Australian Wholesale Funds Marketing, a third-party marketer for groups such as value fund-of-funds manager Davis Selected Advisors, has changed its name to Australian Funds Marketing (AFM) after receiving an expanded AFSL allowing it to operate retail managed investment schemes.
It has established the AFM Davis Value Trust, with State Street as custodian and administrator, and is approaching platforms on the back of a ‘highly recommended’ rating for the product from Zenith Investment Partners. AFM also represents Edinburgh-based global equity manager Martin Currie, Ohio-based private equity manager Peppertree Partners, and the transition management business of Deutsche Bank.
The “sound and fury” of the Trump Administration is colliding with the “hopes and dreams” that have animated equity markets for the better part of a decade. But Aware thinks its members – young and old – can still benefit from the chaos.
Lachlan MaddockMarch 14, 2025
