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Showing 171 - 180 of 4219 results for "Wholesale"

Blue Owl launches fund to sophisticated investors

KARREN VERGARA  |  TUESDAY, 8 JUL 2025
... partnership with Koda Capital. The Blue Owl Credit Income Fund AUT is a feeder fund targeting financial advisers and their wholesale clients. This is the first strategy Blue Owl has launched for local investors since it began building out its presence ...

Prime Value expands microcap fund

ELIZA BAVIN  |  MONDAY, 7 JUL 2025
... strategy and managed by the same team behind the former SIV Emerging Companies Fund. Originally established in 2015 as a wholesale fund designed for Significant Investor Visa (SIV) investors, the strategy will be made accessible to retail investors for ...

ASIC funding levy to charge advisers $46.2m

KARREN VERGARA  |  FRIDAY, 4 JUL 2025
... clients on products but are not relevant financial products will pay $44,000. Licensees that provide personal advice to wholesale clients only, in which there are 1991, will pay $16 million and pay a flat levy of $825. In budgeting the $39.3 billion ...

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 ...