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Showing 311 - 320 of 8314 results for "retail"

Inside Colonial First State's fund manager selection overhaul

ANDREW MCKEAN  |  FRIDAY, 16 MAY 2025
... next two decades, which would mean even more institutional mandates would be choked off from fund managers. CFS, while a retail rather than not-for-profit fund, is presumably a garden of Eden for the countless fundies whose business models have come ...

Jarden Strengthens advisory team with Rothschild exec

ELIZABETH FRY  |  THURSDAY, 15 MAY 2025
... and distinguished career, leading coverage of clients across a broad range of sectors including industrials, consumer, retail and & healthcare. Prentice had been with Rothschild for almost two decades. Before joining the firm he worked in investment ...

Franklin Templeton brings Lexington Partners PE fund down under

MATTHEW WAI  |  THURSDAY, 8 MAY 2025
... key entry point into their expanding private equity exposure," Walsh said. "While secondaries may be less familiar in the retail and wholesale space, they have long been a foundational allocation for institutions due to their compelling risk-return profile ...

Magellan sees $1bn monthly outflows

ELIZA BAVIN  |  TUESDAY, 6 MAY 2025
Magellan Financial Group was hit by $1 billion in net outflows in April, comprising $100 million in net retail outflows and $900 million in net institutional outflows. However, total assets under management (AUM) increased from $37.5 billion in March ...

First Sentier Investors names chief financial officer

ELIZA BAVIN  |  TUESDAY, 6 MAY 2025
... brings 25 years' experience of finance and investment banking to the role. Conn joins First Sentier Investors from Super Retail Group, where he served as the interim general manager of group finance. Prior to that, Conn was the chief financial officer ...

Platinum merger no cure for active managers' challenges

ANDREW MCKEAN  |  MONDAY, 5 MAY 2025
... underperforming products would resonate with those clients. Moreover, Platinum's own distribution is heavily concentrated among retail and advised investors, a highly competitive segment where clients are already spoilt for choice, he said. Despite concerns ...

Hedge fund scraps local sales role

ELIZABETH FRY  |  THURSDAY, 1 MAY 2025
... management industry. He previously led the national distribution team for Zurich Life and Investments, focusing on the retail, advised and superannuation channels. Before that, he was head of distribution for State Street Global Advisors for five years ...

Clime awarded $183m mandate from US firm

ELIZA BAVIN  |  THURSDAY, 1 MAY 2025
... allocate between 15% to 20% of Sphinx investors to the vehicles managed by Clime on an ongoing basis. In addition to the retail offering, which is pending SEC approval, Clime has established a specialist wholesale/sophisticated equivalent offering for ...

AUSIEX to acquire FIIG Securities

ELIZA BAVIN  |  THURSDAY, 1 MAY 2025
... and we see room to add relationships in the intermediary - financial planner - and insto space and - over the long-term - retail customers." AUSIEX will aim to reduce the minimum parcel size for bond trades in over-the-counter markets from $500,000 to ...

Finfluencer failed to disclose paid promotions, says regulator

JAMIE WILLIAMSON  |  WEDNESDAY, 30 APR 2025
... sanctions and/or cost recovery, the regulator noted. The Ontario Securities Commission (OSC) recently surveyed 655 Canadian retail investors and found that 35% had made a financial decision based on advice from a finfluencer. While respondents largely ...