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Showing 251 - 260 of 4196 results for "Wholesale"

Bell Financial expects revenues, profits to rise

ANDREW MCKEAN  |  THURSDAY, 16 JAN 2025
... also anticipated a 26% increase in profit after tax to $30.7 million (FY23: $24.3 million). Bell Financial's retail and wholesale broking revenues increased 12% on FY23 to $177.8 million, while profit after tax surged 115% to $9.2 million. Meanwhile ...

Local private wealth manager appoints new chief

ANDREW MCKEAN  |  THURSDAY, 16 JAN 2025
... to industry platforms. From 2009 to 2011, DeCarlo served as head of platform sales at AXA Australia, where he oversaw wholesale distribution for its investment platforms - Summit, AXA Generations, and AXA North. "Today, stepping into his new role as ...

Channel Investment Management secures RE mandate

KARREN VERGARA  |  TUESDAY, 14 JAN 2025
... Nuveen recently named Channel IM as the RE for its Churchill Private Credit Income Fund, which is now available to local wholesale investors.

SG Hiscock appoints head of research

ELIZA BAVIN  |  TUESDAY, 14 JAN 2025
... joining SG Hiscock, McKibbin worked at American Century Investments for over five years, most recently as the head of wholesale, Australia. He joined American Century from State Street Global Advisors where he was head of ETF Managed Portfolio Solutions ...

UBS injects $100m into Centuria Bass

ELIZA BAVIN  |  MONDAY, 13 JAN 2025
... around $285 million, including UBS' initial $100 million secured in July 2024, with the balance coming from private wholesale investors. Centuria Bass' assets under management has increased to $2.3 billion as at December 2024, a 45% annual increase. ...

Stamford Capital Investments launches new fund

ELIZA BAVIN  |  FRIDAY, 10 JAN 2025
... the investment management arm of Stamford Capital, has launched its fourth fund, seeking to raise $100 million from wholesale investors. It expects to raise $30 million by the end of January for the fund's first close. The Core Partners Fund 4 (CPF4) ...

Sanlam Private Wealth breaches licensee obligations, hit with enforceable undertaking

MATTHEW WAI  |  MONDAY, 6 JAN 2025
... specified classes of financial products, together with custodial and depository services. The AFSL covers both retail and wholesale investors. In 2023, Sanlam authorised representative, fintech Bobbob, was fined $53,280 by ASIC for misrepresenting its ...

Ares appoints EQT as RE for private market fund

MATTHEW WAI  |  FRIDAY, 20 DEC 2024
... Financial Standard flagged the fund launch last week, with AUT - an Australian domiciled unit trust to provide local wholesale investors access to Ares Private Markets Fund (APMF). APMF is a US registered management investment vehicle distributed through ...

Real Asset Management taps DWS sales exec

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
... Services Property Fund. Willis joins from DWS, where he served as director of client coverage, managing relationships with wholesale, wealth, and family office clients. Before that, he led Australian sales and marketing at Research Affiliates, a California-based ...

HMC Capital unit beefs up Melbourne office

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
... career 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 ...