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Showing 591 - 600 of 4203 results for "Wholesale"

Partners Wealth appoints private wealth lead

JAMIE WILLIAMSON  |  MONDAY, 23 MAY 2022
... bringing within him about 25 years' experience across funds management and family offices. He will oversee the group's wholesale investment arm, working with investment banks, institutions, and family offices. Most recently, Lally was investment director ...

GQG Partners expands Australian team

ANDREW MCKEAN  |  WEDNESDAY, 18 MAY 2022
... Victorian state chair of the Association of Financial Advisers (AFA). On the new appointments, GQG Partners director of wholesale markets Daniel Bullock said Jenkins' diverse industry knowledge and experience across product development and distribution ...

Former adviser sentenced over dishonesty

JAMIE WILLIAMSON  |  TUESDAY, 17 MAY 2022
... time, he was an authorised representative of Libertas Financial Planning. Nesseim was accused of providing three forged wholesale client certificates to ASIC "in an attempt to influence and ASIC officer that they were genuine documents relevant to ASIC's ...

Fidelity appoints sales manager

JAMIE WILLIAMSON  |  TUESDAY, 17 MAY 2022
... development manager for the last four years. Lucas will be based in Brisbane and report directly to head of Fidelity's wholesale sales Simon Glazier. Lucas' experience and industry connections, particularly in the Queensland market where he has worked ...

AXA IM adds to ESG fund suite

RACHEL ALEMBAKIS  |  MONDAY, 16 MAY 2022
... Australian market. The AXA IM Global Green Bond Fund and the AXA IM Clean Economy Equity Fund are designed to offer wholesale investors access to sustainable portfolios. They join AXA IM's flagship Sustainable Equity Fund, which was launched in Australia ...

Franklin Templeton hires sales director

JAMIE WILLIAMSON  |  THURSDAY, 12 MAY 2022
... sales, a sizeable chunk of which was spent in distribution at PineBridge Investments where he served as vice president, wholesale and private wealth. Walsh said the company is delighted to have someone of Bowen's calibre on the team. "He is a great fit ...

Pendal sees profits rise, to focus on costs

JAMIE WILLIAMSON  |  TUESDAY, 10 MAY 2022
... Providing an outlook, Pendal said its key strategic priorities include capitalising on its expanded US institutional and wholesale footprint, building its presence in Continental Europe, strengthening ESG integration in its products, and migrating its ...

Aura, Montgomery ink distribution deal

JAMIE WILLIAMSON  |  FRIDAY, 6 MAY 2022
... will now distribute the Aura High Yield SME Fund on behalf of Aura Funds Management. The fund, which will be offered to wholesale investors, is a diversified portfolio of SME loans, 36% of which are in the agricultural sector. The weighted average loan ...

Pallas Capital adds key distribution role

JAMIE WILLIAMSON  |  WEDNESDAY, 4 MAY 2022
... distribution roles at Colonial First State. At Pallas, King will be responsible for distributing the firm's fund to wholesale intermediaries and financial advisers. The role is part of the business' continuing growth strategy, King told Financial Standard. ...

Warakirri adds winery to fund

CHLOE WALKER  |  TUESDAY, 3 MAY 2022
... Diversified Agriculture Fund (Fund). The fund, which has now deployed more than $80 million with capital commitments from wholesale investors across family offices, charities, advisory groups, and superannuation funds, provides investors access to a ...