Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 171 - 180 of 398 results for "Administration services"

Praemium FUA surpasses $8bn

KARREN VERGARA  |  FRIDAY, 13 JUL 2018
... originally provided performance and tax reporting services. Hartleys 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 ...

Shaw and Partners shelves managed accounts partnership

KANIKA SOOD  |  MONDAY, 25 JUN 2018
... current time." It is understood that Praemium is Shaw and Partners' managed accounts' responsible entity and administration services provider. In October last year, MGP entered a memorandum of understanding (MoU) with Shaw and Partners to develop a managed ...

Asset manager awards admin mandate

KARREN VERGARA  |  FRIDAY, 15 JUN 2018
... this year. The Nasdaq-listed company will provide fund and tax accounting, pricing, unit registry and administration services via its HiPortfolio and HiTrust solutions. Global Merces will self-administer its mutual funds using the solutions and expects ...

Advice fintech shutters Sydney office

ALEX BURKE  |  TUESDAY, 15 MAY 2018
... large-scale, compliant quality advice." This "renewed focus" will also see Intiger introduce new complementary administration services. "Ultimately, scale requires the successful integration of the company's BOOM2 artificial intelligence solution ...

Outsourcing driving advice client engagement

KARREN VERGARA  |  FRIDAY, 6 APR 2018
... partnership will see FinPal's software integrate with DBA's shared services delivery model, including business administration services, paraplanning, remote IT network management and voice-based support services. FinPal chief executive Stephen Handley ...

Affordable advice outsourcing at the ready

JAMIE WILLIAMSON  |  WEDNESDAY, 4 APR 2018
... advice. FinPal's software will integrate with DBA's shared services delivery model, including business administration services, paraplanning, remote IT network management and voice-based support services. FinPal chief executive Stephen Handley said many ...

Wealth firm appoints chief financial officer

DARREN SNYDER  |  TUESDAY, 20 MAR 2018
... for more than 15 years. GDG will also be the parent company to Austock Financial Services which provides administration services, unit pricing, fund valuation, investment and fund accounting, fund administration and business registry services.

Mainstream renews boutique fund administration mandate

EMMA RAPAPORT  |  FRIDAY, 10 NOV 2017
... Mainstream Fund Services has renewed one of its long-standing mandates, allowing the firm to deliver fund administration services to an Australian boutique manager. Following a comprehensive review of operations, Mainstream was reappointed by boutique ...

Australian multi-affiliate appoints custodian for Irish expansion

ALEX BURKE  |  THURSDAY, 26 OCT 2017
... multi-affiliate manager is introducing a new Irish-domiciled fund and has appointed a provider of custody and fund administration services. RBC Investor and Treasury Services (RBC I&TS) will oversee custody, administration, treasury, collateral management ...

Managed Accounts Holdings acquires competitor

JAMIE WILLIAMSON  |  TUESDAY, 26 SEP 2017
... bringing together these two businesses will provide existing and future clients with an enhanced platform and administration services." The merger proposal places an enterprise value of $42.5 million on Linear with consideration for Linear shareholders ...