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Showing 451 - 460 of 4258 results for "Wholesale"

J.P. Morgan lists fixed income ETFs

CHLOE WALKER  |  FRIDAY, 8 DEC 2023
... end of their hiking cycles, this is generally a favourable environment for quality fixed income assets, JPMAM head of wholesale Australia and New Zealand Mark Carlile said. "An active ETF focused on high quality bonds, JPGB invests at least 80% in investment ...

Private markets make concrete inroads with advisers

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2023
... private market investment opportunities". In October, it partnered with iCapital to provide advisers access to global wholesale managed funds investing in private credit and hedge funds. Charles Badenach, principal and private client adviser at Main ...

Spatium Capital selects trustee, administrator for small caps fund

CASSANDRA BALDINI  |  TUESDAY, 28 NOV 2023
... received an undisclosed investment from Singaporean wealth manager Conduit Group (Conduit) for its SSCF. SSCF operates as a wholesale unit trust, actively managing a portfolio of approximately 25 to 40 listed companies. The fund typically engages in ...

Maple-Brown Abbott loses sales head

ELIZABETH FRY  |  FRIDAY, 24 NOV 2023
... Maple-Brown Abbott promoted Simon Beram to head of institutional and research relationships, Vijay Srinivasan to head of wholesale distribution Before arriving at Maple-Brown Abbott in early 2020, Hodnett held senior distribution and sales roles at Pinnacle ...

AFCA tightens wholesale investor remit

KARREN VERGARA  |  FRIDAY, 17 NOV 2023
It may be tougher for wholesale investors looking to the Australian Financial Complaints Authority to help resolve a dispute as the authority tightens its rules on how it assesses their complaints. AFCA will shortly update its operational guidelines ...

ASIC strips institutional broker's AFSL

ANDREW MCKEAN  |  THURSDAY, 16 NOV 2023
... institutional broker, formerly authorised to provide financial product advice and custodial services to both retail and wholesale clients, retains the right to seek a review of ASIC's decision through the Administrative Appeals Tribunal. Meanwhile, First ...

Institutional investor tips $30m into new Mantis offer

CHLOE WALKER  |  THURSDAY, 16 NOV 2023
... the wealth manager's asset allocation with little bona fide hedge fund product choice. The unit trust is available to wholesale clients in Australia and wholesale investors in New Zealand only, with Equity Trustees as the responsible entity. The unit ...

Currency hedging solution launched for managed accounts

JAMIE WILLIAMSON  |  WEDNESDAY, 15 NOV 2023
... 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 ...

Msquared Capital bolsters local team

CHLOE WALKER  |  TUESDAY, 14 NOV 2023
... 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 ...

Treasury unveils advice reforms draft legislation

KARREN VERGARA  |  TUESDAY, 14 NOV 2023
... 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 ...