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Showing 101 - 110 of 304 results for "JBWere"

Praemium renews Asgard contract

DARREN SNYDER | WEDNESDAY, 19 DEC 2018

... Management Australia signed its 115 financial advisers to the SMA technology. This was after Praemium succeeded in retaining JBWere for another two years in June.

Impact investment manager grows board

JAMIE WILLIAMSON | FRIDAY, 7 DEC 2018

... deputy chair of ASIC's Markets Disciplinary Panel since 2016 and previously served as head of legal, compliance and risk at JBWere for seven years. In addition to IIG, Boreham serves as a non-executive director on the board of Yarra Funds Management ...

SMSF investment platform begins, announces senior hire

DARREN SNYDER | WEDNESDAY, 28 NOV 2018

... other investors the choice of several managers, including foundation partners Schroders; Shaw and Partners; SG Hiscock; JBWere; InvestSense (in collaboration with Magellan and PIMCO); and Clime Investment Management. The managers will provide content ...

Philanthropic forces shift asset allocation

DARREN SNYDER | THURSDAY, 6 SEP 2018

... annual grants and funding to non-traditional sectors. Speaking at the Philanthropy Australia National Conference yesterday, JBWere Philanthropic Services senior consultant John McLeod said over the last 20 years the general public or mass market has ...

MLC announces new chief executive

KARREN VERGARA | TUESDAY, 17 JUL 2018

... businesses, currently operating under MLC and other brands, to allow for a focus on simpler wealth offering via nabtrade and JBWere. Thorburn commented Lloyd is a standout leader and the right person to lead through the transaction, establish a new standalone ...

Praemium FUA surpasses $8bn

KARREN VERGARA | FRIDAY, 13 JUL 2018

... meanwhile, will use reporting and administration services for its $1.2 billion in funds under management. Its partnership with JBWere was extended for two years to continue to provide wealth management portfolio technology solutions. In June, Praemium ...

Members abandon bank-aligned group insurers

KARREN VERGARA | TUESDAY, 5 JUN 2018

... divestment of Australia's largest retail MySuper product. While the bank will continue to service high-net-worth clients via JBWere, it is shedding the rest of its wealth operations so as to become "focused on core banking." NAB said options for ...

Platform provider extends relationship with wealth manager

HARRISON WORLEY | TUESDAY, 29 MAY 2018

... wealth manager with more than $21 billion in funds under management has extended its contract with a platform provider. JBWere has extended its contract with Praemium for two years. The deal will allow JBWere to continue to use Praemium's reporting solutions ...

NAB to divest MLC

ALEX BURKE | THURSDAY, 3 MAY 2018

NAB to sell MLC

HARRISON WORLEY | THURSDAY, 3 MAY 2018

... wealth management arm, which it said would involve "retaining and investing in a more focused wealth offering," including JBWere. NAB said it was targeting separation by the end of 2019 calendar year via a demerger or IPO. The bank also said it would ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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