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Showing 331 - 340 of 4200 results for "Wholesale"

Channel Capital, Arnott Capital set up strategic partnership

ANDREW MCKEAN  |  WEDNESDAY, 3 JUL 2024
... risk-adjusted returns for our investors." Notably, the Arnott Opportunities Trust, which is available to Australian wholesale investors, posted a return of 12.74% for the year ending 31 May 2024. Since its inception in May 2013, the flagship fund has ...

WTW names new head for Australia and New Zealand

ANDREW MCKEAN  |  TUESDAY, 2 JUL 2024
WTW has appointed James Baum, formerly the global head of wholesale and specialty broking at Aon, as head of Australia and New Zealand, and head of corporate risk and broking, effective July 15. Baum held many leadership roles over his 18-year tenure ...

ASIC takes action against Guildfords FM, director

KARREN VERGARA  |  FRIDAY, 28 JUN 2024
... services with respect to managed investment schemes and securities, as well as custodial and depository services to wholesale clients. It also provided trustee services to unregistered managed investment schemes, including the Magnolia Capital Opportunities ...

Qualitas scores $550m mandate

ELIZA BAVIN  |  WEDNESDAY, 26 JUN 2024
... real estate private equity, income producing commercial real estate and build-to-rent residential for institutional, wholesale and retail clients.

UBS institutional client coverage lead departs

ELIZABETH FRY  |  MONDAY, 24 JUN 2024
... client base to the firm's global capabilities. Interestingly, earlier this year, Telfer took on the role of head of wholesale client coverage before recruiting Thira Ngoeun from BNP Paribas AM. Before hiring Ngoeun, the head of the wholesale role had ...

JPMAM, iCapital launch new private market fund for wholesale investors

ANDREW MCKEAN  |  TUESDAY, 18 JUN 2024
J.P. Morgan Asset Management (JPMAM) and iCapital have launched a new Australian domiciled fund designed to afford wholesale investors access to small to mid-market private equity opportunities. The fund, managed by iCapital, and will invest in an underlying ...

Betashares captures most net flows in managed funds industry

ANDREW MCKEAN  |  TUESDAY, 18 JUN 2024
... respectively. The remaining top 10 products for net inflows were the Macquarie True Index Australian Shares Fund, MCP Wholesale Investments Trust, iShares Core S&P/ASX 200 ETF, Macquarie Enhanced AFI Fund, VanEck MSCI International Quality ETF, Metrics ...

Pengana launches new term account

ELIZA BAVIN  |  WEDNESDAY, 12 JUN 2024
... Credit division, led by Nehemiah Richardson. Pengana Credit's first product launch came in October 2023 via a diversified wholesale private credit fund, followed by the successful IPO of the Pengana Global Private Credit Trust, which will list on the ...

Macquarie AM bags top manager gong

KARREN VERGARA  |  FRIDAY, 7 JUN 2024
... categories for the Index/Enhanced and Small Caps categories respectively. U Ethical's Australian Equities Trust - Wholesale product won the Australian Equities (Active Core) and ESG (Australian Equities) categories. Rainmaker Information conducted ...

Clearway wins distribution mandate

KARREN VERGARA  |  TUESDAY, 4 JUN 2024
Clearway Capital Solutions has partnered with a global fund manager to bring Asia-focused strategies to local wholesale and institutional investors. The distribution specialist is taking Matthews International to the Australian and New Zealand markets. ...