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Showing 411 - 420 of 4258 results for "Wholesale"

Centuria launches new wholesale fund

ELIZA BAVIN  |  WEDNESDAY, 22 MAY 2024
Centuria has launched a new single asset fund, the Centuria Halls Head Central Fund, available for wholesale investors. Centuria said the fund provides exposure to a land rich, sub-regional shopping centre occupying a prime position in Mandurah, Western ...

Loomis Sayles brings global bond fund to Australia

ANDREW MCKEAN  |  MONDAY, 20 MAY 2024
... Loomis Sayles & Company, an affiliate of Natixis Investment Managers, has launched its Global Bond Fund for Australian wholesale investors. The fund seeks to provide diversified fixed income opportunities by combining macro themes and a bottom-up approach ...

Sequoia seeks Takeovers Panel intervention

KARREN VERGARA  |  FRIDAY, 17 MAY 2024
... SEQ's adviser number was the 39 advisers who are not licensed to provide personal advice but may provide general and wholesale advice," Crole and Pattison wrote in response. Sequoia had 376 advisers in total as of May 1, with 24 advisers currently ...

Wholesale investor test reform has several ramifications: SIAA

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
Proposed changes to the wholesale investor test potentially have sprawling ramifications for financial advisers and is something some experts say will need to be thoroughly nutted out before the government pushes any reforms over the line. Potentially ...

Bell Financial Group launches Tandem Securities

ANDREW MCKEAN  |  TUESDAY, 14 MAY 2024
Bell Financial Group has today launched Tandem Securities, an end-to-end platform that provides wholesale and institutional clients with trading, clearing, and investment services. Bell Direct chief executive Lee Muco told Financial Standard at the ...

Dexus completes $300m raising

ELIZA BAVIN  |  TUESDAY, 7 MAY 2024
... series of closed-ended funds targeting Australian real estate opportunities. The fund seeks to provide institutional and wholesale investors with enhanced returns through exposure to investments in property repositioning, development, special situations ...

Blue Owl hires from Fidelity for APAC private wealth lead

ELIZA BAVIN  |  TUESDAY, 7 MAY 2024
... president and chief executive of global private wealth. Santer previously served as Fidelity International regional lead for wholesale, alongside his role as head of private banking, wealth and strategic clients. Santer was responsible for the wholesale ...

J.P. Morgan lists new global equity ETF

ANDREW MCKEAN  |  MONDAY, 29 APR 2024
... help investors realise their financial goals and round out their portfolios with conviction," he said. JPMAM head of wholesale for Australia and New Zealand Mark Carlile said with inflation starting to cool and market expectations of a soft or no landing ...

AFM Investment Partners brings new feeder fund to Australia

ELIZA BAVIN  |  MONDAY, 29 APR 2024
... European real assets along the renewable energy production value chain and green hydrogen opportunities. Open to Australian wholesale investors, the renewable energy fund is targeting investments in solar and wind projects across Europe and the energy ...

First Sentier axes investment units, AUM takes $14bn hit

KARREN VERGARA  |  TUESDAY, 23 APR 2024
... Investors. Last year, FSI lost $12 billion of client money invested across several managed funds. The First Sentier Wholesale Imputation Fund, which took the biggest hit, recorded a net return of -2.5% in the year to March 2023, while its benchmark reported ...