Latest Funds Under Management News

Clime Investment Management appoints John Abernethy as Director of Investments, signalling a renewed focus on investment philosophy and client outcomes. Despite fund closures and regulatory challenges, the company reports improved fund returns and a promising interim profit outlook.

WAM Active Limited has announced a significant capital raising through a pro-rata entitlement offer and a placement, aiming to bolster its investment capacity without materially affecting company control.

ARC Funds Limited reported a solid $530 million in funds under management for its Term Deposit Shop platform, while strategically selling Ausbiz TV convertible notes and completing a $738,000 capital raise to bolster its balance sheet and fuel growth.

The Australian Wealth Advisors Group has launched a profitable joint venture with CHN Partners, leveraging an established accounting practice to boost its wealth management footprint.

Regal Partners Limited reported a robust 16% growth in Funds Under Management (FUM) to $20.9 billion by the end of 2025, driven by strong client inflows and solid investment returns. The company’s total FUM and commitments climbed 21% to $22 billion, reflecting broad-based demand across multiple asset strategies.

Raiz Invest has reported a record $2.1 billion in funds under management, driven by strong growth in its Plus and Kids products, while outlining an ambitious 2026 roadmap featuring AI enhancements and new trading capabilities.

InvestSMART Group Limited reported a 2.2% increase in Funds Under Management to $750 million as of December 2025, supported by growth in Professionally Managed Accounts and rising subscription income. The company also extended its Employee and Director Share Plan loans and executed an on-market share buyback.

Euroz Hartleys reports a striking 121% jump in net profit for H1 FY2026, driven by booming equity capital markets activity and rising advisory fees. The company also lifts its interim dividend, signalling confidence amid cyclical market conditions.

Generation Development Group (ASX, GDG) has reported a robust December quarter, with Funds Under Management surging across its core divisions, driven by strategic partnerships and acquisitions.

Insignia Financial’s Funds Under Management and Administration edged up to $342 billion, driven by strong inflows into its Wrap platform and multi-asset solutions, while Master Trust funds faced ongoing outflows amid product transitions.

Netwealth Group Limited reported a strong December quarter with record custodial inflows of $8.4 billion and total funds under administration reaching $125.6 billion, while announcing a $101 million compensation charge related to the First Guardian collapse.

Yari Minerals has appointed seasoned coal geologist Courtney Taylor as Executive Director and incoming Managing Director to spearhead the Rolleston South Coal Project’s next phase. This leadership change marks a strategic pivot as the company prepares for feasibility studies.