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

Search Results

Showing 31 - 40 of 394 results for "Wholesale investors"

CFS taps JPMAM for private equity push

KARREN VERGARA  |  WEDNESDAY, 6 AUG 2025
... forces with Commonwealth Private to launch Private Wealth Advantage, a self-directed investment option for wholesale investors. Private Wealth Advantage is a multi-asset class wealth offering that includes managed accounts, managed funds, alternatives ...

Commonwealth Private, JPMAM launch Private Wealth Advantage

KARREN VERGARA  |  TUESDAY, 5 AUG 2025
... Morgan Asset Management (JPMAM) to launch Private Wealth Advantage, a self-directed investment option for wholesale investors. Private Wealth Advantage is a multi-asset class wealth offering that includes managed accounts, managed funds, alternatives ...

Brandes launches first fund, taps Equity Trustees

KARREN VERGARA  |  FRIDAY, 1 AUG 2025
... diverse global equity securities based in different regions and sectors, targeting Australian institutional and wholesale investors. Founded in 1974, Brandes employs Benjamin Graham's value investing approach. It also invests in fixed income. The fund ...

Federated Hermes 'not far away' from launching Australian wholesale products

MATTHEW WAI  |  THURSDAY, 24 JUL 2025
... firm is actively looking to launch a product - tipping towards retirement income - exclusively for Australian wholesale investors after a year of assessment. "There's a large, deep, sophisticated wholesale market [in Australia] and it's something ...

ASIC targets advisers, platforms, research houses in super switching scams

KARREN VERGARA  |  THURSDAY, 3 JUL 2025
... investors invested $160 million into Australian Fiduciaries. Meanwhile, ISG received $145 million from retail and wholesale investors since 2019. In many of the cases, members conduct a super health check online and submit their personal details and ...

Desktop Broker to deliver direct indexing via partnership

MATTHEW WAI  |  THURSDAY, 26 JUN 2025
... deliver direct indexing capabilities and institutional-grade ETF model portfolios to financial advisers and wholesale investors. With direct indexing, investors have direct ownership of their assets through personalised, tax and cost-effective, diversified ...

Airlie calls time on Concentrated Share Fund

KARREN VERGARA  |  FRIDAY, 20 JUN 2025
... June 24. Incepted on 6 November 2012, the fund invested in Australian-listed companies and was available to wholesale investors only. The fund is benchmarked to the S&P/ASX 300 Accumulation Index and carries a management fee of 0.95% per annum. It required ...

RQI Investors launches new strategy with UniSuper backing

MATTHEW WAI  |  TUESDAY, 17 JUN 2025
... manager. The RQI Australian Diversified Alpha Long Short Fund has been introduced for institutional and select wholesale investors, receiving a $500 million seed investment from UniSuper. The RQI Australian Diversified Alpha Long Short Fund invests in ...

Bentham adds to distribution team

ELIZABETH FRY  |  THURSDAY, 12 JUN 2025
... portfolios. The investment chief said Bentham manages a suite of credit-focused strategies for institutional and wholesale investors, with a commitment to delivering income and capital stability through global credit market cycles. The founders of Bentham ...

State Street's plan for power, product, partnerships

ANDREW MCKEAN  |  TUESDAY, 10 JUN 2025
... which he said explores " the right balance " of complexity, liquidity, and transparency for retail and smaller wholesale investors. "That's a dynamic environment that we're watching very closely. It's an area where there can be a combined ...