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Showing 211 - 220 of 4253 results for "Wholesale"

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 ...

Bentham adds to distribution team

ELIZABETH FRY  |  THURSDAY, 12 JUN 2025
... same portfolios. The investment chief said Bentham manages a suite of credit-focused strategies for institutional and wholesale investors, with a commitment to delivering income and capital stability through global credit market cycles. The founders ...

Fidelity International launches first global equity SMA

ANDREW MCKEAN  |  WEDNESDAY, 11 JUN 2025
... portfolio manager Matt Jones and UK-based portfolio managers Hiten Savani and Daniel Swift. Fidelity International head of wholesale Lauren Jackson said the SMA will help solve a problem that financial advisers face when allocating to core global equities ...

Financial Standard names Investment Manager of the Year

ANDREW MCKEAN  |  TUESDAY, 10 JUN 2025
... Ethical Investors was awarded Australian equities ESG product of the year for the U Ethical Australian Equities Trust - Wholesale, which also won in 2023 and 2024. "Our role is to help investors identify which products should be part of their decision-making ...