Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW
Search ResultsShowing 61 - 70 of 100+ results for "Wholesale investors"
Clime ramps up private wealth
KANIKA SOOD  |  TUESDAY, 2 JUL 2019
... The 23-year-old firm managed $887 million at March end. It has traditionally managed equities funds for the wholesale investors but dipped its toes into private wealth advisory last year following demand from its investor base. At the same time, it is ...
UK fund manager appoints local lead
HARRISON WORLEY  |  THURSDAY, 27 JUN 2019
... Australian market. It's about identifying the right opportunities and creatively structuring solutions for wholesale investors that are looking for new asset classes." Earlier this week industry super's peak body, Industry Super Australia said ...
Asset manager eyes Australian market
KANIKA SOOD  |  TUESDAY, 25 JUN 2019
A Latin American asset manager has partnered with Brookvine as it tries to tap institutional and wholesale investors in Australia and New Zealand for its high yield fund. Moneda Asset Management is the largest dedicated investor in Latin American high ...
Fee discounts harder for active ETFs
KANIKA SOOD  |  TUESDAY, 18 JUN 2019
... ETF to be sufficiently distinguishable from other ETFs. It would also be problematic to restrict access to wholesale investors in the ETF, if there was a retail and wholesale class." The second option - fee rebates - may also be harder for ETFs, according ...
Global manager welcomes former CFSGAM head
JAMIE WILLIAMSON  |  WEDNESDAY, 5 JUN 2019
... he is excited to be joining MFS. "Consultants continue to play a crucial role in advising institutional and wholesale investors, and I look forward to strengthening our existing relationships with them," he said. Founded in 1924 and headquartered in ...
Alternatives manager adds former Morningstar head
HARRISON WORLEY  |  THURSDAY, 30 MAY 2019
... alternative strategies to investors, as the firm seeks to grow its Australian business with institutional and wholesale investors "including financial advisers and platforms". CFM head of Asia Pacific Steve Shepherd said Stanford's role was crucial for ...
Credit fund launches to wholesale investors
KARREN VERGARA  |  WEDNESDAY, 22 MAY 2019
A new credit fund has opened to wholesale investors and will soon launch on the ASX. The Moelis Australia Fixed Income Fund targets the RBA cash rate return plus 4% per annum or 5.5%. The fund invests in diversified credit, including inventory funding ...
Vanguard launches ETF, appoints new lead
KANIKA SOOD  |  WEDNESDAY, 10 APR 2019
... frame of seven years. The fee is 0.33% p.a. It has also launched an unlisted fund for the same strategy for wholesale investors, priced at 0.35% p.a. New QEG head The new strategy will be managed by Vanguard Australia's Quantitative Equity Group ...
Bond fund launches to local investors
KARREN VERGARA  |  MONDAY, 11 MAR 2019
A new credit fund has launched to Australian wholesale investors. The Loomis Sayles World Multi-Asset Credit Fund invests in global investment grade and high yield credit, bank and securitised loans, and emerging markets sectors. It replicates the $US2.9 ...
Family office backs new boutique
KANIKA SOOD  |  TUESDAY, 19 FEB 2019
... market-caps. It's expected to launch in April to June this year. The fund will initially target institutional and wholesale investors including family offices and HNWs from Australia, Asia and Europe. Alan and Carl Schwartz's family office Trawalla is ...