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Showing 11 - 20 of 4252 results for "Wholesale"

Former UBS Asset Management executive pops up at RAM

KARREN VERGARA  |  THURSDAY, 3 SEP 2026
... oversaw led the local asset management business of UBS for the for nearly eight years and also served as its head of wholesale. He previously worked in business development roles at BT Investment Management/Pendal Group, AXA, Perpetual and Challenger. ...

Federated Hermes partners with Conduit Digital

VINNY VUCAGO  |  WEDNESDAY, 2 SEP 2026
... Federated Hermes Short Term US Prime Fund, with shares in the Conduit fund tokenised and offered to institutional and wholesale investors across APAC. The move marks Federated Hermes ' first digital assets initiative in the region and extends its ...

KKR to pocket $24bn from USI sale

MATTHEW WAI  |  TUESDAY, 1 SEP 2026
... billion (US$40bn) US middle-market segment, building on success of the acquisition of NFP in 2024. USI's emerging wholesale capabilities will strengthen Aon's ability to meet a wider range of client needs and meaningfully participate in the E&S ...

Kaplan winds up pooled super trust

KARREN VERGARA  |  MONDAY, 31 AUG 2026
... ASX-listed securities. Kaplan was founded in 1998 and currently has about $800 million in funds under management. Kaplan's wholesale strategy, the Kaplan Equities Fund, aims to outperform the ASX 200 Accumulation Index with relatively less volatility ...

APRA hits 12 super options with failed grade

KARREN VERGARA  |  FRIDAY, 28 AUG 2026
... the performance test to specialised investment options on wrap platforms." The good news for Insignia is that its MLC Wholesale Horizon 2 Income Portfolio is now reopened to new members. The option, which sits on the Expand Essential Super and Extra ...

JANA launches private credit trust

ELIZA BAVIN  |  TUESDAY, 25 AUG 2026
... Investment Advisers has launched the JANA Private Credit Trust, expanding its suite of investment trusts to provide wholesale investors with access to a diversified global private credit strategy through an institutional-quality investment structure. ...

Dexus flags pressure in FY27 outlook

VINNY VUCAGO  |  THURSDAY, 20 AUG 2026
... Dexus also raided $2 billion in third party capital during the year, including a $500 million commitment to the Dexus Wholesale Property Fund, while exceeding its divestment target with $2.5 billion of disposals since FY24. The group also secured a partnership ...

JPMAM expands private equity strategy to wealth clients

RIDDHIMA TALWANI  |  TUESDAY, 18 AUG 2026
... asymmetry is believed to be high and specialised managers provide unique knowledge, networks, and insights. JPMAM head of wholesale Mark Carlile said the launch serves as the introduction for the upcoming series of evergreen solutions the asset manager ...

CFS launches pension bonus

VINNY VUCAGO  |  MONDAY, 17 AUG 2026
... mentioned in May, the CFS Pension Bonus is available to eligible FirstChoice members transferring into a new FirstChoice Wholesale Pension, with members automatically assessed and no application or additional paperwork required. Under the current published ...

J.P. Morgan launches active Aussie equity ETF

MATTHEW WAI  |  FRIDAY, 14 AUG 2026
... ETFs that span US and international equities, global fixed income and now Australian equities," J.P. Morgan head of wholesale for Australia and New Zealand Mark Carlile said. "JPOZ provides investors with a diversified portfolio of Australian equities ...