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Showing 281 - 290 of 4253 results for "Wholesale"

SMSF sector continues to grow

ELIZA BAVIN  |  FRIDAY, 21 FEB 2025
... non-SMSF accounts and self-directed SMSF accounts which prefer direct equities. "Despite concerns about the future of the wholesale investor test, the potential Division 296 superannuation tax, compliance requirements and cost of advice concerns, SMSFs ...

Perennial beefs up sales team

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
... Perennial Partners has made three key appointments to bolster its distribution team and better support its institutional and wholesale marketing efforts. Scott Curtis joins as director for private wealth and family office, based in Sydney. Bringing 10 ...

David Paradice hires from Betashares

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
... Paradice. Christopher Yates, Betashares New South Wales state manager for the adviser business, has been appointed head of wholesale distribution at Paradice Investment Management. Colleague Max Minack, head of broking and wealth, moved across with him. ...

Schroders launches new active ETFs

JAMIE WILLIAMSON  |  THURSDAY, 20 FEB 2025
... fees, all the way through the cycle," Morcos said. "HIGH provides access to the traditionally defensive higher-yielding wholesale credit universe and it is suitable for those who are looking for enhanced income solutions beyond conventional equity and ...

Dexus delivers profit, flags 'turning point'

ELIZA BAVIN  |  WEDNESDAY, 19 FEB 2025
... turns." Dexus said shareholders will receive a distribution of 19 cents per security. Dexus highlighted that the Dexus Wholesale Property Fund and the Dexus Wholesale Shopping Centre Fund both outperformed their benchmarks across all time periods, while ...

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 ...

Brookfield subsidiary launches credit fund locally

KARREN VERGARA  |  FRIDAY, 14 FEB 2025
A Brookfield Asset Management subsidiary has launched the Oaktree Strategic Credit Fund (AUD) to Australian wholesale investors and appointed responsible entity (RE) duties to Channel Investment Management. Brookfield Oaktree Wealth Solutions' fund ...

JP Morgan AM nabs Netwealth exec

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... its high-net-worth individuals and family offices segment. Reporting to Mark Carlile, the asset manager's head of wholesale for Australia and New Zealand, Naomi Finnigan, who has extensive experience in private banking, will focus on expanding the ...

High-profile stockpicker hires from WTW

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... stockpicker Geoff Wilson's Sydney-based fund manager which invests more than $6 billion on behalf of retail and wholesale investors. Nick Kelly has joined Wilson Asset Management as the portfolio manager for the alternative assets fund. Kelly will ...

Moonfare launches in Australia

KARREN VERGARA  |  FRIDAY, 7 FEB 2025
... Moonfare, with $5.5 billion (€3.3bn) in assets under management, has established footprints in Australia to target wholesale investors. Local wholesale and sophisticated investors now have access to Moonfare, which offers a digital secondary market ...