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Showing 1 - 10 of 394 results for "Wholesale investors"

Munro expands access to climate focused fund

VINNY VUCAGO  |  THURSDAY, 4 JUN 2026
... that focuses on long term growth drivers rather than traditional sector allocations. GSFM said demand from wholesale investors has supported the fund's growth since launch prompting the expansion into the retail market. McIntyre said the firm was also ...

Brookfield accelerates infrastructure strategy in Australia

VINNY VUCAGO  |  WEDNESDAY, 3 JUN 2026
... 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 (BII) is being ...

Proposed CGT reforms could upend HNW low advice demand

KARREN VERGARA  |  FRIDAY, 22 MAY 2026
... 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 night ...

Federated Hermes launches global equity fund

VINNY VUCAGO  |  WEDNESDAY, 20 MAY 2026
... deepens its push into the local wealth management market. The Australian unit trust, now registered for sale to wholesale investors and advised clients, aims to deliver long term returns through a diversified portfolio of global equities incorporating ...

FinCap increases investment oversight ahead of PM platform launch

MATTHEW WAI  |  THURSDAY, 14 MAY 2026
... selection processes underpinning the private markets platform, which is designed to give financial advisers and wholesale investors diversified exposure to private markets including private equity, private credit and real assets. Bradley and Wright will ...

GSFM launches two global private markets funds

MATTHEW WAI  |  MONDAY, 11 MAY 2026
GSFM is offering new global private markets opportunities to local institutional and wholesale investors,launching of two new funds in conjunction with its Canadian affiliation. GSFM, with CI Global Asset Management (CI GAM) as investment manager of ...

FinCap opens private investments menu for advisers

RIDDHIMA TALWANI  |  TUESDAY, 28 APR 2026
FinCap is launching a managed account platform in June which will help wholesale investors access professionally managed private asset exposures. It has also appointed BCA Research as a research partner to support the development of asset allocation ...

Australian Ethical bleeds $500m amid geopolitical tension

MATTHEW WAI  |  THURSDAY, 16 APR 2026
... the period. Despite the launch of its Growth Opportunities Fund to strengthen it private markets offering to wholesale investors, overall net flows for retail and wholesale investments were -$10 million in the period. Investment performance was also ...

ASIC hands down 10-year adviser ban

ELIZA BAVIN  |  THURSDAY, 9 APR 2026
... and compliance positions. ASIC said from 2019, the schemes had received around $145 million from retail and wholesale investors before being wound up. This latest move will see Godfrey banned from providing financial services, controlling an entity that ...

Australian Ethical launches climate-focused private markets fund

MATTHEW WAI  |  WEDNESDAY, 8 APR 2026
Australian Ethical has launched a new fund for wholesale investors to access institutional grade private markets investments, with a cornerstone commitment of up to $125 million from the Clean Energy Finance Corporation (CEFC). CEFC's commitment to ...
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