Search Results | Showing 401 - 410 of 4201 results for "Wholesale" |
| | | ... they need to hedge 100% of their exposure and manage it on an ongoing basis," Rochford said. The fund is designed for wholesale investors with USD-denominated assets to protect valuations against a rising AUD. Selling USD against the AUD via foreign ... |
| | | | ... to offer investors the opportunity to diversify into the private debt market. The joint venture will initially engage wholesale investors and family offices, with private debt secured by residential real estate and industrial sites across the Eastern ... |
| | | | ... included in the draft legislation. The recommendation that clients be required to give informed consent to be treated as wholesale clients is also missing. "FAAA members and their clients are looking forward to the certainty that this legislation will ... |
| | | | ... "evergreen solution" designed to democratise access to asset classes - previously exclusive to institutional investors - to wholesale clients. The asset manager's local chief executive Andrew Creber told Financial Standard that the firm has witnessed ... |
| | | | ... Prime Value Asset Management co-founder and chief executive Yak Yong Quek said retirement villages were attractive for wholesale and high-net-worth investors, and family offices seeking alternative assets. "The retirement living sector has grown significantly ... |
| | | | ... relevant financial products to retail clients to pay $47,593,147 in total. Licensees that provide personal advice to only wholesale clients will pay $176,202, while those that provide only general advice to retail clients or wholesale clients will be ... |
| | | | ... Oztures Trading, which traded as Binance Australia Derivatives, due to its incorrect classification of retail clients as wholesale clients. This was paid in two tranches, first in May and June 2023 and then in September 2023. The further $4.3 million ... |
| | | | ... continue to build our local presence across factor investing and multi-asset strategies in both the institutional and wholesale channels." Prior to NTAM, Bennett spent 14 years at Russell Investments in a range of roles, including leading global quantitative ... |
| | | | ... Further, Vijay Srinivasan, who held the role of national key account manager since 2021, has been appointed as head of wholesale distribution. Srinivasan has worked across sales and distribution for over 20 years, including at Colonial First State, BlackRock ... |
| | | | ... producing documents that are engaging and "actually communicates with clients what they need to know - whether they are wholesale or a retail client". The firm is anticipating a large intergenerational wealth transfer that will require advisers' ... |
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