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Showing 91 - 100 of 100+ results for "Netwealth"

Blockchain comes to managed funds

KANIKA SOOD  |  TUESDAY, 4 DEC 2018
... Australian funds. Calastone has over 1700 customers in 40 countries. Its Australian clients include companies such as Netwealth and Mainstream BPO. It runs a team of five people out of its Sydney offices - mostly on the client relationship side. It expects ...

Bennelong boutique hires analyst

KANIKA SOOD  |  WEDNESDAY, 24 OCT 2018
... Zenith and 'superior' from SQM. It was just added to BT Panorama and BT Wrap, and is also on Hub24, Macquarie Wrap, Netwealth and Powerwrap. "The fund aims to generate a real total return of at least 5% p.a. above CPI over five plus years. As at 30 September ...

Challenger expands distribution reach

KARREN VERGARA  |  WEDNESDAY, 24 OCT 2018
... capabilities by launching its annuities on a fifth platform. Challenger fixed-term and lifetime annuities will launch on the netwealth platform. It follows an announcement in August that saw products made available on BT Panorama. Challenger also plans ...

Robo-advice register launches

KARREN VERGARA  |  TUESDAY, 23 OCT 2018
... services. This includes fintechs such as AtlasTrend, Aleda Capital, brightday, BRICKX, Care360, cashwerkz, LifeSherpa, netwealth and Six Park. Adviser Ratings chief executive, wealth Mark Hoven said the register of 36 robo-advisers was launched to provide ...

Netwealth releases adviser toolkit

KANIKA SOOD  |  FRIDAY, 5 OCT 2018
Netwealth has launched a free open-source toolkit that wealth management businesses can leverage for innovation workshops in their offices. The first release focuses on customer experience and journey. The netwealth customer Journey Map workshop puts ...

Netwealth hires from BTFG

KANIKA SOOD  |  FRIDAY, 21 SEP 2018
Netwealth has hired a senior distribution executive from BT Financial Group. Sid Cavallaro was BT's state manager for platforms for New South Wales and was at BT for eight years. He will now work on Netwealth's senior distribution team and be responsible ...

Netwealth doubles market share

DARREN SNYDER  |  MONDAY, 3 SEP 2018
Nearing 12 months since listing on the Australian Securities Exchange, platform provider Netwealth progressed to reporting season with 35.9% income growth and a statutory net profit after tax of $20.8 million. Netwealth's platform revenue for FY18 was ...

Praemium taps Netwealth analyst for head governance role

HARRISON WORLEY  |  FRIDAY, 31 AUG 2018
A senior Netwealth investment research analyst is moving to Praemium. Damian Cilmi joins the managed accounts provider as its new head of investment managers and governance, starting his tenure on Monday, September 3. With the Praemium SMA already holding ...

Industry funds grows governance, risk teams

JAMIE WILLIAMSON  |  MONDAY, 20 AUG 2018
... worked on projects for HESTA and Colonial First State, while Ooi was most recently working in transformational change at Netwealth. Equip chief executive Nicholas Vamvakas said the new appointments will support the significant scale it has added since ...

Last chance to participate in the annual FS Managed Accounts Survey

MICHELLE BALTAZAR  |  WEDNESDAY, 1 AUG 2018
... shows a spike in the number of products and services launched since last year. Listed wealth management groups HUB24, Netwealth and Praemium have all announced substantial managed accounts uptake in recent months In its latest quarterly update, managed ...