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Showing 281 - 290 of 4198 results for "Wholesale"

DWS, S64 launch sustainable infrastructure offering

MATTHEW WAI  |  MONDAY, 18 NOV 2024
DWS has launched a sustainable infrastructure focussed Wholesale Australian Unit Trust for Australian private wealth managers in a partnership with S64, the alternatives fintech. The offering empowers financial intermediaries to distribute private markets ...

Teaminvest partners to launch new fund

ELIZA BAVIN  |  TUESDAY, 12 NOV 2024
... credit approval," AWAG said. "The AWAG Succession Lending Fund present an attractive opportunity for sophisticated and wholesale investors seeking targeting returns and regular cash distributions. "AWAG and TIP are pleased to bring this new solution ...

RBA seeks input on CBDC research project

MATTHEW WAI  |  FRIDAY, 8 NOV 2024
... project will explore how different forms of digital money and associated infrastructure could support the development of wholesale tokenised asset markets in Australia, the RBA said. The consultation paper, released in collaboration with the Digital ...

Fidelity makes key sales appointments

ELIZABETH FRY  |  WEDNESDAY, 6 NOV 2024
... distribution team. Lukasz de Pourbaix has been appointed head of strategic sales and solutions and Lauren Jackson head of wholesale sales. In this newly created role, de Pourbaix will oversee research and aligned asset consulting, strategic accounts ...

GAM hires new local lead from Bennelong

ELIZABETH FRY  |  THURSDAY, 31 OCT 2024
... work alongside client directors Daniel Sharp and Alexandra Williamson, to develop and focus on the institutional and wholesale client base. An additional staffer will be hired in the coming months. Finnell joins from Bennelong where he served as head ...

Non-bank lender sued for dodging Credit Code

JAMIE WILLIAMSON  |  THURSDAY, 31 OCT 2024
... operates two funds which are offered to retail and sophisticated investors, the Oak Capital Mortgage Fund and Oak Capital Wholesale Fund. Filing a case with the Federal Court, ASIC alleges Oak Capital made close to 50 loans over a four-year period to ...

Super complaints rise in FY24: AFCA

ELIZA BAVIN  |  THURSDAY, 31 OCT 2024
... fund (SMSF) classifications. "There is ongoing confusion in the advice space regarding the classification of SMSFs as wholesale. Some advisers incorrectly apply thresholds of $2.5 million in net assets or $250,000 income, instead of the $10 million limit ...

Barings brings first Australian private credit fund to life

JAMIE WILLIAMSON  |  THURSDAY, 31 OCT 2024
... launched two APAC credit funds, including the Barings Australian Private Credit Fund. The fund is for institutional and wholesale investors looking to generate income and grow their capital via directly originated loans to private middle-market companies ...

CFS unveils fund manager, fee changes to FirstChoice

KARREN VERGARA  |  TUESDAY, 29 OCT 2024
... and H20, which previously had a 12.5% and 9.5% allocation respectively, lost their mandates. Meanwhile, FirstChoice Wholesale will also see the appointment of Platypus and Capital Group come through. For this strategy, CFS announced changes that will ...

MLC AM awards listed property mandate

KARREN VERGARA  |  FRIDAY, 25 OCT 2024
... market cycle." "The changes now fully align the manager structure in global listed property across MLC MultiActive, MLC Wholesale, and MLC Pre Select." In MultiActive, the change will be seen in the High Growth and Geared options. In the Wholesale strategy ...