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Showing 751 - 760 of 4265 results for "Wholesale"

Swell AM launches retail trust

ELIZABETH MCARTHUR  |  TUESDAY, 14 SEP 2021
... 20.67%. It outperformed its benchmark, MSCI World Index, by 5.6%. The Swell Global Portfolio was only accessible to wholesale investors, but the new trust will see this strategy available to the retail investor market. The launch coincides with the appointment ...

Qualitas names insto capital head

KARREN VERGARA  |  MONDAY, 6 SEP 2021
... strategies across both real estate debt and equity investments." Prior to Charter Hall, where he was as the head of wholesale investor relations, Mehmet worked in senior real estate roles in debt, equity, and indirect funds management at National Australia ...

HGL relaunches fund to wholesale investors

KARREN VERGARA  |  THURSDAY, 2 SEP 2021
After 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. ...

Fidelity moves into SMAs

ANNABELLE DICKSON  |  WEDNESDAY, 1 SEP 2021
... "By offering these new capabilities, we can develop stronger, deeper relationships with our clients." Fidelity head of wholesale sales Simon Glazier added: "The SMA structure makes sense for the right client because investors own the shares they're invested ...

AFMA names new chief executive

KARREN VERGARA  |  WEDNESDAY, 25 AUG 2021
... service. He has been chief since 2012. AFMA board chair Robert Bedwell said Harper brings a vast amount of experience in wholesale markets with a focus on risk management and regulatory change and this will be critical as AFMA continues its advocacy ...

AUSIEX hires head of risk from BTFG

KARREN VERGARA  |  TUESDAY, 24 AUG 2021
... appointed a new risk and compliance expert who came from major institutions such as Westpac and Commonwealth Bank. The wholesale trading platform appointed Paul Williams as head of risk and compliance after finishing up at BT Financial Group. Williams ...

Charter Hall profit, inflows rise

ANNABELLE DICKSON  |  MONDAY, 23 AUG 2021
... developments of $1.8 billion. Charter Hall recorded $5.3 billion of gross equity inflows which consisted of $2.1 billion in wholesale pooled funds, $1.4 billion in wholesale partnerships, $1.1 billion in direct managed funds and $659 in listed funds. ...

Best fixed interest funds revealed

ELIZABETH MCARTHUR  |  FRIDAY, 20 AUG 2021
... managers, Rainmaker research reveals the best performing Australian and international fixed interest funds. Considering wholesale international fixed interest funds' returns on a three-year basis, Rainmaker found that First Sentier Investment Grade Bond ...

Pinnacle hires from Schroders

KANIKA SOOD  |  THURSDAY, 19 AUG 2021
... associate director in its EMEA sales team, hiring from Schroders. James Longman will cover Pinnacle's institutional and wholesale investors across the UK, Europe, Middle East and Africa. Longman joins the firm after six years at Schroders, where his ...

ASI appoints Asia Pacific wholesale head

KANIKA SOOD  |  THURSDAY, 12 AUG 2021
Aberdeen Standard Investments has appointed a head of wholesale for Asia Pacific, hiring from UBS Asset Management. David Hanzl will be responsible for delivering ASI's wholesale distribution strategy in Asia Pacific. The role is based in Hong Kong. ...