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Showing 21 - 30 of 170 results for "Wholesale clients"

FAAA calls for other sectors to help pay $67m CSLR bill

ELIZA BAVIN  |  WEDNESDAY, 3 SEP 2025
... effectively against entities and other parties to minimise losses where they're occurring or likely to occur. It said wholesale clients should be excluded from the scheme, and any claims should be based purely on capital loss. "We are still of the strong ...

Ares launches wholesale infrastructure fund

ELIZA BAVIN  |  TUESDAY, 19 AUG 2025
... and New Zealand following the December 2024 introduction of Ares Private Markets Fund (AUT), which provides wholesale clients in Australia access to Ares Private Markets Fund. Ares also previously launched the Ares Global Credit Income Fund and Ares ...

Pinnacle backs private markets managed accounts

ELIZA BAVIN  |  WEDNESDAY, 30 JUL 2025
... support the launch of a private assets managed accounts platform for Australian financial advisers and their wholesale clients. The platform is designed to offer wholesale and professional investors institutional-quality access to private market investments ...

Blue Owl launches fund to sophisticated investors

KARREN VERGARA  |  TUESDAY, 8 JUL 2025
... with Koda Capital. The Blue Owl Credit Income Fund AUT is a feeder fund targeting financial advisers and their wholesale clients. This is the first strategy Blue Owl has launched for local investors since it began building out its presence in Australia ...

ASIC funding levy to charge advisers $46.2m

KARREN VERGARA  |  FRIDAY, 4 JUL 2025
... products but are not relevant financial products will pay $44,000. Licensees that provide personal advice to wholesale clients only, in which there are 1991, will pay $16 million and pay a flat levy of $825. In budgeting the $39.3 billion FY25 levy ...

iCapital hires Insignia exec to open office

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
... platform NetWealth to distribute global private market and hedge fund investments to financial advisers and their wholesale clients. The company's expansion comes as its assets under management hit $200 billion globally last year, with about half ...

Active Super PM opens asset consultant

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
Active Super senior portfolio manager Ken Pholsena has launched an asset consultancy to help wholesale clients fine-tune their investment strategies across multiple asset classes. Pholsena spent 16 years at Active Super and its predecessor the Local ...

Binance Labs becomes a family office

KARREN VERGARA  |  TUESDAY, 28 JAN 2025
... court alleging it denied more than 500 retail clients important consumer protections by misclassifying them as wholesale clients. ASIC alleges from 7 July 2022 to 21 April 2023, Binance offered crypto derivative products to 505 Australian retail investors ...

Natixis, Generali merger creates $3.2tn fund manager

KARREN VERGARA  |  WEDNESDAY, 22 JAN 2025
... others (14%). Insurers and pension funds hold 61% of AUM, while institutional investors have 14% and retail and wholesale clients represent 25%. The new entity is expected to be the ninth largest fund manager globally based on AUM. The transaction is ...

GAM boosts local sales team

ELIZABETH FRY  |  THURSDAY, 16 JAN 2025
... director for Australia and New Zealand, GAM Investments has hired a new business development manager to look after wholesale clients. Reporting directly to Finnell, Malcolm Kazal brings with him years of experience in private markets within the high ...