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Showing 401 - 410 of 4258 results for "Wholesale"

Regal Partners acquires Merricks Capital

ELIZA BAVIN  |  MONDAY, 3 JUN 2024
... approximately $2.9 billion in capital across three dedicated funds and a number of co-investment vehicles for a broad range of wholesale wealth management firms, institutional clients and family offices. The acquisition will cost Regal approximately ...

Brighter Super seeks fund managers for $500m mandate

KARREN VERGARA  |  FRIDAY, 31 MAY 2024
... in the Western Downs and South Burnett underpins goals to help with the energy transition. An allocation in the Dexus Wholesale Property Fund backs the $2.5 billion Waterfront Brisbane project in the city's CBD. Farrar said the fund is focused on growing ...

Brookfield Oaktree to further democratise alternatives in Australia

ANDREW MCKEAN  |  TUESDAY, 28 MAY 2024
... different access points for wealth investors, whether they're ultra-high-net-worth individuals, family offices, or wholesale investors needing more liquidity. "We saw institutions rapidly ramp up their allocations into alternatives from zero to 15-20-25% ...

abrdn global chief executive steps down

KARREN VERGARA  |  MONDAY, 27 MAY 2024
... Australia Brett Jolie leaving. It currently operates institutional strategies in Australia, having offloaded most of its wholesale business to SG Hiscock. On Bird's departure, abrdn global chair Douglas Flint commented that adapting the inherited ...

GSFM to distribute new strategy in Australia

ANDREW MCKEAN  |  MONDAY, 27 MAY 2024
... billion listed European small and mid-cap strategy (EQMC) to Australia. The strategy will be available to institutional, wholesale, and family office investors. GSFM chief executive Damien McIntyre told Financial Standard that it chose to partner with ...

Principal Finisterre launches new debt fund

ELIZA BAVIN  |  MONDAY, 27 MAY 2024
... Principal Finisterre has launched a new emerging markets debt total return strategy to Australian institutional and wholesale investors. The fund aims to capitalise on the increased interest in emerging market debt (EMD). Principal said the strategy's ...

HMC Capital scoops up Payton Capital

ANDREW MCKEAN  |  FRIDAY, 24 MAY 2024
... record. HMC also identified an opportunity to institutionalise Payton's platform and investor base, currently dominated by wholesale investors, and significantly increase its market share in the booming commercial real estate private credit sector, which ...

Major themes to watch in the ETF space

ELIZA BAVIN  |  THURSDAY, 23 MAY 2024
... looking at the picks and shovels that go into the build of that infrastructure." J.P. Morgan Asset Management head of wholesale in Australia and New Zealand Mark Carlile said he has seen investors moving away from mutual funds and into ETFs. "That is ...

UK forewarns Australia on wholesale test changes

KARREN VERGARA  |  THURSDAY, 23 MAY 2024
... high-net-worth investor (HNWI) tests, the UK serves as a cautionary tale for Australia as it mulls overhauling its own wholesale investor thresholds. The UK government introduced new HNWI and sophisticated investor definitions on January 31 which raised ...

ASIC cancels Everest Asset Management's AFSL

KARREN VERGARA  |  WEDNESDAY, 22 MAY 2024
... management firm linked to a massive money-laundering operations. Everest Asset Management, which was licensed to service wholesale clients, will no longer be operational. ASIC said it revoked the AFSL because Everest failed to prepare and lodge the required ...