Australian Wealth Management Summit 2024

Retirement income partner

Allianz Retire+ is an Australian company dedicated to developing retirement products to meet the unique needs of Australian retirees. We have brought together Allianz’ world-class insurance know-how with PIMCO’s unrivalled investment expertise to deliver security and stability throughout retirement.

We are driven by the vision that all Australians should be able to live their lives with certainty. That commitment is at the heart of everything we do, from our values-driven, inclusive culture to our innovative retirement solutions.

We’re proud to be a part of the Allianz family, a global financial services group founded in Germany in 1890. With more than 126 million customers, today we are one of the largest companies, insurers, and asset managers in the world. Allianz Retire+, specialists in retirement income.

Global equities partner

American Century Investments is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting breakthrough medical research. Founded in 1958, American Century Investments' 1,400 employees serve financial professionals, institutions, corporations and individual investors from offices in Kansas City, Missouri; New York; Los Angeles; Santa Clara, California; Portland, Oregon; London; Frankfurt, Germany; Hong Kong; and Sydney. Jonathan S. Thomas is president and chief executive officer, and Victor Zhang serves as chief investment officer. Delivering investment results to clients enables American Century Investments to distribute over 40% of its dividends to the Stowers Institute for Medical Research, a 500-person, nonprofit basic biomedical research organization. The Institute owns more than 40% of American Century Investments and has received dividend payments of more than $2 billion since 2000.

Cash partner

FinClearOne is part of the FinClear Group, the largest wholesale broking firm in Australia. The FinClear Group services hundreds of wholesale clients including the country’s leading stockbrokers, dealer groups and Fintechs as well as large institutional clients. FinClearOne provides foreign exchange services as well as offering institutional and wholesale investors an aggregated range of cash investment products.

Tax aware investing partner

Generation Life was the pioneer of Australia’s first truly flexible investment bond in 2004 and today is an award winning leader providing innovative investment, estate planning and retirement solutions. They specialise in providing personalised support and developing tailored client strategies for all generations. Their services are underpinned by three key strengths: Innovation, support, and market expertise. Generation Life works with some of the leading Australian and international investment managers, as well as their own investment experts to provide investment choice and flexibility to meet the varied needs of investors. Generation Life is a life insurance company registered under the Life Insurance Act. Their parent company Generation Development Group (ASX:GDG) is listed on the Australian Securities Exchange.

Etf partner

L1 Capital International is an independent active manager of global equities established as a joint venture with L1 Capital, a global investment manager with over $6 billion in assets under management and offices in Melbourne, Sydney, Miami and London. The L1 Capital International team applies a detailed investment process built on a fundamental assessment of quality and value. They aim to deliver attractive risk adjusted returns by investing in high-quality companies that have favourable cashflow based valuations in well structured industries. Capital preservation over the investment horizon is central to the investment philosophy and process. They view risk as the potential for a permanent loss of capital as opposed to volatility in share prices.

Private markets partner

UBS Asset Management is a large scale global investment manager. We offer investment capabilities across all major asset classes, managing over USD $1.5 trillion in invested clients’ assets.

UBS Asset Management has been a dependable partner both at home and abroad for over 150 years. We combine the latest in portfolio construction, risk management and product development to our clients, allowing us to offer a broad range of sustainable investing strategies, traditional and alternative, active and passive, across asset classes.

Index partner

FTSE Russell is a leading global provider of index and benchmark solutions, spanning diverse asset classes and investment objectives. As a trusted investment partner, we help investors make better-informed investment decisions, manage risk, and seize opportunities. Institutional and retail investors look to us for our expertise and products. Asset owners, asset managers, ETF providers and investment banks choose FTSE Russell indices to benchmark their investment performance and create investment funds, ETFs, structured products and index-based derivatives. Our clients use FTSE Russell indices for asset allocation, investment strategy analysis and risk management, and value us for our robust governance process and operational integrity. For over 35 years we have been at the forefront of driving change for the investor, always innovating to shape the next generation of benchmarks and investment solutions that open up new opportunities for the global investment community. For more details, please visit www.lseg.com/en/ftse-russell or follow us on Linkedin.

