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Showing 91 - 100 of 1875 results for %22Wholesale investors%22

CVC sells 20% stake in Eildon

KARREN VERGARA  |  MONDAY, 24 APR 2023
... family trusts of Fred Woollard, Nigel Burgess and Mitch Taylor. They manage the Samuel Terry Absolute Return Fund, a wholesale fund that returned 27% in the year to March 2023 and 24% per annum in the last decade. The fund has a 9.7% holding in AMP ...

UniSuper awards private debt mandate to Revolution AM

ANDREW MCKEAN  |  TUESDAY, 18 APR 2023
... (net of fees and expenses). Revolution has raised over $2.5 billion from institutional, family office, and wholesale investors.

Lonsec investments chief steps down

KARREN VERGARA  |  MONDAY, 17 APR 2023
... director and investments chief of Lonsec Investment Solutions, which provides portfolio construction services to the wholesale market, including investment consulting and implemented portfolio solutions. Before Lonsec, de Pourbaix worked as a senior ...

Brookvine folds into ASX-listed multi-boutique

KARREN VERGARA  |  FRIDAY, 14 APR 2023
... executive Marty Switzer said, because of its established distribution infrastructure with institutional and wholesale investors. "Brookvine's focus has been on finding investment opportunities in alternative asset classes and highly differentiated ...

ASIC cans Binance AFSL

KARREN VERGARA  |  TUESDAY, 11 APR 2023
... Trading's AFSL enabled it to issue and make a market in derivatives and foreign exchange contracts, targeting retail and wholesale clients. Part of ASIC's review looked at how Binance classified retail and wholesale clients. ASIC chair Joe Longo said ...

Outflows, M&A batter active managers

KARREN VERGARA  |  THURSDAY, 30 MAR 2023
... for purpose. Rainmaker modelling shows that between 2020 and this month, more than 120 listed investment companies and wholesale managed funds either shuttered or merged with a relatively superior product. By the same token, only 10 exchange-traded products ...

Another Aussie mandate for Apex Group

CHLOE WALKER  |  WEDNESDAY, 29 MAR 2023
... managing director and co-founder Richard McDougall said the group is pleased to be working with Apex Group to offer wholesale and sophisticated investors its after-tax focused systematic investment strategy through the Hamilton12 Australian Shares Income ...

Global alternatives manager lands down under

ELIZABETH FRY  |  FRIDAY, 24 MAR 2023
... Australian capital into global alternative markets. "In Australia, we plan to increase our focus on family offices, the wholesale and retail markets, and local superannuation funds offering both specialised fund solutions, as well as customised fund ...

Equity Trustees wins real estate fund mandate

ANDREW MCKEAN  |  TUESDAY, 21 MAR 2023
... fund, NSPC AUD Investor Trust. Recently, Equity Trustees has also been appointment as trustee for ClearLife Capital's wholesale fund and as the responsible entity for the Hejaz Equities Fund, and Hejaz Property Fund.

ASIC grants MSC Trustees new powers

KARREN VERGARA  |  MONDAY, 20 MAR 2023
... fantastic development for Australian companies seeking to raise debt and a positive outcome for retail and wholesale investors." "Raising capital from the Australian corporate debt market has presented real challenges to Australian companies, largely ...