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Showing 721 - 730 of 4265 results for "Wholesale"

Bell AM announces US distribution plans

ANNABELLE DICKSON  |  TUESDAY, 23 NOV 2021
... pro long-only, fundamental bottom-up global equity solutions to a diversified investor base, including institutional, wholesale, retail and high-net-worth clients. It also manages assets for US pension funds. Bell Asset Management chief investment officer ...

AMP Capital retains management of AWOF

KARREN VERGARA  |  MONDAY, 22 NOV 2021
AMP Capital will continue to act as trustee and manager of the Wholesale Office Fund, its parent firm announced today. AMP said that the decision made by the trustee board of the AMP Capital Wholesale Office Fund (AWOF) is in the best interest of unitholders ...

Former adviser pleads guilty to fabricating evidence

ANNABELLE DICKSON  |  THURSDAY, 18 NOV 2021
... offences at the Downing Centre Local Court. Ezzat-Daniel Nesseim pleaded guilty to dishonestly providing three backdated wholesale client certificates to ASIC in an attempt to stop the regulator from its investigation and also providing ASIC with false ...

Multi-boutique appoints head of private wealth

ANNABELLE DICKSON  |  TUESDAY, 16 NOV 2021
... Warakirri Asset Management hired from UBS for the newly created role of head of private wealth. Ben Williams was head of wholesale client coverage at the Swiss bank for over four years. He was previously national manager, retail at Lazard Asset Management ...

ASIC cancels AFSL of Future Asset Management

ELIZABETH MCARTHUR  |  FRIDAY, 12 NOV 2021
... manager which managed specialist investment funds. It offered responsible entity and marketing services to retail and wholesale markets. Gary Scallan was listed as Future AM International's chair and chief executive. Christopher John Baskerville of Jirsch ...

Government advances adviser levy drop

KARREN VERGARA  |  THURSDAY, 11 NOV 2021
... entities or $2817. The levies for licensees that provide general advice only and those that provide personal advice to wholesale clients only remains as is. In total, the advice sector will pay ASIC $72.25 million in FY21, down from $76.13 million it ...

Bitcoin exposure added to platform

ANNABELLE DICKSON  |  WEDNESDAY, 10 NOV 2021
... which tracks the price of bitcoin, has launched through Praemium. The Monochrome Bitcoin Fund (MBF) is available to wholesale investors through the Powerwrap product suite. MBF provides access to a pure bitcoin fund via an IDPS-like scheme, supported ...

Aussie equities small caps deliver 35%

KARREN VERGARA  |  TUESDAY, 9 NOV 2021
... equities small caps outpaced other asset classes in the year to September, delivering a median return of 35.2% per annum to wholesale investors. According to Rainmaker's latest Wholesale managed funds performance tables, the asset class was the top ...

Cromwell names funds management head

KARREN VERGARA  |  TUESDAY, 9 NOV 2021
... responsibility for Cromwell Funds Management, the firm's retail business, as well as create investment opportunities for wholesale investors. Hinton said that there is enormous potential for funds management at Cromwell. In August, CFM, as responsible ...

Mirae Asset Global Investments adds to team

ANNABELLE DICKSON  |  MONDAY, 8 NOV 2021
... firm as the market-leading asset manager that brings innovative investments to all Australian investors, from retail to wholesale to institutional. We are at an exciting period right now and look forward to launching our new suite of Global X and venture ...