Search Results | Showing 171 - 180 of 426 results for "Netwealth" |
| | | ... May, taking on the new position of manager of self-invested and international solutions. Thomas joins Praemium from Netwealth where he has served as head of managed accounts strategy and development since 2014. At Praemium, Thomas will play a key role ... |
| | | | ... quickly setting about building out an entirely refreshed leadership team. In March the platform provider named former Netwealth chief operating and financial officer Bruce MacDougall as chief financial officer. At the same time, former HUB24 head of ... |
| | | | ... called Arrive Wealth Management Sydney, Cardena joined Fortnum in November 2016. Cardena has, in the past, partnered with Netwealth to launch a private label managed account. The firm is run by a team of eight, including three directors, two financial ... |
| | | | ... Lloyds, Bankers Trust and Worldgroup. Haynes co-founded Paragem in 2005 and its respective subsidiaries were sold to Netwealth in 2011 and HUB24 in 2014. Netwealth changed Paragem's Dealer Services to Pathway Licensee Services as of March 2012. Netwealth ... |
| | | | Netwealth has offloaded its Pathway subsidiary to a large financial services technology provider. Pathway Licensee Services was acquired by IRESS for an undisclosed amount on 1 April. The platform provider confirmed the sale in a quarterly update to ... |
| | | | ... sales manager for New South Wales, Queensland and the ACT. Before that, Ordon was national account sales manager at netwealth and national high-net-worth manager at Credit Suisse. Arnold launched Aoris after his departure from Evans & Partners following ... |
| | | | ... from Investment Trends saw FirstWrap rank fourth for overall platform functionality, as rated by financial advisers. Netwealth, HUB24, OneVue, FirstWrap and Asgard eWrap comprised the top five. |
| | | | Looking beyond 2020, netwealth technical services head Keat Chew said financial advisers must consider the prospect of small tax increases on superannuation earnings and lump sum payments. Speaking at a recent netwealth CPD event in Sydney, Chew took ... |
| | | | ... Trust, DIY Master Plan, Encircle Superannuation Fund, CBA Essential Super, HUB24 Super Fund, ISARF Superannuation Fund, Netwealth Superannuation Master Fund and ClearView Retirement Plan. Five of these funds operate under the Diversa Trustees RSE with ... |
| | | | A reinvigorated Powerwrap is bolstering its leadership team with the addition of former Netwealth, HUB24 and Morgan Stanley executives. Former Netwealth chief operating and financial officer Bruce MacDougall has joined Powerwrap as its new chief financial ... |
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