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WHOLESALE
Funds management
Wholesale distribution is experiencing the most active hiring efforts as the decline in financial advisers means fund managers are focusing on high-net-worth investors an...
Funds management
Fund manager HMC Capital is seeking to expand fundraising for its private equity vehicle into wholesale platforms now that it has achieved a three-year track record, whil...
Funds management
Acadian Asset Management has launched an emerging markets equity fund for wholesale investors and intends to add it to platforms in due course....
Funds management
Fund managers are seeking to strengthen their distribution teams to target the wealth management channels, but recruiters say it can be difficult to find senior hires. ...
Funds management
GQG’s former director of wholesale markets has taken up a new role leading private wealth at a global investment company....
Funds management
Australian Ethical’s head of private markets has told Money Management the firm is exploring options in private markets for its wholesale investors....
Funds management
Following the recent departure of Paradice Investment Management’s head of retail distribution, the company has made two appointments from Betashares to lead its wholesal...
Funds management
Amid the rising demand for more flexible private equity investment options, LGT Capital Partners has launched a semi-liquid fund for wholesale investors in Australia and ...
Funds management
Ninety One has launched a global equities Global Franchise Fund to wholesale investors in Australia and envisages expanding the wholesale range in the future. ...
Funds management
GQG Partners has seen strong growth in Australian wholesale assets with assets rising from $179 million a year ago to $860 million....
Financial planning
Advisers who have moved away from servicing retail clients could struggle and require further costs and education if a move goes ahead to reclassify wholesale investors, ...
Financial planning
The Government and the regulator are showing signs that they now understand they have gone too far in driving up the cost of financial advice, according to panellists at ...
Policy & Regulation
The Australian Securities and Investments Commission is looking at whether clients are being accurately designated as wholesale or retail investors....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...