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Showing 441 - 450 of 4258 results for "Wholesale"

J.P. Morgan Asset Management enhances adviser portal

JAMIE WILLIAMSON  |  THURSDAY, 8 FEB 2024
... tools and insights that would give them an edge and support them in their discussions with their clients," JPMAM head of wholesale Australia and New Zealand Mark Carlile said. "Our Adviser Portal and in particular dPI allows advisers to compare multiple ...

MA Financial buys $96m hotel to seed fund

CHLOE WALKER  |  TUESDAY, 6 FEB 2024
... estate group Hiap Hoe Limited. The acquisition of the hotel seeds the new MA Accommodation Hotel Fund, an open-ended wholesale fund targeting accommodation hotel assets. It aims to provide investors with both a robust distribution income stream, targeting ...

JPMAM partners with NZ wealth firm

KARREN VERGARA  |  TUESDAY, 30 JAN 2024
... Craigs Investment Partners (CIP), a high-net-worth advisory firm that also provides investment banking, research, and wholesale broking services, has signed a Memorandum of Understanding (MOU) with the global wealth manager. The deal includes JPMAM offering ...

Perennial Partners names institutional sales director

ELIZABETH FRY  |  TUESDAY, 30 JAN 2024
... fixed interest and private markets. He also spent over eight years at Vanguard Australia working in institutional and wholesale distribution sales roles. Before Vanguard, Elhage held roles with AXA and Advance Asset Management, which eventually became ...

UBS welcomes head of wholesale

CHLOE WALKER  |  THURSDAY, 25 JAN 2024
Thira Ngoeun has been appointed as UBS Asset Management's head of wholesale client coverage, Australia. Ngoeun joins from BNP Paribas Asset Management where he was head of wholesale distribution at BNP Paribas, Australia and New Zealand. In his new ...

Advice group awards mandate to JANA

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2024
... JANA's institutional quality advice and scale to find best in class investment opportunities for their retail and wholesale clients."

Penta Capital fined for fabricated FUM

KARREN VERGARA  |  MONDAY, 22 JAN 2024
... Capital boasted on its website between May 2022 and February 2023 that it managed $6.9 billion on behalf of retail, wholesale, and institutional investors. It also claimed that $350 million in assets were under its management and that it has been operating ...

JPMAM to bring more alts strategies to wholesale investors

JAMIE WILLIAMSON  |  TUESDAY, 12 DEC 2023
Local wholesale investors will have greater access to alternative investments thanks to a new partnership between J.P. Morgan Asset Management and iCapital. JPMAM said the new union demonstrates its global strategic priority to democratise alternatives ...

Fidelity retirement specialist exits

ELIZABETH FRY  |  FRIDAY, 8 DEC 2023
... Dinham worked with Fidelity's investment teams to develop new solutions to meet the current and future needs of wholesale and institutional clients in Australia. At this time, Fidelity will not be recruiting for a replacement. It is understood that ...

GSFM to distribute Access Capital Partners offering to HNWs

CHLOE WALKER  |  FRIDAY, 8 DEC 2023
... looking forward to working with the GSFM team as we bring our European-focused investments to Australian institutional and wholesale investors and family offices." UBS' latest Year Ahead 2024 report said it expects 3% growth from European countries in ...