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Showing 181 - 190 of 6464 results for "Wrap"

CCIV legislation introduced

JAMIE WILLIAMSON  |  FRIDAY, 26 NOV 2021
The Corporate Collective Investment Vehicle (CCIV) regime is back on the agenda, with the government introducing legislation to attract more foreign investment yesterday. Under the regime fund managers will be able to use a corporate structure with ...

Trustees Executors awards technology mandate

ELIZABETH MCARTHUR  |  THURSDAY, 11 NOV 2021
... wealth management joint venture. Trustee Executors selected SS&C Aloha for the joint venture, called Flint Wealth, which is a wrap account wealth management solution. SS&C Aloha will service Flint Wealth with front-to-back asset class support within ...

TelstraSuper releases retirement income solution

KARREN VERGARA  |  TUESDAY, 9 NOV 2021
TelstraSuper has launched its version of a retirement income product that has a flexible cash allocation feature. The new Lifestyle investment options aim to generate consistent income and tax efficiencies, grow and preserve capital, and manage retirement-specific ...

Macquarie Equities awards back-office mandate

KARREN VERGARA  |  TUESDAY, 26 OCT 2021
... Platform. TPP, the subsidiary of ASX-listed Bell Financial Group, will begin servicing Macquarie Equities' private bank and wrap platform this month. TPP has been providing settlement and clearing services to Bell Potter Securities since November ...

FSC to ban occupational exclusions

ANNABELLE DICKSON  |  TUESDAY, 12 OCT 2021
... protection insurance in MySuper and choice products. It comes as consultation on a review of occupational exclusions is due to wrap up this week, with the government looking to find solutions to problems that arise from occupational exclusions in MySuper ...

Sustainable SMAs added to Macquarie Wrap

JAMIE WILLIAMSON  |  FRIDAY, 8 OCT 2021
Six separately managed accounts from Dimensional and Pendal have been made exclusively available on Macquarie Wrap. The Dimensional Sustainability Balanced Model Portfolio, the Dimensional Sustainability Growth Model Portfolio and the Dimensional Sustainability ...

Fiducian adds $38m FUA to network

KARREN VERGARA  |  FRIDAY, 8 OCT 2021
... Growth Fund, India Fund, Property Securities Fund, Technology Fund, Balanced Fund and Ultra Growth Fund via the Consilium Wrap and MMC Wealth Administration platforms.

Copia hires from BT

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
... distribution manager for Queensland. Greg Black spent around 15 years at BT in distribution roles including state manager at BT Wrap and national manager, network development manager - BT Group Licensees. Black was previously a financial adviser at Davidson ...

Pension funds acquire forestry asset

ANNABELLE DICKSON  |  FRIDAY, 1 OCT 2021
Two European pension funds are set to purchase a 62% share in a timber producer in New Zealand. APG Asset Management on behalf of its Dutch pension fund client ABP, and the UK's Pension Protection Fund (PPF) have entered an agreement to purchase Sinotrans ...

Carolyn Colley joins Milford board

ELIZABETH MCARTHUR  |  THURSDAY, 30 SEP 2021
... head of personal banking at Macquarie Group, chief operating officer of wealth management at St. George Bank, head of BT Wrap at BT Financial Group and head of retirement product operations at Bankers Trust Company. She is also an independent non-executive ...