Andrew Tracy Head of Discretionary, Markets and Managed Accounts, JBWere Ltd
ANDREW TRACY | MONDAY, 7 MAR 2016 Australia's wealth management sector faces disruptive changes on a number of fronts. Investors have become more educated and are more aware of key issues such as portfolio transparency and tax events. With assets in the self-managed superannuation ... Read more PAGE: 1 |
Latest News
Perennial Partners takes over Australian Unity fund
|Perennial Partners has agreed with Australian Unity Funds Management Limited (AUFM) to take over the investment management of the latter's Future of Healthcare Fund.
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.