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Showing 51 - 60 of 186 results for "Sophisticated investors"

FPA pushes for advice law simplification

KARREN VERGARA  |  WEDNESDAY, 2 MAR 2022
... 'financial coach', 'financial mentor' and 'financial guru' should also be reviewed. For sophisticated investors, the FPA wants the law to revise the test for this client base via increasing the dollar-value threshold, factoring ...

Mingshi Investment Management to launch local offering

JAMIE WILLIAMSON  |  THURSDAY, 24 FEB 2022
... manager has been handed an AFSL as it looks to roll out two local China-A shares funds for institutional and sophisticated investors. Following the opening of its Sydney office last month, Mingshi Investment Management has been granted an AFSL. Plans ...

Netwealth tops platform ratings

CHLOE WALKER  |  MONDAY, 21 FEB 2022
... front-end, Investment Trends said. The report also shows platforms have enhanced their ability to identify sophisticated investors, strengthened their product offering and upgraded their reporting tools, it said. Investment Trends chief executive Sarah ...

Zerocap unveils new bitcoin fund

CHLOE WALKER  |  TUESDAY, 15 FEB 2022
... benefits that the asset class offers to a portfolio approach to investing. "The problem affecting many sophisticated investors is how do you place a volatile instrument into a portfolio to gain its intrinsic non-correlation and return benefits, without ...

Nucleus Wealth adds director

ELIZABETH MCARTHUR  |  MONDAY, 14 FEB 2022
... access quality and customisable investment management, similar to the way in which high-net-worth and sophisticated investors are able to access it, this is done by using technology to control costs and ensuring that our efforts are spent on the real ...

DomaCom hits $100m in FUM

CHLOE WALKER  |  FRIDAY, 14 JAN 2022
... over the past few years it has diversified, now offering investment in areas previously only available to sophisticated investors. DomaCom has expanded its offering to investors, providing access to a range of commercial property opportunities, rural ...

Tiger Global to launch technology fund

JAMIE WILLIAMSON  |  MONDAY, 27 SEP 2021
The US-based hedge fund is gearing up to introduce a technology fund for local wholesale and sophisticated investors. The Global Technology Fund XV, a special purpose vehicle, will invest directly in Tiger Global Private Investment Partners XV, known ...

CBRE Global Investors announces rebrand

ANNABELLE DICKSON  |  THURSDAY, 23 SEP 2021
... year, UBS added a fund from CBRE Clarion to its lineup that invests in listed and unlisted real assets for sophisticated investors in Australia. The UBS CBRE Global Real Assets Fund has a fund-of-fund structure and invests in existing vehicles from infrastructure ...

Fiducian expands NZ footprint

JAMIE WILLIAMSON  |  WEDNESDAY, 8 SEP 2021
... KiwiSaver scheme. The six funds have been added to the KiwiWRAP KiwiSaver Scheme, which is a scheme for sophisticated investors looking to customize their investments and tailor their portfolios to their specific needs. Investors will now have access ...

HGL relaunches fund to wholesale investors

KARREN VERGARA  |  THURSDAY, 2 SEP 2021
... a recent acquisition, Hancock & Gore (HGL) will relaunch Supervised Investments' fund to wholesale and sophisticated investors. The Supervised Fund, launched by Supervised Investments in November 2007, will rebrand to the H&G High Conviction Fund. The ...