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Showing 11 - 20 of 186 results for "Sophisticated investors"

New funds distribution firm launches

ANGELIQUE MINAS  |  THURSDAY, 27 NOV 2025
... investors with high-quality investment fund managers, the company seeks to address a significant gap for sophisticated investors seeking global diversification and improved long-term returns, it said. "It was the right time. We're seeing a clear ...

Mason Stevens secures mandate from UHNW advisory

ELIZA BAVIN  |  TUESDAY, 25 NOV 2025
... earlier this year by Hu and Cathy Ding and offers independent advisory services to UHNW family offices and sophisticated investors. The firm provides a wide range of bespoke wealth management solutions, including personalised investment strategies, tax ...

FNZ raises fresh capital for growth plans

RIDDHIMA TALWANI  |  THURSDAY, 13 NOV 2025
... funding from institutional shareholders to support its long-term business plan. The investment comes from sophisticated investors, including La Caisse, Generation Investment Management, Canada Pension Plan Investment Board and Motive Partners, and will ...

Vale Ken Atchison

KARREN VERGARA  |  MONDAY, 10 NOV 2025
... two decades, his leadership helped shape Atchison into a trusted adviser to many of Australia's most sophisticated investors." Atchison's career began with Towers Perrin as a consultant. He established Atchison Consultants in February 2001 with ...

EC Pohl expands presence in UK with acquisition

ELIZA BAVIN  |  MONDAY, 3 NOV 2025
... companies providing financial services. Individually managed, share portfolio services are provided to sophisticated investors by its wholly owned subsidiary EC Pohl & Co Private Wealth. Its other associate, ECP Asset Management, offers investment management ...

Hamilton Lane sets up global venture capital fund

RIDDHIMA TALWANI  |  THURSDAY, 2 OCT 2025
Hamilton Lane has launched a Global Venture Capital and Growth Fund (HLGVG) for institutional and high-net-worth investors. The evergreen fund is to be available in Australia, New Zealand, Europe, Asia, Latin America, Middle East and Canada. "Our launch ...

Shield collapse brings wholesale governance to the forefront

RIDDHIMA TALWANI  |  WEDNESDAY, 24 SEP 2025
... underwhelming notion," he said. With advanced investors looking for stable investment opportunities, Sims said "sophisticated investors now have a 40% exposure to private markets, and retail markets are invested by less than 1%". Rahmani agreed that ...

Private markets, asset class correlations upending 60-40 portfolio

KARREN VERGARA  |  WEDNESDAY, 17 SEP 2025
The rise of private markets and increasing intra- and inter-fund correlation among asset classes should prompt financial advisers to rethink the traditional 60-40 portfolio. This is according to CI Global Asset Management head of fixed income and private ...

Brandes launches first fund, taps Equity Trustees

KARREN VERGARA  |  FRIDAY, 1 AUG 2025
... has been investing for Australian institutional clients for 25 years and is now setting its sights on sophisticated investors. In April, the San Diego-headquartered fund manager flagged it was taking on the region, having appointed Diya Lowe as its APAC ...

Blue Owl launches fund to sophisticated investors

KARREN VERGARA  |  TUESDAY, 8 JUL 2025
Alternatives fund manager Blue Owl Capital has launched a private credit fund to local investors in partnership with Koda Capital. The Blue Owl Credit Income Fund AUT is a feeder fund targeting financial advisers and their wholesale clients. This is ...