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Showing 1 - 10 of 77 results for "retail investor"

Munro expands access to climate focused fund

VINNY VUCAGO  |  THURSDAY, 4 JUN 2026  |  NEWS
The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand. Munro said the move expands access to a strategy focused on companies positioned to benefit from the global decarbonisation trend. The fund, which is ...

Evidentia hires from Vanguard

ELIZABETH FRY  |  THURSDAY, 26 FEB 2026  |  NEWS
Evidentia Private has hired a Melbourne-based senior asset consultant to look after financial advice firms in Victoria and Tasmania. Matthew Cho joins from Vanguard, where he was most recently head of its multi-asset solutions business in Australia. ...

Governance issues on the rise: ASIC

ELIZA BAVIN  |  WEDNESDAY, 25 FEB 2026  |  NEWS
... provide books and records on company activities and property to registered liquidators. Financial services and retail investor issues totalled 44%, relating to credit issues, general licence obligations, unregistered managed investment schemes, unlicensed ...

Government wants clear ESG labels for retail investors

MATTHEW WAI  |  FRIDAY, 13 FEB 2026  |  NEWS
... opportunities and provides greater confidence in the veracity of sustainable claims. "Understanding the share of the retail investor market, the relative importance of sustainability compared to other product attributes (e.g. fees, risks), the extent ...

Vinva snaps up ECP executive

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026  |  NEWS
Systematic investment manager Vinva Investment Management has hired Amy Teh as client relationship director, adding almost two decades of institutional distribution firepower Teh will work with Vinva's institutional and wholesale clients, adding ...

Stewart Investors, Janus Henderson shutter funds

JAMIE WILLIAMSON  |  MONDAY, 1 DEC 2025  |  NEWS
First Sentier Group terminated the Stewart Investors Emerging Market Leaders Fund, while Janus Henderson did the same with its Net Zero Transition Resources Active ETF. Perpetual's The Trust Company, as responsible entity for the Stewart Investors Emerging ...

Retail agriculture fund to wind up

JAMIE WILLIAMSON  |  MONDAY, 25 AUG 2025  |  NEWS
The AAM Agri Access Fund is being terminated due to the underperformance of one of its main investments. The AAM Agri Access Fund is winding up in September, with the responsible entity saying there is no alternative after measuring redemption requests ...

Orbis Investments recruits top marketing executive

MICHELLE BALTAZAR  |  THURSDAY, 31 JUL 2025  |  NEWS
With fresh ambitions to grow its advised retail investor base, $72 billion fund manager Orbis Investments appoints a highly-credentialed marketing executive to its fold. Sarah Bunning, who just last month was the marketing director at Capital Group ...

Wealth groups tap operations leads

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025  |  NEWS
Viola Private Wealth and Aura Group have appointed new operating leads, while MA Asset Management's COO has headed out the door. Aura Group has named Nathan Harris as its new chief operating officer as the firm continues to expand in the private ...

Australia's largest buyout firm hires from State Street GA

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025  |  NEWS
Pacific Equity Partners has appointed Alexander Brown as a director to spearhead the firm's expansion into retail financial adviser and direct investor markets. Brown brings 15 years of experience across financial markets, asset management and investment ...
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