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Showing 261 - 270 of 4197 results for "Wholesale"

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 ...

Tribeca builds distribution team

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
... firm's head of distribution Alex Lupis. Dam will be look after Tribeca's relationships with the firm's existing wholesale and financial intermediary client base and develop new relationships and channels. The former Australian Ethical distribution ...

SG Hiscock adds to Melbourne team

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
... will be working with current and prospective clients, strengthening and expanding the firms' relationships amongst wholesale and retail investment channels and financial adviser networks. The recruit joins from Alexander Funds, where he worked as ...

ASIC sues Binance over customer protection failures

ELIZA BAVIN  |  THURSDAY, 19 DEC 2024
... Australia to court alleging it denied more than 500 retail clients important consumer protections by misclassifying them as wholesale clients. ASIC alleges from 7 July 2022 to 21 April 2023, Binance offered crypto derivative products to 505 Australian ...

JBWere partners to launch fixed income funds

MATTHEW WAI  |  TUESDAY, 17 DEC 2024
JBWere is launching two active fixed income products, backed by UBS Asset Management (UBS AM), to provide wholesale clients access to domestic and global credit options amid growing demand for the asset class. The product suite, which includes the UBS ...

Colonial First State completes group insurance review

JAMIE WILLIAMSON  |  THURSDAY, 12 DEC 2024
... continue to provide insurance cover for the 200,000 CFS FirstChoice Employer Super, Essential Super, and FirstChoice Wholesale Personal members. AIA has served as group insurer since it took over CommInsure in 2019 and was reappointed in 2021. CFS Superannuation ...

Ares launches private markets fund

ANDREW MCKEAN  |  THURSDAY, 12 DEC 2024
Ares Management has launched a Private Market Fund (AUT), a locally domiciled unit trust to provide Australian wholesale clients access to Ares Private Markets Fund (AMPF) - as US registered management investment vehicle that's distributed through Ares' ...

Dexus terminates Core Property Fund

JAMIE WILLIAMSON  |  WEDNESDAY, 11 DEC 2024
... but the strategy was changed in August. The fund comprises the DCPF Listed Real Estate Portfolio (70%) and the Dexus Wholesale Shopping Centre Fund (28%). It was incepted in April 2006 and had about $216 million in gross assets as at October end. Since ...

Investment habits of the generations revealed

ELIZA BAVIN  |  TUESDAY, 10 DEC 2024
... financial literacy and experience, particularly in areas like portfolio diversification," Fidelity international head of wholesale, Australia, Lauren Jackson said. "There is a risk that a 'get rich quick' mindset could push younger investors off track ...

AFCA completes independent review of operations

ELIZA BAVIN  |  MONDAY, 9 DEC 2024
... the report, including developing additional guidance on how it approaches further issues in complaints or excluding wholesale client complaints; strengthening consultation on the development of its approach documents and a forward looking review mechanism ...