Research partner

Media partners

ifa is an exciting digital resource that delivers daily online news, analysis, reports and business strategy, plus a host of feature articles geared to helping Australia’s financial planners and advisers drive business growth.

The hub has been specifically designed with advisers front and center and focuses specifically on the issues and industry developments that are of greatest significance to the evolving financial planning industry.

Importantly, it connects advisers with other advisers – offering the tools, resources and capabilities to share best practice, experiences and insights while giving them a voice to champion the growth of the industry.

The news website, e-bulletin, iPad app and related products deliver cutting-edge interaction to advisers, including forum discussions, live streams, blogs and straw polls, social networking as well as the latest news and business intelligence from across the industry.

Momentum Media, the creator of www.ifa.com.au, has a proven track record in developing industry engagement tools for financial markets and is recognised as the leading Australian publisher for the delivery of integrated media platforms.

Investor Daily is a national online news and information resource for Australia’s financial services sector, including superannuation, funds management, financial planning and intermediary distribution.

Arriving in in-boxes at 6am every day, and backed by a daily-updated website, it's where the industry turns to for news, insights and interpretation of the key events impacting the development of Australia’s financial services industry.

Backed by a dedicated and experienced editorial team – the largest of any financial services publication – and produced by award winning publisher Momentum Media www.momentummedia.com.au, InvestorDaily breaks the news. Meet the InvestorDaily team.

It connects the diverse financial services sector, linking superannuation funds, institutions, fund managers, dealer groups and planners – delivering business intelligence and commentary that helps InvestorDaily readers make more informed business decisions.

If you're in the business of financial services, you need to read InvestorDaily.

Aimed primarily at financial planners and dealer group principals, Money Management is also widely read by fund managers, accountants, bankers, insurers and government.

Money Management provides accurate, informative and insightful editorial coverage of the Australian financial services market, with topics including taxation, managed funds, property investments, shares, risk insurance, master trusts, superannuation, margin lending, financial planning, portfolio construction, and investment strategies.

SMSF Adviser is the authoritative source of news, opinions and market intelligence for Australia’s SMSF sector.

The SMSF sector now represents more than one million members and approximately one third of Australia's superannuation savings.

Over the past five years the number of SMSF members has increased by close to 30 per cent, highlighting the opportunity for engaged, informed and driven professionals to build successful SMSF advice business.

SMSF Adviser has been created to enhance the capabilities of SMSF professionals – equipping them with the tools, techniques, knowledge and strategies to better service their SMSF clients while helping them realise the business benefits of specialising in SMSFs.

SMSF Adviser keeps specialists up-to-date with compliance, regulatory and legal developments while arming them with the knowledge and insight needed to boost their client servicing capabilities and to build better SMSF advice businesses.

These specialists include financial planners, accountants, auditors, lawyers, product manufacturers and distribution businesses, as well as academics, regulators, industry thought leaders and related business professionals.

SMSF Adviser focuses on delivering the information these specialists require to thrive in today’s market, ensuring that sector specialists are equipped with the information they need to service Australians creating wealth via their SMSF.

Super Review is Australia’s leading website servicing all segments of Australia’s superannuation and institutional investment industry.

It prides itself on in-depth news coverage and analysis of important areas of this market.

Super Review’s team of dedicated reporters and experienced technical commentators have become indispensable in helping the financial services professional stay informed in this ever-changing industry.

Since launching in 1988, Super Review’s bi-monthly journal has become an indispensible resource to practitioners in the institutional investment and superannuation space.

It is a leading forum for industry figures and organisations to share ideas and debate viewpoints and an important agenda setter in the rapidly-changing financial services landscape.

Our 2024

Partners