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Showing 111 - 120 of 1803 results for %22Grow Wrap%22

Colonial First State makes major fee cuts

KANIKA SOOD  |  THURSDAY, 18 APR 2019
... saving for a member with $200,000. Three new index funds CFS has also added three index options to FirstChoice Wholesale and Wrap Plus. The conservative, diversified and growth options will charge around 0.34%. "We have seen a significant increase in ...

Platform provider wins mandate

KANIKA SOOD  |  WEDNESDAY, 10 APR 2019
... Management director Sam Robson said. Managed Accounts Holdings (ASX: MGP) now has $13.3 billion across its flagship MDAs and the wrap functionality added after acquiring Linear. The company is looking to change its name to Xplore Wealth (ASX: XPL). The ...

Principal appoints insto sales director

ELIZABETH MCARTHUR  |  TUESDAY, 9 APR 2019
... Australian and New Zealand institutional market is a key area of focus for Principal, and I have confidence in his ability to help grow the business." Commenting on his new role, Boys said: "Principal has a wide range of high-quality, high-performing ...

Alternative platform launches

HARRISON WORLEY  |  TUESDAY, 2 APR 2019
... Platform, which uses the Holder Identification Number (HIN) of end investors to hold investments, rather than the custodial wrap model employed by many Australian platforms. The firm said its new "alternative" offering would offer advisers and clients ...

Platform rebrands for next phase

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2019
... and investment administrator is rebranding as it gears up for the launch of both a superannuation and non-superannuation Wrap solution. Managed Accounts Holdings - also known as managedaccounts.com.au - is rebranding to Xplore Wealth. The company said ...

MLC MySuper switches to lifestage

KANIKA SOOD  |  FRIDAY, 22 FEB 2019
... found opportunities to buy growth assets and sell down defensive ones; and how it will manage the transition. "As part of the Wrap platform pricing changes announced last month, MLC Wealth chief executive Geoff Lloyd said [sic] he was continuing to modernise ...

MLC drops wrap and super admin fees

DARREN SNYDER  |  TUESDAY, 29 JAN 2019
... making our platform one of the cheapest in the country," Lloyd said. "This is great news for clients because it will help grow their super and investment balances faster." Clients with up to four family members will be treated as one group, and annual ...

Long-serving platform expert jumps ship

JAMIE WILLIAMSON  |  TUESDAY, 18 DEC 2018
... client response team at Zurich Financial Services. He moved across to the business development team responsible for Zurich's wrap platform. "Great to join BT and be part of the Panorama growth journey and success," La Macchia said in a LinkedIn post. ...

Bentham AM launches mFund

KANIKA SOOD  |  WEDNESDAY, 12 DEC 2018
Richard Quin's Bentham Asset Management is launching a new mFund for its asset-backed securities (ABS) strategy as the boutique ramps up the distribution for the $130 million strategy. The now $8 billion boutique broke away from the Sydney offices ...

CFS retail sales lead joins global boutique

JAMIE WILLIAMSON  |  WEDNESDAY, 5 DEC 2018
... servicing more than 20 local clients totalling more than $2.7 billion in assets. Abernethy will be responsible for continuing to grow the boutique's institutional business in Australia as well as leading the development of the wholesale market. He will ...