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Showing 1 - 10 of 19 results for "Wholesale investments"

Australian Ethical bleeds $500m amid geopolitical tension

MATTHEW WAI  |  THURSDAY, 16 APR 2026
... Fund to strengthen it private markets offering to wholesale investors, overall net flows for retail and wholesale investments were -$10 million in the period. Investment performance was also impacted by "challenging" market conditions, and as a result ...

Generation Life expands investment menu

RIDDHIMA TALWANI  |  THURSDAY, 26 FEB 2026
... evolving needs of investors and financial advisers," he added. The private market strategies includes the MPC Wholesale Investments Fund managed by Metrics Credit Partners, which provides private credit exposure through income-generating lending strategies. ...

HUB24 reports record $136bn FUA

KARREN VERGARA  |  TUESDAY, 15 JUL 2025
... During the period, the firm launched HUB24 Private Invest, which is designed for clients who want access to wholesale investments. It also streamlines documentation, administration of custody and non-custody assets, and reporting functions.

CFS allots Martin Currie two mandates

KARREN VERGARA  |  FRIDAY, 2 MAY 2025
... 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 changes to ...

Partners Wealth Group appoints new head of Partners Private

ANDREW MCKEAN  |  MONDAY, 17 FEB 2025
Partners Wealth Group has appointed a new head of its wholesale investments business, Partners Private. The wealth management firm named Fraser Herd to oversee the development and expansion of its private investment opportunities for clients and partner ...

HMC Capital unit beefs up Melbourne office

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
... includes senior positions at Westpac Private Bank and Australian Securities Limited, working with fixed income, wholesale investments, consumer lending and portfolio management. Meanwhile, former Insignia Financial operative Jim O'Brien has been ...

CFS unveils fund manager, fee changes to FirstChoice

KARREN VERGARA  |  TUESDAY, 29 OCT 2024
... Sustainable Growth option. From November 1, the FirstChoice Wholesale Personal Super, Wholesale Pension, and Wholesale Investments strategies will decrease administration and investment fees for some managers. The BlackRock Global Liquid Alternatives ...

Partners Wealth Group appoints new head of distribution

ANDREW MCKEAN  |  THURSDAY, 3 OCT 2024
... Wealth Group appointed a new head of distribution, a former three-time Olympic gold medalist no less, for its wholesale investments division, Partners Private. James Tomkins, who was most recently a national sales manager at UBS Asset Management, has ...

Betashares captures most net flows in managed funds industry

ANDREW MCKEAN  |  TUESDAY, 18 JUN 2024
... The remaining top 10 products for net inflows were the Macquarie True Index Australian Shares Fund, MCP Wholesale Investments Trust, iShares Core S&P/ASX 200 ETF, Macquarie Enhanced AFI Fund, VanEck MSCI International Quality ETF, Metrics Direct Income ...

Colonial First State adds 17 new funds to FirstChoice platform

ANDREW MCKEAN  |  THURSDAY, 1 DEC 2022
... Tactical Income, Western Asset Australian Bond, T.Rowe Price Dynamic Global Bond, FirstRate Cash on FirstChoice Wholesale Investments, AB Managed Volatility Equities, DNR Capital Australian Equities High Conviction, GQG Partners Global Equity, Intermede ...
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