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Showing 131 - 140 of 4219 results for "Wholesale"

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 ...

Shield collapse brings wholesale governance to the forefront

RIDDHIMA TALWANI  |  WEDNESDAY, 24 SEP 2025
... failures of Shield Master Fund and First Guardian Master Fund has pushed governance to the forefront - particularly among wholesale investors, according to Magellan Financial Group. Sophia Rahmani, chief executive and managing director of Magellan, told ...

Platinum shareholders greenlight L1 Capital merger

KARREN VERGARA  |  TUESDAY, 23 SEP 2025
... growing, scalable and well-diversified investment management business with a diversified client base across institutional, wholesale, high-net-worth and retail investors in Australia and globally." If the merger did not proceed, Strapp warned that Platinum ...

MSC awarded dual mandate from newly established litigation funder

MATTHEW WAI  |  MONDAY, 22 SEP 2025
... launched Ninety Mile Litigation Fund 1 commenced fundraising earlier this month and is structured as an unregistered wholesale managed investment scheme. The fund will invest in a diversified portfolio of litigation funding assets, including class actions ...

Concentration of private credit sector a concern: ASIC

JAMIE WILLIAMSON  |  MONDAY, 22 SEP 2025
... for investor protection and market integrity. "This market segment has a higher concentration of investors using the wholesale sophisticated investor exemption, and with less transparency on conflicts of interest, manager remuneration disclosure, and ...

Partners Group launches royalties fund for local investors

RIDDHIMA TALWANI  |  FRIDAY, 12 SEP 2025
Partners Group has launched an evergreen fund giving Australian and New Zealand wholesale investors access to its royalties strategy. The fund will accept a minimum investment of $20,000 and targets 10% net returns as well as a cash yield of 4-6% yearly. ...

Salary report shows 23% pay gap for top BDMs

MICHELLE BALTAZAR  |  THURSDAY, 11 SEP 2025
More distribution executives are seeking careers in the wholesale market as demand for super fund BDMs slow, Kaizen's latest salary report shows. Kaizen's Funds Distribution Salary Guide FY2025-26 found that salaries have remained flat in the ...

Natixis IM adds distribution leads

KARREN VERGARA  |  WEDNESDAY, 10 SEP 2025
... managers globally." Santos said he will leverage his experience to complement what Natixis IM has already built in the wholesale market. "My focus will be on lifting our relationships in the Southern states, ensuring that clients have great service and ...