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Showing 1 - 10 of 14 results for "Hartleys"

Euroz Hartleys, Mason Stevens sign partnership

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2024
Euroz Hartleys will use Mason Stevens' outsourced chief investment office (CIO) service to ensure the unique investment needs of its clients are met via an enhanced capability. Euroz Hartleys said the partnership is testament to its dedication to ...

WAM to acquire two LICs

KARREN VERGARA  |  THURSDAY, 23 DEC 2021
... investments, returning 10.7% since its 2008 inception. Westoz Funds Management is the fund manager, which is owned by Euroz Hartleys Group. WIC has the same management structure, but invests in small to mid-cap ASX listed stocks. It has returned 12.9% ...

Euroz expecting spike in NPAT

KANIKA SOOD  |  WEDNESDAY, 3 FEB 2021
... billion in funds under management, and its funds management brand. "We are very pleased with the performance of our Euroz Hartleys business. [It] is now the largest stockbroking firm in Western Australia are searching 126 companies," Euroz executive ...

Financial services firm names new directors

ALLY SELBY  |  WEDNESDAY, 7 OCT 2020
... expertise to the stockbroking, advisory and funds management business. Both Parker and Simpson are representatives of Hartleys, the firm Euroz merged with in July. Their appointments signify the completion of the merger. Euroz executive chair Andrew ...

Prodigy boutique finds new strategic partner

KANIKA SOOD  |  WEDNESDAY, 24 JUN 2020
... decided to stay away from multi-boutiques and focus on core capabilities. It has since partnered with stockbroking firm Hartleys.

Euroz, Hartleys to merge

JAMIE WILLIAMSON  |  FRIDAY, 19 JUN 2020
Euroz and Hartleys have made public plans to merge operations, creating a financial services powerhouse in Western Australia. Announced today, the two firms are set to join forces with Euroz issuing up to 33 million shares at a price of $0.915 each ...

Praemium renews Asgard contract

DARREN SNYDER  |  WEDNESDAY, 19 DEC 2018
... partnerships with Thornton Group, Advisory Partners and Providence Wealth. In July, broking and wealth management firm Hartleys became Praemium's newest client for its reporting and administration platform. Arguably its biggest signing of 2018 came in ...

Praemium FUA surpasses $8bn

KARREN VERGARA  |  FRIDAY, 13 JUL 2018
... Morgan Stanley Wealth Management's managed accounts business and inked a deal with West Australian wealth manager Hartleys. It also signed a five-year contract with CMC Markets Stockbroking to provide portfolio based reporting solutions. Morgan Stanley ...

Praemium inks deal with WA-based wealth manager

HARRISON WORLEY  |  WEDNESDAY, 4 JUL 2018
... with about $1.2 billion in funds under management is Praemium's newest client. Broking and wealth management firm Hartleys will manage its client portfolios using Praemium's reporting and administration platform, with the deal set to increase ...

New mobile broking platform launched in Australia

MARK SMITH  |  TUESDAY, 24 NOV 2015
... have already signed some significant contracts and we are growing our teams in Sydney, Melbourne and Perth." Stockbroker Hartleys is already using Dion's TradeCentre product to trade equities, run their client website and now provide mobile capabilities ...
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