Melbourne-based Link Wealth Group has acquired its fourth advice practice, buying a majority stake in Hobart-based full-service financial advisory firm, Sky Advisers.
Often you will speak to a fund manager that will talk about its specialist approach, the market niche that it understands well and can leverage, and how the expertise of its team is a differentiator. It’s rarer, however, to see that manager make an investment that exemplifies all of the talk.
In September last year, the Australian government fixed a glaring anomaly in the country’s laws, under which Australia had embarrassingly fallen short of global standards in fighting financial crime.
Despite the success of this regional advice firm, advisers like Kane Leersen aren’t out to rule the world. Instead, they have an ambition to “grow by good” by serving the people that make up their local community.
Another significant recruit has joined the new venture, with ex-Mutual Trust family office adviser Angus Mann bringing a wealth of experience and a reputation for holistic client care to Viola Private Wealth.
Like many successful advisers, Escala’s Amanda Fong has had a “strange” career path. But the Melbourne-based founding partner at Escala Partners has thrived by mixing the art and science of client care with savvy investment management.
Atchison’s framework for the implementation and effective management of alternative investments involves, before anything else, the careful assessment and categorisation of asset liquidity levels.
The group says tackling liquidity and accessibility barriers are key to the success of its private equity secondaries fund. Researcher Lonsec agrees, recently giving the fund a ‘Recommended’ rating on its platform.
Secondaries now represent a core pillar of many investors’ alternative assets program, according to Coller Capital.
It’s been an astonishing two years for US equities, but the same can’t be said for global asset markets. 2025 could be a year to explore out of favour markets, according to Ruffer’s Jasmine Yeo.
Tom Boyle from Atlantic House Group speaks to James Dunn from The Inside Network on roles and positions in client portfolios.
Tom Boyle from Atlantic House Group speaks to James Dunn from The Inside Network on achieving uncorrelated positions.
Tom Boyle from Atlantic House Group speaks to James Dunn from The Inside Network on protecting against significant weakness.
Tom Boyle from Atlantic House Group speaks to James Dunn from The Inside Network for our IN60 series.
Opening up early access to super for housing would have a negative effect on the balances of even those members that don’t dig into their savings, with funds forced to adopt more conservative investment strategies and hold more liquid assets.
With many economists expecting the Reserve Bank to start cutting interest rates in early 2025, returns on term deposits could feel the pinch. Private credit is an alternative, but those pursuing this investment option will need to do their homework.
While firms are focusing on improving their operational capability and leveraging good technology to make their practice more efficient, this ambition needs to be tempered by an awareness that those same opportunities create openings for different risk sets.
By dint of the fact that they have longer life-spans, women are set to receive the vast majority of spousal inheritances in the next quarter century or so. For advisers, that shift has important implications.