals $2.18bn deal with KKR, chief to retire
Perpetual has agreed to divest its wealth management and corporate trust businesses to Kohlberg Kravis Roberts (KKR) for $2.18 billion, pending shareholder approval. The deal will see the departure of Perpetual chief executive Rob Adams.
Platinum's FUM dips below $14bn
Platinum Investment Management's funds under management took a $1.65 billion hit to end up at $13.5 billion at the end of April.
AMP launches alternative debt fund
AMP said the new fund will provide bespoke access to global private debt investments but will only be available to some.
Cover Story
Harvesting wisdom
TIMOTHY SCOTT
DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
With a farming background, Ford Scott Financial Planning director Tim Scott has artfully woven traditional country values into his advice approach and incorporated managed accounts into his offering, reflecting the importance he places on direct ownership. Cassandra Baldini writes.