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Showing 151 - 160 of 4253 results for "Wholesale"

Private credit funds downplay risks, pose risk to financial system: ASIC

KARREN VERGARA  |  WEDNESDAY, 5 NOV 2025
... into the private credit sector, which lasted nearly a year, delved into 28 private credit products including retail and wholesale funds that are either listed or unlisted. The sample included products provided by Metrics Credit Partners, La Trobe Financial ...

AusFood Super names investment chief

ELIZABETH FRY  |  THURSDAY, 30 OCT 2025
... retirement. In that capacity, he collaborated with Fidelity's investment teams to develop innovative solutions for wholesale and institutional clients across Australia. Before joining the global asset manager, Dinham held several senior positions ...

Crown Wealth director banned for two years

KARREN VERGARA  |  THURSDAY, 30 OCT 2025
... March 2024, after it was placed into voluntary administration. It was previously allowed to provide advice to retail and wholesale clients regarding superannuation, securities, deposit and payment products, interests in managed investment schemes and ...

Morningstar DBRS expands into regional Australia

ANGELIQUE MINAS  |  WEDNESDAY, 29 OCT 2025
... ASIC granted Morningstar an AFSL in October, enabling the firm to continue issuing credit ratings for consideration by wholesale clients exclusive to Australia. The licence will enable Morningstar to operate within the region and advance ratings coverage ...

L1 Group replaces chief, seeks $330m

KARREN VERGARA  |  WEDNESDAY, 29 OCT 2025
... from the equity raising will be co-invested into a strategy that was launched in January, which was recently offered to wholesale clients for the first time through a Cayman-domiciled fund. Already, some $190 million of pre-commitments have been received ...

Apostle partners with Qtron Investments

ANGELIQUE MINAS  |  MONDAY, 27 OCT 2025
... (Apostle) has partnered with US-based quantitative investment manager Qtron Investments (Qtron) to provide Australian wholesale and institutional investors access to its global equity strategies. The partnership marks the first time that Qtron's investment ...

Brookfield fully acquires Oaktree

KARREN VERGARA  |  MONDAY, 20 OCT 2025
... estate, and listed equity strategies. Early this year, the Oaktree Strategic Credit Fund (AUD) launched to Australian wholesale investors with responsible entity (RE) duties appointed to Channel Investment Management.

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 ...