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Showing 1 - 10 of 189 results for "Sophisticated investors"

Metrics freezes redemptions behind listed funds as audit stalls

RIDDHIMA TALWANI  |  WEDNESDAY, 30 SEP 2026
... private credit experts we have worked with over the past 18 months agree that for some funds, even the most sophisticated investors could not really be sure what they were exposed to and how it would respond to a test. "This is why we have repeatedly ...

Philip King stages transition to retirement

KARREN VERGARA  |  MONDAY, 24 AUG 2026
... under management (FUM) comes from institutional investors. Ten per cent comes from family offices and sophisticated investors, while 20% of FUM trace to advised clients. Statutory net profit after tax for the group jumped 258% year on year to $94.1 million. ...

Zerocap expands insto crypto trading capabilities

MATTHEW WAI  |  WEDNESDAY, 12 AUG 2026
... make the most of opportunities within digital asset markets." Zerocap has been serving institutions and sophisticated investors since 2017 and reccevied backing from the Victor Smorgon Group in 2021. The firm also participated in Project Acacia, which ...

Bridgewest Ventures lands in Australia

KARREN VERGARA  |  MONDAY, 25 MAY 2026
... relative to the quality of innovation being developed. We believe this creates a compelling asymmetry for sophisticated investors," Bridgewest Venture chief executive Saum Vahdat said. The firm is also actively raising funds from US institutional and ...

Feature: Private credit | The fine print

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
... matchmaker, vetting private lenders and connecting them with the right capital. "As you go down into less sophisticated investors that probably haven't read the 65-page fine print of all the documents, then they suddenly get surprised by something ...

Australia is 'laissez-faire' on eligibility for semi-liquid investments: Morningstar

MATTHEW WAI  |  TUESDAY, 14 APR 2026
... there are income and asset tests, such as the wholesale investor test, to distinguish between retail and sophisticated investors, access to private asset products is easily available to individual retail investors via vehicles such as evergreen funds ...

AQR picks SG Hiscock & Company as distribution partner

KARREN VERGARA  |  TUESDAY, 7 APR 2026
... (SGH) as its distribution partner. SGH has begun rolling out the AQR Wholesale Managed Futures Fund to sophisticated investors. The actively managed fund invests in futures contracts and derivatives across commodities, currencies, fixed income, equities ...

Binance Australia to pay $10m over deliberate customer misclassifications

MATTHEW WAI  |  MONDAY, 30 MAR 2026
... trading losses and $3.89 million in paid fees. The platform allowed clients seeking to be verified as sophisticated investors to make unlimited attempts at a multiple-choice quiz until they have passed were deemed one. During the period, Binance also ...

ETF home bias more prominent amid global unrest: BlackRock

RIDDHIMA TALWANI  |  WEDNESDAY, 25 MAR 2026
... process and advisers should still stick to complete index investing. However, on the other end, he said sophisticated investors who want active exposure should ideally have 50% to 75% of their portfolio allocated to index core, combining it with some ...

U Ethical chief executive departs, successor named

MATTHEW WAI  |  WEDNESDAY, 25 MAR 2026
... Group, as well as an industry council member for Nest, a private capital platform for fund managers and sophisticated investors. U Ethical said the appointment will be integral to scale its investment platform and expand reach across Australia's ...
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