Search Results | Showing 381 - 390 of 4258 results for "Wholesale" |
| | | ... 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 ... |
| | | | ... 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. |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 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 ... |
| | | | ... 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 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 ... |
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