Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 411 - 420 of 4202 results for "Wholesale"

Will HNW firms re-enter retail advice?

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2023
... 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' ...

PGIM executive quits after less than two years

ELIZABETH FRY  |  FRIDAY, 27 OCT 2023
... ago and is currently on gardening leave. Price arrived at PGIM after 17 years at Macquarie Asset Management as head of wholesale distribution. He was hired as part of the firm's overall effort to tap into Australia's wealth and wholesale market. ...

Dexus launches new opportunities fund

CASSANDRA BALDINI  |  TUESDAY, 24 OCT 2023
A second closed-ended opportunity fund from Dexus will provide wholesale investors with exposure to investments in property repositioning, development, special situations, and credit opportunities. Dexus Real Estate Partnership 2 (DREP2) follows the ...

CrowdProperty opens to retail investors

CHLOE WALKER  |  MONDAY, 23 OCT 2023
Previously limited to wholesale and institutional investors, residential real estate debt investment platform CrowdProperty Australia is now accessible to everyday investors. CrowdProperty, which has operated in Australia since 2021, matches investor ...

Three actively managed funds shutter

KARREN VERGARA  |  FRIDAY, 20 OCT 2023
... including reinvestments or regular savings plans from existing investors, as well as all redemptions. BlackRock's Wholesale Australian Share Fund began the wind-up process on October 12. It also strived to outperform the S&P/ASX 300 Accumulation ...

Netwealth to distribute private markets offering

ANDREW MCKEAN  |  THURSDAY, 19 OCT 2023
... platform iCapital, broadening access to global private credit markets and hedge funds for financial advice firms and their wholesale clients in Australia. Netwealth managing director Matt Heine said that the partnership with iCapital will provide a unique ...

Fidelity finds key barriers in Australian estate planning

ANDREW MCKEAN  |  WEDNESDAY, 18 OCT 2023
... argues financial advisers are ideally placed to address. At the report launch on Tuesday, Fidelity International head of wholesale sales Simon Glazier explained: "As many as one in two are only somewhat or not confident at all they know how to ensure ...

KeyInvest, Mantis Funds launch investment bond offering

CHLOE WALKER  |  WEDNESDAY, 18 OCT 2023
... distribution and operations platform. "We are very pleased to be working with KeyInvest to help educate a new generation of wholesale investors and their trusted advisors on the benefits of investment bonds," Mantis Funds partner and head of distribution ...

ISPT to offload retail, office properties

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2023
... positive investor interest." The fund is currently invested in more than 80 properties and is Australia's largest wholesale property fund.

GQG adds local sales staffer

ELIZABETH FRY  |  FRIDAY, 13 OCT 2023
The Florida-based boutique investment manager continues to grow its wholesale footprint by hiring more distribution people in Australia. GQG Partners has appointed Daniel Pantè as associate director of business development to help look after Victorian ...