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Showing 141 - 150 of 4253 results for "Wholesale"

Capital Haus acquires Adelaide advice firm, FUM to exceed $1bn

MATTHEW WAI  |  MONDAY, 1 DEC 2025
... for ultra-high-net-worth (UHNW) clients, Baker Young Private, will also be launched, providing clients with access to wholesale opportunities, global private credit financing, and capital raises, Capital Haus said. Founded over 40 years ago, Baker Young ...

New funds distribution firm launches

ANGELIQUE MINAS  |  THURSDAY, 27 NOV 2025
... Australian funds distribution firm Continental Funds Group (Continental) has announced its formal launch to the domestic wholesale and institutional investment market. Led by founder and managing director Angus Coote and three experienced distribution ...

FX coaching platform handed additional conditions over compliance failures

MATTHEW WAI  |  WEDNESDAY, 26 NOV 2025
... business to provide financial product advice about derivatives, foreign exchange contracts and securities to retail and wholesale clients. It was founded by the UK-based entrepreneur Greg Secker in 2003; he is currently the founder of Greg Secker Foundation ...

Revolution AM appoints distribution lead to drive expansion

RIDDHIMA TALWANI  |  TUESDAY, 25 NOV 2025
... expanding the reach of its suite of private credit strategies, as they attract unprecedented interest from retail and wholesale clients. Price brings 20 years of senior leadership experience across funds management and retirement income. In these roles ...

T. Rowe and Oak Hill launch flexible credit income fund

RIDDHIMA TALWANI  |  MONDAY, 24 NOV 2025
... and Oak Hill Advisors (OHA) have launched the Flexible Credit Income Fund AUD (OFLEX AUD), specifically designed for wholesale investors. OFLEX AUD leverages OHA's best ideas, seeking to deliver income by lending primarily to large cap companies in a ...

MST Financial acquires FIIG Securities' unit, boosts assets

KARREN VERGARA  |  FRIDAY, 14 NOV 2025
... completion, AUSIEX chief executive Patrick Salis told Financial Standard that the core FIIG business of providing bonds to wholesale clients is performing well. "The FIIG staff have fully integrated into AUSIEX offices located in Brisbane, Sydney and ...

Alexander Funds bolsters Sydney office with new hire

ELIZABETH FRY  |  THURSDAY, 13 NOV 2025
... also held roles at PAC Partners in institutional equity sales and at Bell Potter Securities as an associate in their wholesale financial advisory and broking team. "Alexander Funds continues to experience strong growth through retail and wholesale adviser ...

Stay or leave: ASIC's private credit clampdown tests managers

RIDDHIMA TALWANI  |  THURSDAY, 13 NOV 2025
... fund managers. This includes looking closely at their fees, margin structures and conflict-of-interest management in wholesale private credit funds. It will also examine the sale of private credit funds to retail clients through direct and advised ch ...

Metrics supports efforts to raise standards in private credit

RIDDHIMA TALWANI  |  THURSDAY, 6 NOV 2025
... products and flout basic disclosure on the state of investments. ASIC's Report 820: Private credit surveillance: retail and wholesale funds said that some fund managers are potentially contravening financial services laws. Metrics chief executive and ...

Colonial First State, AIA agree $140m class action settlement

JAMIE WILLIAMSON  |  WEDNESDAY, 5 NOV 2025
... allegedly occurred between 2014 and 2022, impacting some members of FirstChoice Personal Super and Pension, FirstChoice Wholesale Personal Super and Pension, FirstChoice Employer Super and Commonwealth Essential Super. Today, Shine Lawyers announced ...