The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 81 - 90 of 4196 results for "Wholesale"

UBS, RQI deliver for EM investors: Rainmaker

KARREN VERGARA | FRIDAY, 5 DEC 2025

... leading the pack. Emerging market funds delivered 21.1% p.a. in the 12 months to September, Rainmaker's analysis of wholesale funds showed. Despite strong performance, the sector underperformed the market index of 23.7% p.a. by 2.6 percentage points. ...

ASIC eyeing advisers recommending private credit funds

ELIZA BAVIN | WEDNESDAY, 3 DEC 2025

... said the regulator was also planning to look at fees, margin structures and conflicts of interest in the management of wholesale private credit funds, with a particular focus on real estate lending. "Through this ongoing program of work, which will hopefully ...

Tyndall Asset Management calls time

KARREN VERGARA | TUESDAY, 2 DEC 2025

... Australian equities specialist Tyndall, which is 50% owned by Yarra Group, will overhaul its three strategies - the wholesale, income and small companies funds - from January 2026. The small companies fund, led by co-portfolio managers Tim Johnston and ...

Capital Haus acquires Adelaide advice firm, FUM to exceed $1bn

MATTHEW WAI | MONDAY, 1 DEC 2025

... for ultra-high-net-worth (UHNW) clients, Baker Young Private, will also be launched, providing clients with access to wholesale opportunities, global private credit financing, and capital raises, Capital Haus said. Founded over 40 years ago, Baker Young ...

New funds distribution firm launches

ANGELIQUE MINAS | THURSDAY, 27 NOV 2025

... Australian funds distribution firm Continental Funds Group (Continental) has announced its formal launch to the domestic wholesale and institutional investment market. Led by founder and managing director Angus Coote and three experienced distribution ...

FX coaching platform handed additional conditions over compliance failures

MATTHEW WAI | WEDNESDAY, 26 NOV 2025

... business to provide financial product advice about derivatives, foreign exchange contracts and securities to retail and wholesale clients. It was founded by the UK-based entrepreneur Greg Secker in 2003; he is currently the founder of Greg Secker Foundation ...

Revolution AM appoints distribution lead to drive expansion

RIDDHIMA TALWANI | TUESDAY, 25 NOV 2025

... expanding the reach of its suite of private credit strategies, as they attract unprecedented interest from retail and wholesale clients. Price brings 20 years of senior leadership experience across funds management and retirement income. In these roles ...

T. Rowe and Oak Hill launch flexible credit income fund

RIDDHIMA TALWANI | MONDAY, 24 NOV 2025

... and Oak Hill Advisors (OHA) have launched the Flexible Credit Income Fund AUD (OFLEX AUD), specifically designed for wholesale investors. OFLEX AUD leverages OHA's best ideas, seeking to deliver income by lending primarily to large cap companies in a ...

MST Financial acquires FIIG Securities' unit, boosts assets

KARREN VERGARA | FRIDAY, 14 NOV 2025

... completion, AUSIEX chief executive Patrick Salis told Financial Standard that the core FIIG business of providing bonds to wholesale clients is performing well. "The FIIG staff have fully integrated into AUSIEX offices located in Brisbane, Sydney and ...

Alexander Funds bolsters Sydney office with new hire

ELIZABETH FRY | THURSDAY, 13 NOV 2025

... also held roles at PAC Partners in institutional equity sales and at Bell Potter Securities as an associate in their wholesale financial advisory and broking team. "Alexander Funds continues to experience strong growth through retail and wholesale adviser ...

PAGE:

BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

Videos

Brought to you by

Follow the leaders

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

Strength amid noise

Maintaining a fundamental focus in a world obsessed with the short term

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

A guaranteed future

The market has changed. The opportunity hasn't.

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE