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Showing 71 - 80 of 170 results for "Wholesale clients"

MFS recruits BNP Paribas executive

JAMIE WILLIAMSON  |  FRIDAY, 28 JAN 2022
... the team," Poirier said. "This is an important hire for our business and reinforces our commitment to serving wholesale clients across the region with best-in-class investment solutions. This is underpinned by our company-wide focus on sustainability." ...

EG Funds purchases popular CBD venues

CHLOE WALKER  |  TUESDAY, 25 JAN 2022
... northwest of Melbourne's CBD. The property has been acquired by a new Trust which EG will be offering to wholesale clients averaging cash distributions of 8.5% p.a. across its seven-year term. The property will be leased to one of Australia's ...

Tough quarter for Pendal

ELIZABETH MCARTHUR  |  FRIDAY, 14 JAN 2022
... excellence to our clients over the full market cycle." There were some inflows for Pendal, with $0.1 billion from wholesale clients in Australia and $0.8 billion in net inflows to its US Pooled Funds.

Crestone to be acquired by LGT Group

JAMIE WILLIAMSON  |  WEDNESDAY, 15 DEC 2021
... that I am most proud of is the big strategic decisions we made at the start and one of them was to focus on wholesale clients," he said. "It was quite a bold decision at that time. There was virtually no one across Australia focusing on just that in ...

Partners Wealth Group launches Partners Private

ELIZABETH MCARTHUR  |  TUESDAY, 7 DEC 2021
... Bibby added that the firms aim to be able to offer clients assured quality in investments. "PWG's retail and wholesale clients can be more assured that they are accessing harder to find and the highest quality offerings from each asset class, and not ...

Proposed reforms could simplify advice

KARREN VERGARA  |  FRIDAY, 3 DEC 2021
... "corresponds intuitively with the substance of the definition". Whether the definitions of 'retail clients' and 'wholesale clients' should be reframed is also in the firing line The ALRC asks if the definition of 'retail clients' should be applied to ...

Government advances adviser levy drop

KARREN VERGARA  |  THURSDAY, 11 NOV 2021
... 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 announced ...

Bitcoin exposure added to platform

ANNABELLE DICKSON  |  WEDNESDAY, 10 NOV 2021
... exposure to digital assets in Australia and we are excited to be able to offer this investment opportunity to our wholesale clients via the Powerwrap product suite," Praemium head of investment managers and governance Damian Cilmi said. "There is growing ...

New equities fund at Australian Ethical

JAMIE WILLIAMSON  |  FRIDAY, 15 OCT 2021
Australian Ethical introduced a new high conviction fund to wholesale clients, investing in a range of sectors including local healthcare, renewables and technology stocks within the S&P ASX 300. The Australian Ethical High Conviction Domestic Equities ...

GQG to debut on ASX

KARREN VERGARA  |  FRIDAY, 8 OCT 2021
... 2021, 53% of its funds under management belonged to institutional investors, 33% to sub-advisory and 14% to wholesale clients. "We believe investment management is among the most competitive businesses in the world. As a whole, the active management ...