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Showing 101 - 110 of 4196 results for "Wholesale"

Lazard names the local head of retail sales

ELIZABETH FRY | THURSDAY, 16 OCT 2025

... US$1.2 trillion asset management business of Prudential Financial after 16 years at Macquarie Asset Management as head of wholesale distribution. Granbery's previous roles include business development manager at Perpetual and practice manager at ...

HMC Private adds investment director

ELIZABETH FRY | THURSDAY, 16 OCT 2025

... opportunities to high-net-worth individuals. Annan brings more than 20 years of experience across institutional and wholesale distribution, global asset management, and both public and private markets, including ETFs, digital assets, and fixed interest. ...

ASIC cancels CPG Research & Advisory's AFSL

RIDDHIMA TALWANI | FRIDAY, 10 OCT 2025

... levies, which were outstanding for over 12 months. CPG held the AFSL since 28 January 2004 and has serviced over 50 wholesale clients in Australia and overseas, including wholesale institutional investors, fund managers, family offices, and high-net-worth ...

GCQ adds sales director

ELIZABETH FRY | THURSDAY, 9 OCT 2025

... Victoria and Steve Higgins, Nathan Boroughs & Adam Philippe in New South Wales. Before working for Ausbil as a senior wholesale business development manager, he held similar roles at aZurich and Challenger. The appointment comes as GCQ continues to expand ...

JPMAM launches ETF models with Vanguard

ANGELIQUE MINAS | WEDNESDAY, 8 OCT 2025

... empowering advisers to provide more personalised advice and consistent portfolio outcomes, JPMAM said. JPMAM head of wholesale for Australia and New Zealand Mark Carlile said the launch addresses a clear market need, with the models constructed using ...

ASIC sues Fiducian for ESG failures

ELIZA BAVIN | FRIDAY, 3 OCT 2025

... shares mandate operated by Solaris Investment Management. In 2021 the Solaris mandate was replaced by the Perpetual Wholesale Ethical SRI Fund. The PDS of the Fiducian fund stated: "The share portfolios comprise investments in companies that aim to be ...

Ironbark snaps up trio of hires to supercharge wholesale team

ELIZABETH FRY | THURSDAY, 2 OCT 2025

Ironbark Asset Management has snapped up a head of wholesale and two national account managers as it ramps up its push into the local market. The team is led by Paula Gigler, based in Sydney, who will report to Ironbark investment solutions chief executive ...

Guardians appoints new head of risk

ANGELIQUE MINAS | THURSDAY, 25 SEP 2025

... previous, van Tol was responsible for the strategic and tactical asset allocation of KiwiSaver, Private Bank, Retail and Wholesale investment portfolios. Prior to her position with ANZ, van Tol spent 10 years in the Netherlands working for NN Investment ...

Retirees should put 80% of balance into annuities: Grattan

RIDDHIMA TALWANI | THURSDAY, 25 SEP 2025

... "Annuities are typically 'one-shot games' - a retiree typically cannot switch to a better deal if they see one. Designing a wholesale market that overcomes these issues would be challenging, government-provided annuities are the best option," said Joey ...

S64, Vista Equity Partners roll out unit trust

KARREN VERGARA | WEDNESDAY, 24 SEP 2025

... VistaOne in the Asia Pacific region. The new product - S64 VistaOne AUT - will launch to local wealth advisory platforms, wholesale and advised retail investors in early 2026. Vista Equity Partners has US$100 billion in assets, targeting enterprise software ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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