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| | | ... infrastructure, real estate, private credit, and venture capital. He will also explore private markets product solutions for wholesale and institutional clients. Roberts also oversees Australian Ethical's Infrastructure Debt Fund, which finances local ... |
| | | | ... returns for clients," Waked said. Commenting, Magellan managing director Sophia Rahmani said: "The launch of funds to the wholesale and retail market is a key milestone in our partnership with Vinva and is indicative of the significant growth potential ... |
| | | | ... management, and investment solutions. In Australia, it holds a general advice licence that allows it to service retail and wholesale clients. The acquisition of the new AFSL, which complements the general advice offering, will allow EBC to service wholesale ... |
| | | | ... the last three years at Warakirri as the distribution director for APAC and head of private wealth. He previously led wholesale and retail distribution at UBS Asset Management and worked in senior roles at Lazard Asset Management and BlackRock. In 2016 ... |
| | | | ... Institutional FUM, managed for large investors like pension funds and insurers, grew by 12% over the past year, while wholesale FUM fell by 2.3%. Interestingly, the indexed investments segment grew 24.2%, which was almost six times the growth of actively ... |
| | | | ... Wealth Management and JBWere, where he worked as managing director for both firms. HFPCF, an open-ended fund targeting wholesale investors, aims to provide investors returns of 15-17% p.a. It requires a minimum investment amount of €100,000. Some of ... |
| | | | An overhaul of the wholesale investor test thresholds is on ice but potential major changes are still on the agenda, a parliamentary hearing confirmed this morning. Sitting on the committee, senator Paul Scarr said while there has been public debate ... |
| | | | ... by the court, are to be paid out of the assets of the schemes. ISG had received around $145 million from retail and wholesale investors since 2019. Investors were issued units in the schemes, which invested in redeemable preference shares in related ... |
| | | | ... to the prior corresponding period. Its net flows during the first half of 2024 consisted of US$6.4 billion from the wholesale channel and US$6.1 billion from sub-advisory, but were partially offset by a US$1.3 billion institutional outflow. The institutional ... |
| | | | ... Partners Wealth Group appointed a new head of distribution, a former three-time Olympic gold medalist no less, for its wholesale investments division, Partners Private. James Tomkins, who was most recently a national sales manager at UBS Asset Management ... |
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