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Showing 111 - 115 of 115 results for %22Centric Wealth Management%22

IRESS and XPLAN stay on the up

HAMISH MADDEN  |  FRIDAY, 23 FEB 2007
... general manager, said XPLAN's revenue growth in 2007 would continue to ramp up, underpinned by a strong focus on customer-centric solutions. While organic growth would continue to drive XPLAN's revenues, he said the business was not ruling out further ...

Plan B buys NZ private banker

... relationship with Strategic Asset Management and are delighted to be taking it one step further. The two companies share a client-centric philosophy and the same approach to asset-class investing," said Denys Pearce, Plan B's group managing director. ...

Unisys and Centricom launch enhanced secure online transaction system

Unisys continues its march into Australian wealth management by partnering with Centricom to jointly launch a secure online payments management system. The initiative sees Unisys provide the business processing back-end for the online debit payment ...

CENTRIC Wealth formed as boutique dealers merge

Berkley Group and Centrestone Wealth Advisers (Centrestone) have merged to form CENTRIC Wealth. The company, launched by Chairman Lucy Turnbull, is an attempt to champion independence against what Turnbull says is a 'tide' of institutional ownership ...

Two new faces at Macquarie; three more to come

... success," Franks said. "We are looking to leverage Macquarie's strong brand with differentiated products and investment centric support to advisers."