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Showing 21 - 27 of 27 results for "Custom Solutions"

Custom Solutions flows double in June qtr

MICHAEL HOBBS  |  FRIDAY, 23 JUL 2010
Flows to Commonwealth Bank's Custom Solutions platforms, which includes FirstWrap, more than doubled to $114 million during the June quarter. The bank's June quarter report found its Custom Solutions platforms attracted an extra $64 million during the ...

Guardian launches wrap platform

PRESS RELEASE  |  WEDNESDAY, 16 JUN 2010
... is this will be a boon for both them and their clients." Guardian signed the deal with Colonial First State's Custom Solutions for the white label platform in March this year. Guardian has approximately 150 financial advisers with more than $1.4 billion ...

CFS appoints Core Equity Services for brokerage

PRESS RELEASE  |  WEDNESDAY, 21 APR 2010
Colonial First State Custom Solutions has appointed Commonwealth Bank-owned Core Equity Services as its default broker for the FirstWrap platform. Chris Stevens said selecting the broking firm as the default broker for FirstWrap and white label platforms ...

Navigator tops best platform list

RUTH LIEW  |  MONDAY, 29 MAR 2010
... through the rankings", noted the 2009 Investment Trends Platform Report. It beat Avanteos (now Colonial First State Custom Solutions), which won first place last year after remaining in the top spot for three years in a row. Rounding up the top five ...

Guardian signs Custom Solutions

PRESS RELEASE  |  THURSDAY, 25 MAR 2010
Colonial First State's Custom Solutions platform has signed a white label agreement with Suncorp Group-owned Guardian Financial Planning. The deal means Guardian advisers will be able to provide clients with a broad number of investment options, risk ...

CFS platforms gain $1.9bn net flows

MICHAEL HOBBS  |  WEDNESDAY, 10 FEB 2010
Colonial First State's investment platforms, FirstChoice and Custom Solutions, recorded positive net flows of $1.9 billion for the half year to December 2009, according to the bank's interim numbers. Colonial First State's underlying profit after tax ...

Macquarie buys Canadian dealer

RUTH LIEW  |  TUESDAY, 27 OCT 2009
... currently has more than 130 advisers and offers a full range of investment services to retail clients, including custom solutions ranging from equities and fixed income to estate and insurance. The firm also operates a 60 person capital markets division ...
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