2025

Retainer clients: 42 (14 super, 28 non-super) plus eight technology subscribers. Funds under advice: $800B (as at 31 March 2025). Staff: 80…

Retainer clients: 43 (14 super, 29 non-super) plus six technology subscribers. Funds under advice: Over $785B (as at 31 December…

During the June quarter, we were pleased to appoint the following people to our team: Elliot Carruthers, Analyst Jacqueline Marie…

Hopefully you receive our e-newsletter – Forefront, which presents the research we undertake. For your quick reference, we have published…

Between 1 April and 30 June 2025, we completed the following number of manager meetings. Equities: 49 Real Assets: 50…