Harvesting wisdom 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.
 On the horizonTim Townsend is a people person at heart, and using managed accounts he has more time to do what he loves most - engaging with clients. But that doesn't ...  A bespoke approachWhile separately managed accounts have stolen much of the limelight in recent years, senior private wealth adviser Fanoula Stathatos is giving her clients ...  A process for the betterEvalesco directors Marshall Brentnall, Jeff Thurecht and Jules Knox analyse the process of creating model portfolios and how that in turn has led to better ...  Cut throughEthical Investment Advisers principal adviser Karen McLeod shares how the bespoke models her firm built from scratch are helping her clients make a difference. PAGE: 1 |
Latest News
BlackRock takes stake in Generation Life parent company
BlackRock will acquire a minority stake in Generation Development Group (ASX: GDG), forming a strategic partnership with its retirement income subsidiary Generation Life to "set a new standard for managing longevity and sequencing risk."
The top-performing (and worst) asset classes of the past year
Mercer's annual periodic table, which charts 17 major asset classes investment returns on an annual basis over the last decade, reveals that there's few reliable themes, except that greater risk tends to be rewarded by greater return.
Australian private capital sector totals $139bn: Report
Total Australia-focused assets under management (AUM) remained steady at $139 billion in 2024, with private equity, venture capital (VC), and private credit funds accounting for nearly half at $65 billion, according to the Australian Private Capital 2025 Yearbook.
Franklin Templeton brings Lexington Partners PE fund down under
The investment manager has launched the Franklin Lexington Private Equity Secondaries Fund, offering Australian investors access to a diversified private equity portfolio focused on the secondaries market.
Further Reading
Cover Story
On the horizon
TIM TOWNSEND
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
Tim Townsend is a people person at heart, and using managed accounts he has more time to do what he loves most - engaging with clients. But that doesn't mean just any solution will do. Eliza Bavin writes.
Expert Feed
Not all managed accounts are created equal - here's why it matters
There are several considerations for advisers seeking the managed accounts which will best fit their practice.
The future of AI in the financial advice sector
Larry Fink, co-founder of the $9 trillion investment company BlackRock, said recently that artificial intelligence (AI) will have a profound effect on ...
What's the plan, Stan?
One of the most interesting things about my job is that I can ask a question and then set about answering that question so that others can benefit from ...
Why managed accounts are the best antidote to market volatility
Australia's $145 billion - and counting - managed accounts industry has transformed the ease and efficiency with which advisers can run a business and ...
