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Showing 21 - 30 of 186 results for "Sophisticated investors"

UGC's AFCA membership to cease

KARREN VERGARA  |  MONDAY, 7 APR 2025
... in liquidation, began providing financial services, including financial advice, in 2017 to retail and sophisticated investors. ASIC's investigation into UGC found it advised prospective clients to establish SMSFs and invest into speculative schemes ...

Equity Story plots expansion, names chair

MATTHEW WAI  |  FRIDAY, 28 MAR 2025
... Townsville. Both firms will benefit from providing "premium investment insights" and private equity access to sophisticated investors, Equity Story said. Equity Story provides stock market trading information, wealth advice, research, investor education ...

Roc Partners launches new PE fund

ELIZA BAVIN  |  TUESDAY, 25 MAR 2025
... Partners said the new fund aims to provide the same investments that are offered to the largest, most sophisticated investors in Australia, to high-net-worth investors via an open-ended vehicle for the first time. Targeting net annualised returns of ...

Madigan names chief executive

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025
... UK. "Madigan Capital is a high-quality team managing institutional grade real estate debt portfolios for sophisticated investors and partners," he said. The new chief executive noted the untapped potential for market growth and further strategy development. ...

Aussie ETF market tipped to hit $300bn in 2025

MATTHEW WAI  |  THURSDAY, 6 MAR 2025
... investors holding ETFs in their portfolio. "ETF investors tend to be younger. However, we are also seeing more sophisticated investors and financial advisors also reap the benefits of ETFs," Ibrahim said. "A growing proportion of high-net-worth individuals ...

Moonfare launches in Australia

KARREN VERGARA  |  FRIDAY, 7 FEB 2025
... management, has established footprints in Australia to target wholesale investors. Local wholesale and sophisticated investors now have access to Moonfare, which offers a digital secondary market for private market funds offered by the likes of KKR ...

CIM Group appoints head of APAC

JAMIE WILLIAMSON  |  TUESDAY, 28 JAN 2025
... of local businesses." Pyzik described her new role as an exciting opportunity. "With a large number of sophisticated investors in the region showing strong demand for alternatives and private markets strategies, CIM Group's capabilities and track record ...

LGT Crestone takes over remainder of Commonwealth Bank's advice business

ANDREW MCKEAN  |  MONDAY, 11 NOV 2024
... validation" of its commitment to building a private wealth business catering to the needs of the "most sophisticated investors in Australia." "This transaction is driven by our shared purpose and values with Commonwealth Private Advice, particularly ...

Non-bank lender sued for dodging Credit Code

JAMIE WILLIAMSON  |  THURSDAY, 31 OCT 2024
... Capital is a private lender that was founded in 2013 and operates two funds which are offered to retail and sophisticated investors, the Oak Capital Mortgage Fund and Oak Capital Wholesale Fund. Filing a case with the Federal Court, ASIC alleges Oak ...

Global Capital Property to be wound up

KARREN VERGARA  |  TUESDAY, 8 OCT 2024
... liquidation, and began providing financial services, including financial advice, in 2017 to retail and sophisticated investors. He was the sole director of UGC, and responsible manager and key person on the AFSL. The flagship fund, GCPF, invested in ...