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Showing 1 - 10 of 14 results for "Wholesale investments"

HMC Capital unit beefs up Melbourne office

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
... includes senior positions at Westpac Private Bank and Australian Securities Limited, working with fixed income, wholesale investments, consumer lending and portfolio management. Meanwhile, former Insignia Financial operative Jim O'Brien has been ...

CFS unveils fund manager, fee changes to FirstChoice

KARREN VERGARA  |  TUESDAY, 29 OCT 2024
... Sustainable Growth option. From November 1, the FirstChoice Wholesale Personal Super, Wholesale Pension, and Wholesale Investments strategies will decrease administration and investment fees for some managers. The BlackRock Global Liquid Alternatives ...

Partners Wealth Group appoints new head of distribution

ANDREW MCKEAN  |  THURSDAY, 3 OCT 2024
... Wealth Group appointed a new head of distribution, a former three-time Olympic gold medalist no less, for its wholesale investments division, Partners Private. James Tomkins, who was most recently a national sales manager at UBS Asset Management, has ...

Betashares captures most net flows in managed funds industry

ANDREW MCKEAN  |  TUESDAY, 18 JUN 2024
... The remaining top 10 products for net inflows were the Macquarie True Index Australian Shares Fund, MCP Wholesale Investments Trust, iShares Core S&P/ASX 200 ETF, Macquarie Enhanced AFI Fund, VanEck MSCI International Quality ETF, Metrics Direct Income ...

Colonial First State adds 17 new funds to FirstChoice platform

ANDREW MCKEAN  |  THURSDAY, 1 DEC 2022
... Tactical Income, Western Asset Australian Bond, T.Rowe Price Dynamic Global Bond, FirstRate Cash on FirstChoice Wholesale Investments, AB Managed Volatility Equities, DNR Capital Australian Equities High Conviction, GQG Partners Global Equity, Intermede ...

EQT secures RE, custody mandates

KARREN VERGARA  |  THURSDAY, 17 MAR 2022
... fund aims to achieve a target return of the RBA cash rate plus 3.25% p.a. net of fees, investing in the MCP Wholesale Investments Trust and the Metrics Master Income Trust (ASX: MXT). It has returned 6.55% p.a. since its inception of nearly two years ...

Macquarie sweeps Investment Leadership Awards

KARREN VERGARA  |  FRIDAY, 11 JUN 2021
... there were almost 1000 Australian and global fund managers competing in Australia for institutional and wholesale investments of which about 100 offer managed funds solutions direct to market. Below is the full list of categories and winners: Australian ...

Colonial First State closes global fund

ALLY SELBY  |  FRIDAY, 1 MAY 2020
... wealth manager has also terminated the investment options in Wholesale Mezzanine (Class A) and FirstChoice Wholesale Investments, effective March 23. Options in its FirstChoice Wholesale Personal Super and FirstChoice Wholesale Pension were also closed ...

BNP Paribas AM sells Arnhem stake, appoints new investment manager

JAMIE WILLIAMSON  |  WEDNESDAY, 1 AUG 2018
... will continue to invest in between 30 and 40 stocks. While JCP Investment Partners is known for dealing in wholesale investments, the BNP Paribas Australian Equity Benchmark Insensitive Trust will be offered to retail investors. The existing fund is ...

Adviser group expands national footprint

KARREN VERGARA  |  THURSDAY, 20 JUL 2017
... Affinity clients by giving them greater opportunities, which for instance involves being able to access wholesale investments and preferential treatment for share placements, he noted. "These are opportunities which are simply not available through retail ...
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