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Showing 21 - 30 of 189 results for "Sophisticated investors"

Private markets, asset class correlations upending 60-40 portfolio

KARREN VERGARA  |  WEDNESDAY, 17 SEP 2025
The rise of private markets and increasing intra- and inter-fund correlation among asset classes should prompt financial advisers to rethink the traditional 60-40 portfolio. This is according to CI Global Asset Management head of fixed income and private ...

Brandes launches first fund, taps Equity Trustees

KARREN VERGARA  |  FRIDAY, 1 AUG 2025
... has been investing for Australian institutional clients for 25 years and is now setting its sights on sophisticated investors. In April, the San Diego-headquartered fund manager flagged it was taking on the region, having appointed Diya Lowe as its APAC ...

Blue Owl launches fund to sophisticated investors

KARREN VERGARA  |  TUESDAY, 8 JUL 2025
Alternatives fund manager Blue Owl Capital has launched a private credit fund to local investors in partnership with Koda Capital. The Blue Owl Credit Income Fund AUT is a feeder fund targeting financial advisers and their wholesale clients. This is ...

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 ...