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Showing 361 - 370 of 8309 results for "retail"

High-profile stockpicker hires from WTW

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... at high-profile stockpicker Geoff Wilson's Sydney-based fund manager which invests more than $6 billion on behalf of retail and wholesale investors. Nick Kelly has joined Wilson Asset Management as the portfolio manager for the alternative assets ...

PGIM inks joint venture for 20 Bridge Street

JAMIE WILLIAMSON  |  THURSDAY, 13 FEB 2025
... Bought via the PGIM Real Estate Asia Pacific value-add strategy, the building is close to Circular Quay and key transport, retail and hospitality services. It comprises more than 20,000 square metres of net lettable space across 13 storeys. The building ...

Saxo Australia to rebrand after global takeover

MATTHEW WAI  |  TUESDAY, 11 FEB 2025
... wealth managers, while the business will continue to focus on delivering high-touch, high-quality service for self-directed retail clients," North added. The transaction is expected to close in the second half of 2025. Currently, more than 160 wealth ...

Briefcase launches five SMAs on Praemium

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
Direct indexing platform Briefcase has partnered with Praemium to launch five separately managed accounts (SMA) for retail investors. The five diversified risk-based model portfolios of Conservative, Moderate, Balanced, Growth, and High Growth are now ...

Government to scrap advisers' approved qualifications list

KARREN VERGARA  |  MONDAY, 10 FEB 2025
... from 1 July 2026. The first stage required all relevant providers to be registered before providing personal advice to retail clients about relevant financial products by 16 February 2024. Financial Advice Association Australia's Phil Anderson told ...

Investment down as uncertainty rises

ELIZA BAVIN  |  FRIDAY, 7 FEB 2025
... particularly been the case for businesses reliant on discretionary consumer spending such as those in the hospitality and retail trade industries," Deloitte Access Economics associate director and lead author Sheraan Underwood said. "At the same time ...

Warakirri hires regional manager

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
... those states. The recruit is tasked with growing Warakirri's relationships in the family office, high net worth and retail advisory markets. Reporting to Warakirri head of distribution Stuart Devlin, Faehndrich joins at a pivotal time for the business ...

Pinnacle delivers 'flawless' half-year performance: Analyst

KARREN VERGARA  |  THURSDAY, 6 FEB 2025
... in the half year to December 2024. Among the clients, Australian institutional FUM rose by 19.6% to $75.2 billion, while retail FUM grew by 22.9% to $25.4 billion. PAM, Plato Investment Management, Antipodes, Metrics Credit Partners, and Hyperion have ...

FundBase to launch platform for retail access to private markets

ANDREW MCKEAN  |  MONDAY, 3 FEB 2025
FundBase, an investment fund infrastructure provider, is launching a platform to give Australian retail investors access to private markets. The company said it will be the first to offer local retail investors entry into private markets, which have ...

TenCap hedge fund eyes $3bn AUM

KARREN VERGARA  |  MONDAY, 3 FEB 2025
... respectively. Todd and Liu believe that organically growing to $3 billion is achievable. Todd said they aspire to target the retail sector, yet there is still work on their part to educate these potential clients on what a hedge fund is. "And if everyone's ...