Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 71 - 80 of 1871 results for %22Wholesale investors%22

Aussie small caps, property funds in the red

KARREN VERGARA  |  WEDNESDAY, 21 JUN 2023
... disappointing performance as macroeconomic conditions batter returns that ended up well in the red. Rainmaker's Wholesale managed funds April report shows that the property sector returned -10% p.a. on a median basis amid a tightening market. Many ...

URF investors reject K2 as RE

KARREN VERGARA  |  TUESDAY, 20 JUN 2023
... accounting services, replacing incumbent Australian Fund Accounting Services for the three funds. The CD III Australian Wholesale Fund will transition to KAM's RE services on August 15. "As the vote was unsuccessful, E&PIL will remain as responsible ...

Hamilton Lane welcomes local head of private wealth

CHLOE WALKER  |  TUESDAY, 20 JUN 2023
... position within Invesco's absolute return multi-asset team in the UK for close to three years and was director of wholesale sales in Australia for more than four. Prior to Invesco, he worked at BT Investment Management, Pinnacle Investment Management ...

First Sentier clients walk away with $13bn

KARREN VERGARA  |  MONDAY, 5 JUN 2023
... shows. Four of First Sentier Investors' products lost more than $1 billion in net flows each, Rainmaker's latest Wholesale managed funds net flows reveals, making it the only fund manager to suffer double-digit outflows during the period. Together ...

Dexus, Partners Wealth Group airport fund to take off

CHLOE WALKER  |  MONDAY, 5 JUN 2023
... return of about 9%. A Dexus spokesperson told Financial Standard that the fund provides "a rare opportunity for wholesale investors to obtain exposure to a key piece of privately owned infrastructure located in Melbourne which up until now, has only ...

Macquarie AM wins manager of the year: ILAs

STAFF WRITER  |  FRIDAY, 2 JUN 2023
... Ethical Investors was awarded Australian Equities ESG product of the year for the U Ethical Australian Equities Trust - Wholesale, and Betashares won international equities ESG product of the year for the Betashares Global Sustainability Leaders ETF. ...

J.P. Morgan launches three new ETFs

CHLOE WALKER  |  THURSDAY, 25 MAY 2023
... (JEPI). "JEPI is currently the world's largest actively managed ETF, with AUM of $38.3 billion," J.P. Morgan head of wholesale Australia and New Zealand Mark Carlile said. "Following requests from key clients, we are bringing more options and flexibility ...

ASIC revokes Centurion subsidiary licence, suspends fund manager

ANDREW MCKEAN  |  WEDNESDAY, 24 MAY 2023
... from March 21. Huntley Management was authorised to deal in the interests in managed investment schemes to retail and wholesale clients, and to provide general financial product advice to wholesale client. The licence was suspended after Huntley Management ...

AFCA outlines systemic issues in wealth management

ANDREW MCKEAN  |  TUESDAY, 23 MAY 2023
... engaging in unauthorised trading, providing misleading financial information to clients, and categorising clients as wholesale clients inaccurately. The systemic issues spanned over several years, indicative of weak internal controls and insufficient ...

Atrium hires abrdn wholesale lead

ELIZABETH FRY  |  FRIDAY, 19 MAY 2023
After nearly 13 years at abrdn as head of wholesale distribution, Laura Mitchell has landed at Atrium Investment Management. She joined the asset manager as a graduate business analyst in 2011 before being promoted to business development adviser and ...