Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 11 - 20 of 152 results for "Wholesale funds"

AdviceIQ general manager Paul Harding-Davis to retire

ANDREW MCKEAN  |  TUESDAY, 28 JAN 2025
... Zurich Group in roles spanning general management, dealer group, distribution development, strategy, marketing, and wholesale funds management. He is also a co-founder of the Pro Bono Financial Advice Network - the last remaining director from the beginning. ...

The most popular fund types launched in Australia

ANDREW MCKEAN  |  WEDNESDAY, 17 JUL 2024
... Johnny Francis noted an increase in private credit and debt funds, with many of these feeding into unregistered wholesale funds. "Investors have recognised that non-bank lenders and their private credit funds can provide a source of income. The major ...

DigitalX to launch Bitcoin ETF on ASX

ANDREW MCKEAN  |  TUESDAY, 9 JUL 2024
... contributing their "invaluable expertise and experience." DigitalX currently operates three professionally managed wholesale funds: the DigitalX Asset Reference Token Fund, the DigitalX Bitcoin Fund, and the DigitalX Fund. "The DigitalX funds aims to ...

'Licensee for hire' fined $1.25m by court

JAMIE WILLIAMSON  |  THURSDAY, 11 APR 2024
... held across venture capital funds, managed investment schemes, wholesale property funds, digital asset funds, and wholesale funds management services, among others. To be a CAR, Lanterne typically charged an upfront fee of $5000 plus between $2500 and ...

Evolution Trustees responds to likely wholesale definition change

JAMIE WILLIAMSON  |  FRIDAY, 25 AUG 2023
... of regulatory change, Evolution Trustees has established a division to help investment houses transition their wholesale funds to retail. The move is in response to Treasury's review of managed investment schemes and consultation on the wholesale client ...

Negative wholesale funds market growth continues

ANDREW MCKEAN  |  WEDNESDAY, 8 FEB 2023
Australia's $1.6 trillion wholesale funds market has experienced negative growth, contracting 2.6% in annual terms. According to Rainmaker Information's latest Wholesale Advantage report, wholesale funds have had three consecutive quarters of negative ...

SCA buys Centuria shopping centre portfolio

CHLOE WALKER  |  MONDAY, 20 JUN 2022
... centres from Centuria Capital Group's subsidiary Prime West for $180 million. The portfolio, as part of two unlisted wholesale funds, comprises convenience-based shopping centres across the nation, including South Australia's Dernancourt Shopping Centre ...

MSC Group launches Singaporean fund service

CASSANDRA BALDINI  |  FRIDAY, 17 JUN 2022
... Australian book covers a range of mandates, asset classes, comprising asset-specific and pooled asset retail and wholesale funds, limited partnerships, fintech and corporate debt. Fletcher added he expected the move would benefit capital managers in ...

Aussie small-cap fund returns 40%

KARREN VERGARA  |  FRIDAY, 11 MAR 2022
... shows. The Bennelong Funds Management Emerging Companies Fund returned 40.4% p.a., Rainmaker's research on the wholesale funds sector as at January 2021 reveals, outpacing its competition and the S&P ASX Small Ords Accumulation Index's performance ...

New adviser, intermediary solutions lead at Russell

KARREN VERGARA  |  THURSDAY, 13 JAN 2022
... and AMP. Such roles included distribution and marketing lead, general manager of investment bonds and leading wholesale funds management efforts. Last year, the fund manager won a $285 million mandate split across three separate clients. Clayton Utz ...