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Showing 121 - 130 of 4196 results for "Wholesale"

Lombard Odier acquires Dutch sustainable asset manager

MATTHEW WAI  |  WEDNESDAY, 3 SEP 2025
... in 2023. It brought its Plastic Circularity Fund down under in the ensuing months, expanding its offerings for local wholesale and institutional investors.

Three retirement products achieve double-digit returns

KARREN VERGARA  |  WEDNESDAY, 3 SEP 2025
... holds the largest savings of $54.3 billion managed on behalf of 123,830 members. Colonial First State's FirstChoice Wholesale Pension is the second largest in asset size with $40.7 billion and 154,850 members. Analysing the top 50 personal default ...

FAAA calls for other sectors to help pay $67m CSLR bill

ELIZA BAVIN  |  WEDNESDAY, 3 SEP 2025
... effectively against entities and other parties to minimise losses where they're occurring or likely to occur. It said wholesale clients should be excluded from the scheme, and any claims should be based purely on capital loss. "We are still of the strong ...

Australian Alternative Investment Awards finalists named

STAFF WRITER  |  TUESDAY, 2 SEP 2025
... Pure Credit Alpha Fund - Class W PM Capital Best Private Debt Manager MA Secured Loan Series - Class A Metrics Credit - Wholesale Investment Trust Mosaic Private Best Sustainable Investment Manager Australian Ethical Longreach Alternatives Metrics Credit ...

ASIC permanently bans convicted investment manager

MATTHEW WAI  |  TUESDAY, 2 SEP 2025
... had a contracted relationship with AlphaThorn to assist AlphaThorn's managed discretionary account investments to wholesale investors through the AlphaThorn Secured Service from February 2019 and through the AlphaThorn Enhanced Service from September ...

Betashares launches first private credit fund

ELIZA BAVIN  |  MONDAY, 1 SEP 2025
... private capital division, the Betashares Private Capital Cliffwater Private Credit Fund. The unlisted fund provides wholesale investors and financial advisers with cost-effective exposure to a highly diversified portfolio of senior secured loans to predominantly ...

AMP, Insignia, Bendigo products fail super performance test

KARREN VERGARA  |  FRIDAY, 29 AUG 2025
... objectives and into more expensive, untested and/or potentially riskier products." Bendigo Superannuation Plan's Balanced Wholesale Fund and Bendigo High Growth Index Fund also debuted on the 2025 failure list. Betashares is the parent company of ...

Montgomery to distribute digital assets fund

JAMIE WILLIAMSON  |  WEDNESDAY, 27 AUG 2025
... Montgomery Investment Management is partnering with Digital Asset Funds Management (DAFM) to distribute the latter's fund to wholesale investors. DAFM is a Sydney-based investment boutique and runs the Digital Income Fund. The strategy offers two investment ...

Salter Brothers acquires Causeway AM

ELIZA BAVIN  |  THURSDAY, 21 AUG 2025
... preservation across our portfolios, which means we are well-placed to provide a compelling, integrated offering to our wholesale and institutional investors in our targeted market sector," Martin said. Causeway founding director Mike David added: "The ...

Vinva, Barrenjoey buoy Magellan's earnings

KARREN VERGARA  |  WEDNESDAY, 20 AUG 2025
... returns added $0.7 billion to the Airlie business overall, and net inflows added $2 billion of AUM, with consistent wholesale inflows into AASF each month and institutional inflows of $1.7 billion. Total investment management revenue declined by 12% ...