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Showing 51 - 60 of 4196 results for "Wholesale"

Silvercrest AM expands into Australia, launches fund

ELIZA BAVIN  |  TUESDAY, 3 MAR 2026
... APAC consultant relations and business development and the launch of the Silvercrest Global Value Opportunity Fund for wholesale clients. Christina Manonian has taken on the new role and will be based in Melbourne. The Australian launch marks the latest ...

Metrics hires Allianz deputy CIO

ELIZABETH FRY  |  THURSDAY, 26 FEB 2026
... lead its distribution strategy. Brandon Roddis will focus on strengthening investor partnerships across institutional, wholesale and retail markets, while continuing to build a disciplined, scalable business. Metrics chief executive Andrew Lockhart said ...

Equity Trustees lands new mandate

ELIZA BAVIN  |  THURSDAY, 26 FEB 2026
... appointed Responsible Entity for the new River Capital High Conviction Fund. The fund, available to institutional and wholesale investors directly, and to retail investors via platforms, provides access to a focused portfolio of typically 15 to 20 high-quality ...

Generation Life expands investment menu

RIDDHIMA TALWANI  |  THURSDAY, 26 FEB 2026
... with the evolving needs of investors and financial advisers," he added. The private market strategies includes the MPC Wholesale Investments Fund managed by Metrics Credit Partners, which provides private credit exposure through income-generating lending ...

CFS cuts ties with Otivo, launches own super advice

KARREN VERGARA  |  WEDNESDAY, 25 FEB 2026
... February 23, the Otivo digital advice service is no longer available across the FirstChoice Employer and FirstChoice Wholesale Super and Pension products. Taking its place is Super Advice, which is free to members, offering simple, tailored guidance ...

Channel Capital launches credit fund for wholesale investors

ELIZA BAVIN  |  TUESDAY, 24 FEB 2026
... Capital has collaborated with Wellington Management to bring the CC Wellington Multi-Sector Credit Fund to the Australian wholesale market. The fund is an Australian-registered managed investment scheme aiming to provide wholesale investors with access ...

Ex-Zenith partner joins private assets platform

ELIZABETH FRY  |  THURSDAY, 19 FEB 2026
... portfolio construction and investment solutions for its private assets managed accounts (PAMA) platform, designed for wholesale and professional investors. Ben Davis brings more than 25 years' experience at the intersection of advisers, consultants ...

First half steady, net inflows positive for Fiducian

KARREN VERGARA  |  MONDAY, 16 FEB 2026
... shares mandate operated by Solaris Investment Management. In 2021, the Solaris mandate was replaced by the Perpetual Wholesale Ethical SRI Fund. DASF ceased to operate in May 2024 due to a lack of scale. It had $15.6 million in assets at the time of ...

ASIC cancels AFSL of Qld securities dealer

MATTHEW WAI  |  MONDAY, 16 FEB 2026
... Complaints Authority (AFCA) for almost $130,000 after offering risky investment products that were only available to wholesale investors, even though the complainant was a retail investor.

HNWs, retirees key battlegrounds for platforms: SuitabilityHub

KARREN VERGARA  |  MONDAY, 16 FEB 2026
... Market Wrap Report revealed HNWs are the "strategic battleground" amid fierce competition among providers as they build wholesale-only propositions, non-custodial administration services and expand access to sophisticated investments. HUB24 Private Invest ...