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Showing 11 - 20 of 1865 results for %22Wholesale investors%22

JPMAM partners with NZ wealth firm

KARREN VERGARA  |  TUESDAY, 30 JAN 2024
... diversified, quality solutions to New Zealand investors." In December, JPMAM partnered with iCapital to offer local wholesale investors access to alternative investments. Under the arrangement, iCapital will provide its financial technology platform ...

Penta Capital fined for fabricated FUM

KARREN VERGARA  |  MONDAY, 22 JAN 2024
... Capital boasted on its website between May 2022 and February 2023 that it managed $6.9 billion on behalf of retail, wholesale, and institutional investors. It also claimed that $350 million in assets were under its management and that it has been operating ...

JPMAM to bring more alts strategies to wholesale investors

JAMIE WILLIAMSON  |  TUESDAY, 12 DEC 2023
Local wholesale investors will have greater access to alternative investments thanks to a new partnership between J.P. Morgan Asset Management and iCapital. JPMAM said the new union demonstrates its global strategic priority to democratise alternatives ...

GSFM to distribute Access Capital Partners offering to HNWs

CHLOE WALKER  |  FRIDAY, 8 DEC 2023
... to working with the GSFM team as we bring our European-focused investments to Australian institutional and wholesale investors and family offices." UBS' latest Year Ahead 2024 report said it expects 3% growth from European countries in the year ahead ...

J.P. Morgan lists fixed income ETFs

CHLOE WALKER  |  FRIDAY, 8 DEC 2023
... end of their hiking cycles, this is generally a favourable environment for quality fixed income assets, JPMAM head of wholesale Australia and New Zealand Mark Carlile said. "An active ETF focused on high quality bonds, JPGB invests at least 80% in investment ...

Private markets make concrete inroads with advisers

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2023
... private market investment opportunities". In October, it partnered with iCapital to provide advisers access to global wholesale managed funds investing in private credit and hedge funds. Charles Badenach, principal and private client adviser at Main ...

Spatium Capital selects trustee, administrator for small caps fund

CASSANDRA BALDINI  |  TUESDAY, 28 NOV 2023
... received an undisclosed investment from Singaporean wealth manager Conduit Group (Conduit) for its SSCF. SSCF operates as a wholesale unit trust, actively managing a portfolio of approximately 25 to 40 listed companies. The fund typically engages in ...

Maple-Brown Abbott loses sales head

ELIZABETH FRY  |  FRIDAY, 24 NOV 2023
... Maple-Brown Abbott promoted Simon Beram to head of institutional and research relationships, Vijay Srinivasan to head of wholesale distribution Before arriving at Maple-Brown Abbott in early 2020, Hodnett held senior distribution and sales roles at Pinnacle ...

AFCA tightens wholesale investor remit

KARREN VERGARA  |  FRIDAY, 17 NOV 2023
It may be tougher for wholesale investors looking to the Australian Financial Complaints Authority to help resolve a dispute as the authority tightens its rules on how it assesses their complaints. AFCA will shortly update its operational guidelines ...

Institutional investor tips $30m into new Mantis offer

CHLOE WALKER  |  THURSDAY, 16 NOV 2023
... little bona fide hedge fund product choice. The unit trust is available to wholesale clients in Australia and wholesale investors in New Zealand only, with Equity Trustees as the responsible entity. The unit trust launch follows the partnership between ...