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Showing 1 - 10 of 190 results for "Macquarie Wrap"

Macquarie Wrap rolls out new features for advisers

ANDREW MCKEAN  |  TUESDAY, 9 JAN 2024
Macquarie introduced new digital features and security enhancements on Macquarie Wrap, including account-level performance reporting and a live chat function in Adviser Online. The platform's updated account-level performance reporting functionality ...

XTBs to be delisted following collapse

CASSANDRA BALDINI  |  TUESDAY, 7 NOV 2023
... managed account space in 2017 and introduced an ESG fixed income portfolio in 2018. The XTBs were also hosted on Macquarie Wrap, HUB24 and Praemium. EQT confirmed that unless XTB holders call for a meeting within 28 days of the notice date and decide ...

BT names distribution lead

KARREN VERGARA  |  TUESDAY, 23 MAY 2023
... of aligned financial advisers, holding 12% of the aligned segment, followed by BT Panorama which has 10.3% and Macquarie Wrap with 8.6% market share. Chief strategy and product officer Kathy Vincent said: "Jason is the right fit for the team at the right ...

Private markets boost Macquarie AM results

KARREN VERGARA  |  FRIDAY, 5 MAY 2023
Private markets buoyed Macquarie Asset Management (MAM), but the green energy sector dragged its performance in the year to March 2023. MAM saw funds under management of $870.8 billion rise 10% year on year but failed to replicate this growth across ...

Morningstar launches managed accounts portfolios

KARREN VERGARA  |  MONDAY, 13 MAR 2023
... investment strategies across managed funds and exchange-traded funds. The six portfolios, currently available on the Macquarie Wrap and Praemium platforms, are the Conservative, Moderate, Balanced, Growth, High Growth and All Growth options. HUB24 is ...

Activus SMAs now available to more advisers

JAMIE WILLIAMSON  |  FRIDAY, 5 AUG 2022
... Investment Advisors is making its suite of SMA portfolios available on platform for the first time, partnering with Macquarie Wrap. The Activ-ator range was launched four years ago, comprising multi-asset portfolios with four risk profiles ranging from ...

Aura, Montgomery ink distribution deal

JAMIE WILLIAMSON  |  FRIDAY, 6 MAY 2022
... "We look forward to providing a high-quality income solution to the Montgomery clients." The fund is available on Macquarie Wrap and has a minimum investment of $100,000. An investment of $100,000 at the fund's inception is worth $154,000 today, the ...

Netwealth tops platform ratings

CHLOE WALKER  |  MONDAY, 21 FEB 2022
... increase in their scores, with Mason Stevens posting the largest relative increase in score, gaining +8.9% over 2020. Macquarie Wrap, CFS First Choice, Praemium and North also posted solid improvements. End-client mobile access was also improved, with ...

CFS awards platform technology mandate

KARREN VERGARA  |  THURSDAY, 3 FEB 2022
... the dominant platform provider, both for aligned and non-aligned advisers, followed by BT's Panorama and Asgard, Macquarie Wrap, Perpetual's WealthFocus, and AMP's North. CFS Super chief executive Kelly Power said: "While we already have a strong position ...

Sustainable SMAs added to Macquarie Wrap

JAMIE WILLIAMSON  |  FRIDAY, 8 OCT 2021
Six separately managed accounts from Dimensional and Pendal have been made exclusively available on Macquarie Wrap. The Dimensional Sustainability Balanced Model Portfolio, the Dimensional Sustainability Growth Model Portfolio and the Dimensional Sustainability ...
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