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Showing 421 - 430 of 1279 results for "Retail investor"

Nikko insto sales lead joins $53bn manager

HARRISON WORLEY  |  WEDNESDAY, 7 AUG 2019
A $53 billion global asset manager will welcome Nikko Asset Management's head of Australian distribution to lead its new local office. Eddy Schipper will join Epoch Investment Partners as managing director, in a newly created role encompassing client ...

Pinnacle profits up 32%

KANIKA SOOD  |  TUESDAY, 6 AUG 2019
Pinnacle Investment Management profits jumped 32% to the year ending June with Firetrail accounting for most of the net institutional inflows across its 13 affiliates. The ASX-listed business, which takes stakes in boutique investment firms and offers ...

Boutique manager hires investment banking expert

KARREN VERGARA  |  THURSDAY, 1 AUG 2019
The former managing director of RBC Capital Markets has left to join an alternatives asset manager with $4.6 billion of funds under management. Metrics Credit Partners has hired Hamish Mitchell as investment director to lead its loan origination activities ...

Private equity fund raising $300m

KANIKA SOOD  |  WEDNESDAY, 31 JUL 2019
A Sydney-based fund is raising $300 million from instos, family offices and retail investors to further its investments in private equity, renewable energy and real estate. Federation Asset Management chair Greg Bundy, who was previously Merrill Lynch ...

Super fund invests through RateSetter

ELIZABETH MCARTHUR  |  TUESDAY, 16 JUL 2019
A superannuation fund has invested in renewable energy loans via peer-to-peer lender marketplace RateSetter. Future Super is investing $200,000 through the RateSetter platform to specifically fund renewable energy loans. RateSetter is a peer-to-peer ...

Small caps boutique shuts doors

KANIKA SOOD  |  WEDNESDAY, 10 JUL 2019
A Sydney small caps manager set up by telco entrepreneur James Spenceley has shut down its only fund after it failed to swell funds under management. Mhor Asset Management kicked off in August 2016 with the former Vocus chief executive joining forces ...

Clime ramps up private wealth

KANIKA SOOD  |  TUESDAY, 2 JUL 2019
Clime Investment Management is looking to hire more financial advisers, expand its investment offering and potentially acquire advice books as it builds out its private wealth business. The 23-year-old firm managed $887 million at March end. It has ...

Downgrade follows fund manager YouTube apology

ELIZABETH MCARTHUR  |  FRIDAY, 7 JUN 2019
Morningstar has downgraded a hedge fund facing liquidity issues. The move follows a sombre apology to investors from the fund manager delivered via YouTube. Neil Woodford issued a YouTube apology to investors whose money is currently frozen in Woodford ...

SEC adopts retail investor protection package

KARREN VERGARA  |  THURSDAY, 6 JUN 2019
The US Securities and Exchange Commission has adopted a package of fiduciary rules to protect retail investors from financial advisers who put their self-interests first. Under the new rules called Regulation Best Interest and Form CRS Relationship ...

Fund manager buys into Morphic AM

KARREN VERGARA  |  MONDAY, 3 JUN 2019
A specialist equity and alternatives fund manager has acquired an undisclosed stake in Morphic Asset Management. Ellerston Capital gained a controlling interest in global equities manager Morphic, which will now become an Ellerston subsidiary. Morphic ...