Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 151 - 160 of 4196 results for "Wholesale"

Activist investor hires distribution lead

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025
... distribution, strategy and marketing for Sandon's activist investment strategy Dorney said she will work with both wholesale and institutional clients. "We're thrilled to work with someone of Scarlett's calibre and experience as we look to ...

AMP hit with multiple court filings

ELIZA BAVIN  |  THURSDAY, 3 JUL 2025
... appeal the court's decision to force the sale of the asset. Following the forced sale, which was one of the Dexus Wholesale Shopping Centre Fund's major assets, Dexus underwent a strategic review and terminated several funds, including the Dexus ...

Global advisory firm acquires Boutique Capital

ELIZA BAVIN  |  THURSDAY, 3 JUL 2025
... advisory services firm Acclime has acquired Boutique Capital, a North Sydney-based specialist in fund incubation and wholesale fund services. Acclime said the move significantly expands its capabilities in fund establishment and administration, strengthening ...

ASIC targets advisers, platforms, research houses in super switching scams

KARREN VERGARA  |  THURSDAY, 3 JUL 2025
... retail investors invested $160 million into Australian Fiduciaries. Meanwhile, ISG received $145 million from retail and wholesale investors since 2019. In many of the cases, members conduct a super health check online and submit their personal details ...

APRA dissects retirement products for the first time

KARREN VERGARA  |  FRIDAY, 27 JUN 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. The Aware Super Retirement Income product ...

Desktop Broker to deliver direct indexing via partnership

MATTHEW WAI  |  THURSDAY, 26 JUN 2025
... Briefcase to deliver direct indexing capabilities and institutional-grade ETF model portfolios to financial advisers and wholesale investors. With direct indexing, investors have direct ownership of their assets through personalised, tax and cost-effective ...

Perpetual IM switches member admin provider

KARREN VERGARA  |  WEDNESDAY, 25 JUN 2025
... MPMS replaces Tech Mahindra, which began its partnership with Perpetual in 2013 providing registry services for its wholesale, WealthFocus and Select Investment funds, superannuation and pension products. Perpetual chief operating officer for Australia ...

AFCA urges adviser clarity on SMSF wholesale investor test

KARREN VERGARA  |  MONDAY, 23 JUN 2025
... Financial Complaints Authority (AFCA) is urging financial advisers to gain clarity and better understanding on whether the wholesale investor test applies when advising SMSFs. Even if SMSF trustees have extensive investment experience, an SMSF is still ...

Airlie calls time on Concentrated Share Fund

KARREN VERGARA  |  FRIDAY, 20 JUN 2025
... set for June 24. Incepted on 6 November 2012, the fund invested in Australian-listed companies and was available to wholesale investors only. The fund is benchmarked to the S&P/ASX 300 Accumulation Index and carries a management fee of 0.95% per annum. ...

RQI Investors launches new strategy with UniSuper backing

MATTHEW WAI  |  TUESDAY, 17 JUN 2025
... quantitative manager. The RQI Australian Diversified Alpha Long Short Fund has been introduced for institutional and select wholesale investors, receiving a $500 million seed investment from UniSuper. The RQI Australian Diversified Alpha Long Short Fund ...