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Showing 1 - 10 of 159 results for "Sophisticated investors"

LGT Crestone takes over remainder of Commonwealth Bank's advice business

ANDREW MCKEAN  |  MONDAY, 11 NOV 2024
... validation" of its commitment to building a private wealth business catering to the needs of the "most sophisticated investors in Australia." "This transaction is driven by our shared purpose and values with Commonwealth Private Advice, particularly ...

Non-bank lender sued for dodging Credit Code

JAMIE WILLIAMSON  |  THURSDAY, 31 OCT 2024
... Capital is a private lender that was founded in 2013 and operates two funds which are offered to retail and sophisticated investors, the Oak Capital Mortgage Fund and Oak Capital Wholesale Fund. Filing a case with the Federal Court, ASIC alleges Oak ...

Global Capital Property to be wound up

KARREN VERGARA  |  TUESDAY, 8 OCT 2024
... liquidation, and began providing financial services, including financial advice, in 2017 to retail and sophisticated investors. He was the sole director of UGC, and responsible manager and key person on the AFSL. The flagship fund, GCPF, invested in ...

Partners Wealth Group appoints new head of distribution

ANDREW MCKEAN  |  THURSDAY, 3 OCT 2024
... Private Partners continues to offer "high-quality private market investment opportunities" to wholesale and sophisticated investors, Partners Wealth said. "His leadership and well-established industry relationships years will be pivotal in enhancing ...

Longreach hires Channel Capital sales lead, launches advisory firm

KARREN VERGARA  |  WEDNESDAY, 28 AUG 2024
... Longreach in 2016 with Andrew Flitcroft. "LCA is set to meet the growing demand among institutional and sophisticated investors in Australia and the Asia-Pacific region for diversified exposure to alternative investment strategies." Longreach has $3.1 ...

I Squared Capital grows local team

ELIZABETH FRY  |  FRIDAY, 16 AUG 2024
... opportunities," added nd develop new relationships with local partners." Hamilton said Australia has a deep base of sophisticated investors that continues to grow and evolve. He also stated that I Squared has a great story to tell: a mid-market-focused ...

BT Panorama launches first-of-its-kind private market managed account

ANDREW MCKEAN  |  THURSDAY, 30 MAY 2024
... for around 10 years. Its SMA has a minimum investment of $100,000, making private markets accessible to sophisticated investors, unlike traditional private equity or venture capital funds that typically require investments of $5 million to $10 million. ...

Blue Owl hires from Fidelity for APAC private wealth lead

ELIZA BAVIN  |  TUESDAY, 7 MAY 2024
... Santer said there was a sizeable opportunity within APAC for private wealth solutions for the region's sophisticated investors. "Blue Owl's impressive investment track-record, reputation and dedicated APAC teams provide a competitive advantage in ...

Future Fund deputy CIO jumps to Blue Owl

ELIZABETH FRY  |  FRIDAY, 26 APR 2024
... recognised that you either do this properly or don't do this at all," he said. "We prioritise working with sophisticated investors, who are invested in finding solutions - we are not here to simply push products." "Our established relationships with ...

Class action building against GEMI Capital

ELIZA BAVIN  |  MONDAY, 15 APR 2024
... GEMI Asset Management. The law firm said investigations were targeting scenarios in which wholesale or sophisticated investors were enticed into acquiring GEMI financial products based on misleading or deceptive information. "We are focusing on representations ...
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