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Showing 21 - 30 of 161 results for "Sophisticated investors"

Another Aussie mandate for Apex Group

CHLOE WALKER  |  WEDNESDAY, 29 MAR 2023
... co-founder Richard McDougall said the group is pleased to be working with Apex Group to offer wholesale and sophisticated investors its after-tax focused systematic investment strategy through the Hamilton12 Australian Shares Income Fund. "Apex Group's ...

Pengana establishes capital markets arm, hires

CASSANDRA BALDINI  |  MONDAY, 20 FEB 2023
... Schofield will be the managing director of the new Pengana Capital Markets division which aims to connect sophisticated investors including wholesale, institutional, and family offices with bespoke investment opportunities. Prior to joining Pengana ...

Equity Trustees celebrates new mandate

CHLOE WALKER  |  TUESDAY, 23 AUG 2022
... range of companies here and in the region and passing the income generated from these loans to our core sophisticated investors," TCP managing director Peter Szekely said. Meanwhile, Equity Trustees executive general manager, corporate trustee services ...

Mantis adds Zerocap crypto fund

ELIZABETH MCARTHUR  |  WEDNESDAY, 6 APR 2022
... building momentum, the potential store of value benefits of cryptocurrencies are more topical than ever for sophisticated investors against the current macro backdrop," Mantis head of distribution Damien Hatfield said. "Clients have been asking Mantis ...

New digital asset fund launched

STAFF WRITER  |  WEDNESDAY, 2 MAR 2022
Balmoral Digital has launched a new digital assets fund for wholesale and sophisticated investors. The new fund is managed by Balmoral Digital founders and portfolio managers Angus Crennan and Jesse Smythe and offers an alternative for investors as ...

FPA pushes for advice law simplification

KARREN VERGARA  |  WEDNESDAY, 2 MAR 2022
... 'financial coach', 'financial mentor' and 'financial guru' should also be reviewed. For sophisticated investors, the FPA wants the law to revise the test for this client base via increasing the dollar-value threshold, factoring ...

Mingshi Investment Management to launch local offering

JAMIE WILLIAMSON  |  THURSDAY, 24 FEB 2022
... manager has been handed an AFSL as it looks to roll out two local China-A shares funds for institutional and sophisticated investors. Following the opening of its Sydney office last month, Mingshi Investment Management has been granted an AFSL. Plans ...

Netwealth tops platform ratings

CHLOE WALKER  |  MONDAY, 21 FEB 2022
... front-end, Investment Trends said. The report also shows platforms have enhanced their ability to identify sophisticated investors, strengthened their product offering and upgraded their reporting tools, it said. Investment Trends chief executive Sarah ...

Zerocap unveils new bitcoin fund

CHLOE WALKER  |  TUESDAY, 15 FEB 2022
... benefits that the asset class offers to a portfolio approach to investing. "The problem affecting many sophisticated investors is how do you place a volatile instrument into a portfolio to gain its intrinsic non-correlation and return benefits, without ...

Nucleus Wealth adds director

ELIZABETH MCARTHUR  |  MONDAY, 14 FEB 2022
... access quality and customisable investment management, similar to the way in which high-net-worth and sophisticated investors are able to access it, this is done by using technology to control costs and ensuring that our efforts are spent on the real ...