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Showing 181 - 190 of 4197 results for "Wholesale"

Platinum merger no cure for active managers' challenges

ANDREW MCKEAN  |  MONDAY, 5 MAY 2025
... absolute-return focus like a hedge fund," he said. Data from Morningstar Direct shows that roughly 40% of L1's retail and wholesale funds under management (FUM) have grown between 20% and 70% annually over the past three years - an outcome unlikely for ...

CFS allots Martin Currie two mandates

KARREN VERGARA  |  FRIDAY, 2 MAY 2025
... in a note to investors that it made the replacements with "the aim of improving investor outcomes". The FirstChoice Wholesale Investments, Wholesale Personal Super and Pension, Employer Super and Investments products offer the options. "There are no ...

Hedge fund scraps local sales role

ELIZABETH FRY  |  THURSDAY, 1 MAY 2025
... office," he said. Kings Gate Capital Partners managing partner Peter Mitchell has begun representing BlueBay in the wholesale market and will likely take over the institutional clients. McAssy has over 25 years' experience in funds management, accounting ...

JP Morgan AM hires from Vanguard

ELIZABETH FRY  |  THURSDAY, 1 MAY 2025
... for Vanguard's dealer groups and platforms. Based in Sydney, Stefania reports locally to the firm's head of wholesale for Australia and New Zealand.Mark Carlile, She is tasked with promoting the global asset manager's full range of active ...

Clime awarded $183m mandate from US firm

ELIZA BAVIN  |  THURSDAY, 1 MAY 2025
... ongoing basis. In addition to the retail offering, which is pending SEC approval, Clime has established a specialist wholesale/sophisticated equivalent offering for clients of Sphinx. The investment option has $7.3 million (US$4.7million) of committed ...

AUSIEX to acquire FIIG Securities

ELIZA BAVIN  |  THURSDAY, 1 MAY 2025
Wholesale trading platform AUSIEX will acquire fixed income trading business FIIG Securities by the end of June 2025. The acquisition price has not been disclosed, but Financial Standard understands it has been described as "fair value". Financial Standard ...

MFS expands Australian offering with contrarian strategy

ELIZA BAVIN  |  TUESDAY, 29 APR 2025
MFS Investment Management has expanded its equity product offering for Australian wholesale and institutional investors with the launch of the MFS Global Contrarian Equity Trust. The new trust follows MFS' Contrarian Capital global investment strategy ...

Private capital, active ETFs to continue shake up of financial services: Deloitte

KARREN VERGARA  |  MONDAY, 28 APR 2025
... businesses more than US$50 billion. Stablecoins appear to be the frontrunner. "Stablecoins may offer a clear path forward for wholesale cross-border payments in the near term... President Trump has also called on federal agencies to spur the growth of ...

TWC bolsters investment team

ELIZABETH FRY  |  THURSDAY, 24 APR 2025
... in Europe and the US. ​ TWC launched in Australia six months ago, stating it would initially offer three funds to wholesale and institutional clients based on its proprietary investment framework. In essence, RROI looks at real return on investment. ...

UK watchdog to open Australian office

JAMIE WILLIAMSON  |  THURSDAY, 24 APR 2025
... UK firms looking to expanding into Australia or the broader Asia Pacific region. Blackburn is currently director of wholesale buyside at the FCA, a role she's held since 2022. Prior, she was global chief compliance officer for Legal & General Investment ...