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Showing 381 - 390 of 4258 results for "Wholesale"

JANA wins investment consulting mandate

ANDREW MCKEAN  |  WEDNESDAY, 24 JUL 2024
... deliver substantial benefits to clients by leveraging its team of investment specialists, manager research, and favourable wholesale fee arrangements. "This collaboration will continue to position Wealthtrac as a leading SMA service provider, offering ...

Challenger executive joins Bell FG

KARREN VERGARA  |  MONDAY, 22 JUL 2024
... significant implications for investors of all types." In May, Bell FG launched Tandem Securities, a platform that provides wholesale and institutional clients with trading, clearing, and investment services.

Regal splashes out on slice of Argyle Group

JAMIE WILLIAMSON  |  FRIDAY, 19 JUL 2024
... water entitlements investment manager, with funds under management of about $1.4 billion. Its investors are largely wholesale, family office and institutional clients. Argyle's executive chair and chief investment officer Kim Morison will remain in these ...

The most popular fund types launched in Australia

ANDREW MCKEAN  |  WEDNESDAY, 17 JUL 2024
... manager Johnny Francis noted an increase in private credit and debt funds, with many of these feeding into unregistered wholesale funds. "Investors have recognised that non-bank lenders and their private credit funds can provide a source of income. The ...

Bitcoin ETF price war: VanEck, Monochrome cut costs

ANDREW MCKEAN  |  FRIDAY, 12 JUL 2024
... brokerage fees and commissions may apply. At the same time, it will launch the "IBTC Adviser Program" which will offer local wholesale investors that subscribe to IBTC through a financial adviser a 0.29% fee rebate on the management fee. Monochrome chief ...

DigitalX to launch Bitcoin ETF on ASX

ANDREW MCKEAN  |  TUESDAY, 9 JUL 2024
... for contributing their "invaluable expertise and experience." DigitalX currently operates three professionally managed wholesale funds: the DigitalX Asset Reference Token Fund, the DigitalX Bitcoin Fund, and the DigitalX Fund. "The DigitalX funds aims ...

ASIC levy to slug advisers $48.4m

KARREN VERGARA  |  TUESDAY, 9 JUL 2024
... only will collectively pay nearly $3 million at $2721 per entity. ASIC charges AFSLs that provide personal advice to wholesale clients a flat levy of $1.88 million. There were 1931 advisers in this category equating to $976 each. The advice sector is ...

Ausbil reshuffles distribution team

ELIZABETH FRY  |  FRIDAY, 5 JUL 2024
Ausbil Investment Management's head of wholesale distribution will retire after 17 years with the firm, leading to changes in the sales team. Hik Chadirchi will leave at the end of the month. As a result, the active equities investor's institutional ...

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 ...