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Showing 51 - 60 of 4252 results for "Wholesale"

Bell Asset Management launches small-caps fund

KARREN VERGARA  |  TUESDAY, 23 JUN 2026
... assets of about $3.6 billion at the end of September 2025, according to Rainmaker Information, spanning institutional, wholesale and retail channels.

KeyInvest unveils new investment platform, awards mandate

MATTHEW WAI  |  MONDAY, 22 JUN 2026
... ranging from private credit to global equities. The KeyInvest Managed Investments (KIMI) platform provides advisers and wholesale investors access to specialist strategies, with the first offering focusing on private credit. The KeyInvest Senior Debt ...

Frontier awards custody mandate for ICIO offering

ELIZA BAVIN  |  THURSDAY, 18 JUN 2026
... operating model. The ICIO service will deliver investment advice and portfolio management capability through a scalable wholesale managed discretionary account (MDA) structure designed to support multiple underlying clients. Ironbark will be the MDA ...

FinCap launches private markets platform targeting wholesale investors

VINNY VUCAGO  |  THURSDAY, 18 JUN 2026
Private markets specialist FinCap has launched a managed account platform designed to broaden wholesale investor access to institutional grade private market opportunities, as demand for alternatives continues to grow. The FinCap Private Markets Platform ...

U Ethical appoints distribution lead

VINNY VUCAGO  |  WEDNESDAY, 17 JUN 2026
... Jollie's appointment would help accelerate its growth strategy and expand its reach across Australia's institutional and wholesale investors markets, with the manager overseeing approximately $1.5 billion in funds under management.

Financial services investment leaders celebrated

STAFF WRITER  |  FRIDAY, 12 JUN 2026
... Macquarie Income Opportunities Fund, and took out the top gong for Investment Manager of the Year. MLC won for its MLC Wholesale Horizon 1 Bond Portfolio, MLC MultiActive Balanced and MLC MultiActive Growth funds. MLC's Antares also won the Equity ...

Otivo launches AI-powered financial advice

MATTHEW WAI  |  THURSDAY, 4 JUN 2026
... February, Otivo completed its partnership with Colonial First State across its FirstChoice Employer and FirstChoice Wholesale Super and Pension products, as the super fund made the switch to offering the capability in house with the launch of Super A ...

Munro expands access to climate focused fund

VINNY VUCAGO  |  THURSDAY, 4 JUN 2026
... clean energy, clean transportation, the circular economy and energy efficiency. The strategy was initially launched as a wholesale fund in New Zealand in March 2025 through a partnership between GSFM and Munro Partners. Since launch, it has grown to ...

Brookfield accelerates infrastructure strategy in Australia

VINNY VUCAGO  |  WEDNESDAY, 3 JUN 2026
... expanded its private wealth offering in Australia with the launch of an infrastructure income fund designed to provide wholesale investors access to the assets manager's global private infrastructure portfolio. The Brookfield Infrastructure Income ...

J.P. Morgan AM awarded fresh portfolio structuring mandate

MATTHEW WAI  |  TUESDAY, 2 JUN 2026
... costs or client capital gains tax (CGT) when implementing asset allocation recommendations. Commenting, JPMAM head of wholesale Mark Carlile said the mandate underscores its expertise in structuring and customising portfolios through the tailored solution. ...