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Showing 1 - 10 of 4196 results for "Wholesale"

Otivo launches AI-powered financial advice

MATTHEW WAI | THURSDAY, 4 JUN 2026

... February, Otivo completed its partnership with Colonial First State across its FirstChoice Employer and FirstChoice Wholesale Super and Pension products, as the super fund made the switch to offering the capability in house with the launch of Super A ...

Munro expands access to climate focused fund

VINNY VUCAGO | THURSDAY, 4 JUN 2026

... clean energy, clean transportation, the circular economy and energy efficiency. The strategy was initially launched as a wholesale fund in New Zealand in March 2025 through a partnership between GSFM and Munro Partners. Since launch, it has grown to ...

Brookfield accelerates infrastructure strategy in Australia

VINNY VUCAGO | WEDNESDAY, 3 JUN 2026

... expanded its private wealth offering in Australia with the launch of an infrastructure income fund designed to provide wholesale investors access to the assets managers global private infrastructure portfolio. The Brookfield Infrastructure Income Fund ...

J.P. Morgan AM awarded fresh portfolio structuring mandate

MATTHEW WAI | TUESDAY, 2 JUN 2026

... costs or client capital gains tax (CGT) when implementing asset allocation recommendations. Commenting, JPMAM head of wholesale Mark Carlile said the mandate underscores its expertise in structuring and customising portfolios through the tailored solution. ...

ART pumps $3bn in Australian property funds

ELIZA BAVIN | MONDAY, 1 JUN 2026

... 48.5% stake in the LIV Mirvac Fund to support the delivery of build-to-rent housing; increased holdings in the Dexus Wholesale Property Fund and Mirvac Wholesale Office Fund; and additional capital allocated to the M.H. Carnegie Catalyst Healthcare REIT. ...

Natixis IM country head exits to lead Evidentia Group

VINNY VUCAGO | FRIDAY, 29 MAY 2026

... for Australia. King, who joined the firm in 2020 as head of institutional sales, will oversee the institutional and wholesale distribution strategy and work alongside affiliate managers to deliver investment solutions across the market. Whyte has been ...

Marex Group expands structured products to HNWIs

MATTHEW WAI | FRIDAY, 29 MAY 2026

Marex Group received approval by ASIC to distribute structured investment solutions to wholesale clients under its existing foreign AFSL earlier this month, in a move to fill the structured product adoption gap in Australia. While the group is not new ...

Proposed CGT reforms could upend HNW low advice demand

KARREN VERGARA | FRIDAY, 22 MAY 2026

... manage individual client portfolios exceeding $6 million. About one quarter serve client bases that are at least 50% wholesale investors. Pointing to Treasurer Jim Chalmers' proposed overhaul of the capital gains tax (CGT) discount announced on Budget ...

Feature: Private credit | The fine print

RIDDHIMA TALWANI | FRIDAY, 22 MAY 2026

... private credit funds to retail investors globally, which had traditionally been a playground for bigger institutional and wholesale players. Investors who expect regular liquidity from an illiquid asset is a classic mismatch, Australian Retirement Trust ...

InvestSMART to realise $16m from Intelligent Investor sale

MATTHEW WAI | THURSDAY, 21 MAY 2026

... executive Andrew Coleman said the incoming business will become TIP's retail facing arm, aligned with its existing wholesale and institutional investing education, advice and funds management offerings. "Intelligent Investor has been the premier ...

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

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

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

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

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

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

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

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

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