Pacific Equity Partners’ Post

We are delighted to announce that PrimaryMarkets has signed an agreement to provide a Trading Hub to the Dexus Wholesale Australian Property Fund (DWAPF). DWAPF is a $1.9 billion open-ended fund that aims to provide stable returns and long-term capital growth through investment in a diverse portfolio of quality Australian office, retail and industrial properties. This agreement is a significant milestone for PrimaryMarkets and a first of its kind, offering an alternative liquidity solution to unit holders in DWAPF. The Trading Hub will be provided through the PrimaryMarkets’ Platform and enable unit holders to sell their holdings to accredited investors, financial advisors and institutional investors registered on the PrimaryMarkets’ Platform. Jamie Green, Executive Chairman of PrimaryMarkets, commented: “I am delighted that DWAPF has entrusted us with this important commercial opportunity. I believe this agreement is the first of what could be a significant new market for our Platform. This agreement is a continuation of PrimaryMarkets’ growth strategy”. Craig Mason Alison Sarich

Exciting developments in the UK platform industry! 🚀Quilter, abrdn, and Fidelity Investments have joined forces with other major players to launch the UK Platform Industry Association (UKPIA). This new trade body aims to represent the interests of investment platforms and promote their value to investors and advisers. As the wealth management landscape evolves, it's crucial for platforms to have a unified voice. This initiative could lead to improved standards, innovation, and better outcomes for investors.What are your thoughts on this new association? How do you think it will impact the future of wealth management in the UK?#WealthManagement #InvestmentPlatforms #FinTech #UKPIA #FinancialServices

📊 The Fund Monitor: Tender offers, preliminary results, and dividend heroes. Third Point LLC Investors launches a tender offer to shareholders for up to 25% of the issued share capital of the Company. 🤝 The Merchants Trust PLC makes it 42 years in a row of dividend increases 📈 Elsewhere, which firm is eyeing ‘Dividend Hero’ status? Catch up on the latest here. #Dividends #InvestmentTrusts

We are Australia's leading alternative platform for a sophisticated investors. We're able to offer investment opportunities for: 💡 Wholesale investors 💡 Wealth advisers We're proud to work with a select network of Wealth Planners, Accountants and Other Accredited Financial Advisers to find the right investment solution for their clients. Explore the AltX Credit Fund today https://lnkd.in/g_5MVzpd Steven Beinart Nick Raphaely David Fitzgibbon Tony Ferreri Peter Cai Greg Wallace Krishneel Reddy Aoife Reilly Past performance is not an indicator of future performance. Expected or forecasted returns may not reflect actual performance. #AltX #PrivateCredit #RealEstateDebt #CreditFund #WholesaleInvestors #WealthAdviser #FinancialPlanner #Accountant #AccountantAustralia

Retailising private markets: Why your fund administrator could be your greatest asset Retail investors and defined contribution schemes (DCs) are looking for juicier returns, just as private market managers – having raised huge amounts of money from institutions over the last decade – are now trying to diversify their client base. Global Custodian looks at whether retailisation of private markets is actually happening, and what this means for the industry’s operating model, and the fund administrators which support it.

🏆 ⊙ Another success for Ostrum AM: our Short Term Global High Income strategy was honoured with the "Best Fund over 3 Years" award in the "Bond Global High Yield USD" category at the 2024 Lipper Fund Awards Hong Kong! 🔍 A new award in 2024 highlighting our strong expertise and the quality of the work carried out by all our teams! Discover more from Erwan Guilloux, senior High Yield portfolio manager, Emilie HUOT, High Yield portfolio manager, and Julien Petit, High Yield Credit Portfolio Manager ⤵️ More info on our website 👉 https://lnkd.in/etbFXmZk Invest. Pro #MarketingCommunication This is a marketing document and is designed for information purposes only. All investments carry risks, including the risk of capital loss. Any reference to a ranking, certification, award and/or rating provides no guarantee of future performances on these aspects, or of the strategy or strategy manager. Any performance figures mentioned refer to previous years. Past performances are not a reliable indicator of future showings.

𝗧𝗵𝗶𝘀 𝗶𝘀 𝗮 𝘀𝗲𝗰𝗿𝗲𝘁 𝘁𝗼 𝘀𝗮𝗳𝗲𝗴𝘂𝗮𝗿𝗱𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗺𝘂𝘁𝘂𝗮𝗹 𝗳𝘂𝗻𝗱 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗱𝘂𝗿𝗶𝗻𝗴 𝗦𝗜𝗣 𝗲𝘅𝗶𝘁𝘀. 𝗧𝗵𝗶𝘀 𝗳𝗲𝗮𝘁𝘂𝗿𝗲 𝗶𝘀𝗻'𝘁 𝘁𝗮𝗹𝗸𝗲𝗱 𝗮𝗯𝗼𝘂𝘁 𝗺𝘂𝗰𝗵, 𝗯𝘂𝘁 𝗜'𝗺 𝗮𝗯𝗼𝘂𝘁 𝘁𝗼 𝘀𝗵𝗮𝗿𝗲 𝗶𝘁 𝘄𝗶𝘁𝗵 𝘆𝗼𝘂... Research has shown most retail investors withdraw their MFs from the market in times of crisis. Had you redeemed your money using this feature, it would have 𝗽𝗿𝗲𝘀𝗲𝗿𝘃𝗲𝗱 your returns in 75% of the cases when markets were in decline. Swipe the carousel to know more...

Get started with Qtrade Direct Investing, an easy-to-use online trading platform - brought to you by the power of Synergy Credit Union and Aviso Wealth. #AvisoWealth #Qtrade #DirectInvesting

Anton Panayotov, CEO of Alaric Securities, discusses the unique role of the retail broker (halfway between buy and sell-side), why the move to multi-asset brings it's own substantial challenges of scale, and the compelling reasons behind his decision to outsource his trading function. #Trading #Markets #CapitalMarkets #BuySide #RetailBroker #MultiAsset #Brokerage #TradeTechTV #GlobalTrading tradetech https://lnkd.in/eDJKnX-C

Interesting panel discussion on the future of ETFs with a focus on retail investors here at Deutsche Börse's ETF Forum 2024 (Xetra Trading). We look forward to playing an important role in Europe with extraETF Gregoire BLANC Jamie Hartley Sander Van Nugteren Paul Young #etf #extraetf #retail