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Showing 1 - 10 of 100+ results for "Macquarie Wrap"

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 ...

Zenith adds client to Macquarie Wrap

ANNABELLE DICKSON  |  FRIDAY, 23 JUL 2021
Zenith Investment Partners has launched a new managed account client on Macquarie Wrap as adviser demand for managed account solutions soars. Zenith worked with The Moreton Group to develop a customised managed account on Macquarie Wrap, which has helped ...

Adviser platform satisfaction slips

ANNABELLE DICKSON  |  WEDNESDAY, 7 JUL 2021
... satisfaction at 80% followed by HUB24 (78%). Rounding out the top five were BT Panorama (75%), CFS FirstChoice (73%), Macquarie Wrap (73%). "The challenging business conditions brought by the pandemic has undoubtedly put pressure on platforms to maintain ...

Milford lowers fees

ELIZABETH MCARTHUR  |  THURSDAY, 1 JUL 2021
... complemented by some exposure to international equities and cash. It is available on BT Panorama, BT Wrap, HUB24, IOOF, Macquarie Wrap, mFund, Netwealth, PowerWrap and Praemium. In May, Milford bolstered its distribution team hiring a head of wholesale ...

Macquarie Wrap reaches new milestone

ANNABELLE DICKSON  |  MONDAY, 10 MAY 2021
The Macquarie Wrap platform has hit new heights, recording over $100 billion in assets under administration. As at 31 March 2021, Macquarie Wrap has $101.4 billion in AUA, 21% market share and annual flows of $4.9 billion. Head of wealth product and ...

FirstChoice dominates platform market

KARREN VERGARA  |  THURSDAY, 29 APR 2021
... most-used platform nationwide. In New South Wales and the nation's capital, Perpetual WealthFocus (6.3%) and Macquarie Wrap (6.2%) are second and third most popular platforms, respectively. In Victoria, AMP Flexible Lifetime and Asgard are frequently ...

Praemium expands distribution footprint

KARREN VERGARA  |  TUESDAY, 6 APR 2021
... platform survey found HUB24 ranked first for its functionality, followed by Netwealth, Praemium, BT Panorama and Macquarie Wrap.

Macquarie Wrap SMAs surpass $5bn

ELIZA BAVIN  |  THURSDAY, 25 FEB 2021
Macquarie announced its separately managed accounts (SMAs) on the Macquarie Wrap platform have exceeded $5 billion in funds under administration. Macquarie said the milestone demonstrates the strength of its platform and the continued interest shown ...

HUB24, Netwealth top platform rankings

JAMIE WILLIAMSON  |  MONDAY, 22 FEB 2021
... research director King Loong Choi said. Rounding out the top five are Praemium (84.8%), BT Panorama (82.4%) and Macquarie Wrap (76.5%). The research house said it was clear this year that platforms are responding to the needs of financial advisers with ...

Platform hires distribution lead

KARREN VERGARA  |  WEDNESDAY, 27 JAN 2021
... executive director respectively. Roderick spent 14 years at Macquarie Bank where he was responsible for establishing Macquarie Wrap, the Professional Series, and retail life insurance businesses, as well as leading the Cash Management Trust. Pettiona ...
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