Julia

AZ Sestante Appoints Paul Saliba as Senior Portfolio Manager

|

13 July 2026: Investment consultant, AZ Sesante, has appointed Paul Saliba as Senior Portfolio Manager and signaled plans to bolster its investment team and capabilities, coinciding with the group’s tenth anniversary. Saliba, who boasts over 25 years of experience across investment management, portfolio construction and equity research, will report to AZ Sestante Chairman and Director, … AZ Sestante Appoints Paul Saliba as Senior Portfolio Manager

Azimut High Conviction SMA Receives Lonsec ‘Recommended’ Second Year in a Row

|

We’re pleased to share that the Azimut Investments High Conviction Global Equities SMA has received a ‘Recommended’ rating by Lonsec Research second year in a row. The Azimut Global SMA invests in a concentrated portfolio of 15-35 global stocks and aims to outperform the MSCI World ex-Australia Index by 2% per annum, over the medium … Azimut High Conviction SMA Receives Lonsec ‘Recommended’ Second Year in a Row

New Sestante Portfolios Added to Netwealth

|

We’re pleased to announce that the Sestante Index Portfolios and the Azimut High Conviction Global Equities SMA are now available on the Netwealth platform – further expanding the existing suite of Sestante Dynamic Portfolios already on Netwealth. Newly added to Netwealth: > Sestante Conservative Index – Netwealth Code: MACC001046, estimated total cost*: 0.35% p.a. > Sestante Moderately … New Sestante Portfolios Added to Netwealth

AZ Sestante appoints Vilma Attanasio as Director of Sales & Distribution

|

AZ Sestante is pleased to announce the appointment of Vilma Attanasio as Director of Sales & Distribution. Vilma brings extensive experience across financial services, including leadership roles in insurance, wealth management and investment platforms.  She has a proven track record in national distribution strategies, strengthening intermediary and licensee partnerships, and delivering strong commercial growth across … AZ Sestante appoints Vilma Attanasio as Director of Sales & Distribution

5-in-5 with Sestante Investment Analyst, December 2025

|

The November edition of our 5-in-5 monthly video update with Antonio Vaiente and Mitchell Healey, discussing key highlights in the macroeconomic environment for the month and trends that may impact your investment portfolios. View the video

5-in-5 with Sestante Investment Analyst, November 2025

|

The November edition of our 5-in-5 monthly video update with Antonio Vaiente and Mitchell Healey, discussing key highlights in the macroeconomic environment for the month and trends that may impact your investment portfolios. View the video

5-in-5 with Sestante Investment Analyst, October 2025

|

The October edition of our 5-in-5 monthly video update with Antonio Vaiente and Mitchell Healey, discussing key highlights in the macroeconomic environment for the month and trends that may impact your investment portfolios. View the video

5-in-5 with Sestante Investment Analyst, September 2025

|

The September edition of our 5-in-5 monthly video update with Antonio Vaiente and Mitchell Healey, discussing key highlights in the macroeconomic environment for the month and trends that may impact your investment portfolios. View the video

5-in-5 with Sestante Investment Analyst, August 2025

|

The August edition of our 5-in-5 monthly video update with Antonio Vaiente and Mitchell Healey, discussing key highlights in the macroeconomic environment for the month and trends that may impact your investment portfolios.   View the video

Financial year in review: 1 July 2024 – 30 June 2025

|

Financial year in review: 1 July 2024 – 30 June 2025 The 2024–25 financial year was marked by rapidly shifting macroeconomic conditions, central bank pivots, political transitions, and significant volatility across asset classes. Despite multiple headwinds, most major markets delivered positive returns over the full year, though with clear regional and sectoral divergences. Q3 2024: … Financial year in review: 1 July 2024 – 30 June 2025

5-in-5 with Sestante Investment Analyst, July 2025

|

The July edition of our 5-in-5 monthly video update with Antonio Vaiente and Mitchell Healey, discussing key highlights in the macroeconomic environment for the month and trends that may impact your investment portfolios. View the video

5-in-5 with Sestante Investment Analyst, June 2025

|

The June edition of our 5-in-5 monthly video update with Antonio Vaiente and Mitchell Healey, discussing key highlights in the macroeconomic environment for the month and trends that may impact your investment portfolios. View the video

Proposed US Tax Changes

|

Proposed US Tax Changes Donald Trump’s “One Big Beautiful Bill Act,” a comprehensive tax and spending package, narrowly passed the U.S. House of Representatives on May 22, 2025, with a 215-214 vote. This legislation, a cornerstone of Trump’s second term, aims to extend and expand provisions from the 2017 Tax Cuts and Jobs Act (TCJA), … Proposed US Tax Changes

5-in-5 with Sestante Investment Analyst, May 2025

|

The May edition of our 5-in-5 monthly video update with Antonio Vaiente and Mitchell Healey, discussing key highlights in the macroeconomic environment for the month and trends that may impact your investment portfolios.   View the video