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Showing 111 - 120 of 170 results for "Wholesale clients"

Clime ramps up private wealth

KANIKA SOOD  |  TUESDAY, 2 JUL 2019
... business organically. We wouldn't rule out an acquisition if the heritage of the business is built around wholesale clients. We are not licensed to provide retail advice and hence are not interested in acquiring retail advice businesses," he said. ...

Former OneVue exec joins listed fund manager

ELIZABETH MCARTHUR  |  MONDAY, 27 MAY 2019
... positioning itself as able to help every day Australians improve their wealth as well as an equity manager for wholesale clients.

SG Hiscock, DMP Asset Management to merge

HARRISON WORLEY  |  WEDNESDAY, 27 MAR 2019
... portfolio services, focusing on providing funds management, asset allocation and portfolio construction solutions to wholesale clients. DMPAM chief executive Angus Graham said the merger made sense for the clients of both firms, highlighting the depth ...

Schroders hires former Hunter Hall portfolio manager

KANIKA SOOD  |  THURSDAY, 13 DEC 2018
... $39.2 billion for Australian clients at October end. Its Australian business is focused on institutional and wholesale clients. It has a team of 95 in Sydney, with domestic research and investment teams in Australian equities, fixed income and multi-asset ...

ASIC extends relief to foreign financial services firms

KARREN VERGARA  |  MONDAY, 24 SEP 2018
ASIC will allow foreign companies that provide financial services to Australian wholesale clients to continue without the need of an AFSL until 30 September 2019. The corporate regulator announced in June it was proposing a modified licensing regime ...

Fintech launches active trading platform with no monthly fees

KANIKA SOOD  |  TUESDAY, 17 APR 2018
... Denmark-based Saxo Bank which specialises in multi-asset trading, investment and banking-as-a-service solutions for wholesale clients.

Hunter Hall veteran launches new business

ALEX BURKE  |  MONDAY, 5 MAR 2018
... will target institutions looking to internalise without "downgrades of any sort" as well as a small number of wholesale clients. "Our vision is to be an umbrella for investors' capital," Chan said. "By definition, an umbrella cannot cover everyone but ...

Channel Capital appoints distribution director from Janus Henderson

ALEX BURKE  |  WEDNESDAY, 31 JAN 2018
... management partners. Byron Slessar joins Channel Capital from Janus Henderson, where he was a sales director for wholesale clients and intermediaries in NSW and ACT, and a risk manager for the EMEA and APAC regions. He was also previously an audit-in-charge ...

Global asset manager appoints Aussie managing director

DARREN SNYDER  |  MONDAY, 8 JAN 2018
... Zealand, offering an increasingly diverse array of leading active investment strategies to both institutional and wholesale clients across a growing number of our outstanding affiliates." "Through AMG's global distribution strategy, which combines affiliate-driven ...

T. Rowe Price expands local distribution team

EMMA RAPAPORT  |  THURSDAY, 14 DEC 2017
... have seen strong interest across the vast majority of equity and fixed income portfolios from institutional and wholesale clients who seek selective exposure to assets in the market," Brewer said. "Our expanded team is well placed to work with clients ...