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Showing 11 - 20 of 3862 results for "Wholesale"

HMC Capital scoops up Payton Capital

ANDREW MCKEAN  |  FRIDAY, 24 MAY 2024
... record. HMC also identified an opportunity to institutionalise Payton's platform and investor base, currently dominated by wholesale investors, and significantly increase its market share in the booming commercial real estate private credit sector, which ...

Major themes to watch in the ETF space

ELIZA BAVIN  |  THURSDAY, 23 MAY 2024
... looking at the picks and shovels that go into the build of that infrastructure." J.P. Morgan Asset Management head of wholesale in Australia and New Zealand Mark Carlile said he has seen investors moving away from mutual funds and into ETFs. "That is ...

UK forewarns Australia on wholesale test changes

KARREN VERGARA  |  THURSDAY, 23 MAY 2024
... high-net-worth investor (HNWI) tests, the UK serves as a cautionary tale for Australia as it mulls overhauling its own wholesale investor thresholds. The UK government introduced new HNWI and sophisticated investor definitions on January 31 which raised ...

ASIC cancels Everest Asset Management's AFSL

KARREN VERGARA  |  WEDNESDAY, 22 MAY 2024
... management firm linked to a massive money-laundering operations. Everest Asset Management, which was licensed to service wholesale clients, will no longer be operational. ASIC said it revoked the AFSL because Everest failed to prepare and lodge the required ...

Centuria launches new wholesale fund

ELIZA BAVIN  |  WEDNESDAY, 22 MAY 2024
Centuria has launched a new single asset fund, the Centuria Halls Head Central Fund, available for wholesale investors. Centuria said the fund provides exposure to a land rich, sub-regional shopping centre occupying a prime position in Mandurah, Western ...

Loomis Sayles brings global bond fund to Australia

ANDREW MCKEAN  |  MONDAY, 20 MAY 2024
... Loomis Sayles & Company, an affiliate of Natixis Investment Managers, has launched its Global Bond Fund for Australian wholesale investors. The fund seeks to provide diversified fixed income opportunities by combining macro themes and a bottom-up approach ...

Sequoia seeks Takeovers Panel intervention

KARREN VERGARA  |  FRIDAY, 17 MAY 2024
... SEQ's adviser number was the 39 advisers who are not licensed to provide personal advice but may provide general and wholesale advice," Crole and Pattison wrote in response. Sequoia had 376 advisers in total as of May 1, with 24 advisers currently ...

Wholesale investor test reform has several ramifications: SIAA

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
Proposed changes to the wholesale investor test potentially have sprawling ramifications for financial advisers and is something some experts say will need to be thoroughly nutted out before the government pushes any reforms over the line. Potentially ...

Bell Financial Group launches Tandem Securities

ANDREW MCKEAN  |  TUESDAY, 14 MAY 2024
Bell Financial Group has today launched Tandem Securities, an end-to-end platform that provides wholesale and institutional clients with trading, clearing, and investment services. Bell Direct chief executive Lee Muco told Financial Standard at the ...

Dexus completes $300m raising

ELIZA BAVIN  |  TUESDAY, 7 MAY 2024
... series of closed-ended funds targeting Australian real estate opportunities. The fund seeks to provide institutional and wholesale investors with enhanced returns through exposure to investments in property repositioning, development, special situations ...