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Showing 1 - 10 of 139 results for "Panorama"

Annual MAX Awards celebrates best in industry

ELIZA BAVIN  |  FRIDAY, 7 JUN 2024
... - Distribution Guy McInerney, Franklin Templeton Social Media Campaign of the Year BT Financial Group - People Behind Panorama Video Campaign of the Year BNP Paribas - Green Bonds Website of the Year GQG Partners

BT Panorama launches first-of-its-kind private market managed account

ANDREW MCKEAN  |  THURSDAY, 30 MAY 2024
BT has launched the Drummond Private Markets Separately Managed Account (SMA) on the BT Panorama platform, offering high-net-worth (HNW) clients access to a portfolio of private equity, private debt, and real assets. BT head of managed accounts Zac ...

HUB24 hits $100bn milestone

KARREN VERGARA  |  TUESDAY, 16 APR 2024
... quarter. Investment Trends named HUB24 as the best full-function platform in 2023, narrowly beating Netwealth. Praemium, BT Panorama, and Mason Stevens were also recognised for superior platform functionality. The report also commended AMP North as the ...

Macquarie executive to become chief product officer at BT

JAMIE WILLIAMSON  |  WEDNESDAY, 3 APR 2024
... over as BT's chief product officer in May. She will be responsible for leading the platforms business, comprising BT Panorama which houses over $110 billion in funds under management on behalf of 243,000 customers. Kline replaces Kathy Vincent who departed ...

Managed account FUM closes in on $200bn milestone

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2024
... diversified portfolios more effectively." The data was collected from 46 large and smaller organisations, including BT Panorama, Clime Asset Management, DASH, Elston, HUB24, Insignia Financial, Macquarie, and Praemium.

Investment Trends ranks top five platforms

ANDREW MCKEAN  |  THURSDAY, 15 FEB 2024
... In the report's analysis of platform developments aimed at supporting the provision of advice to clients, Praemium, BT Panorama, and Mason Stevens were also recognised for superior platform functionality. However, the report underscored that all platforms ...

What you read in 2023

JAMIE WILLIAMSON  |  FRIDAY, 15 DEC 2023
... business for transfer to Mercer, it made the call to wind up the long-standing Retirement Wrap fund that underpinned BT Panorama Super. It followed the second annual Your Future, Your Super performance test in which Retirement Wrap's Westpac Group ...

Westpac reports $7.2bn profit

KARREN VERGARA  |  MONDAY, 6 NOV 2023
... their spending elsewhere," Westpac chief executive Peter King said. The Specialist Businesses Division, which operates BT Panorama, Westpac Pacific, margin lending, and retail auto finance, contributed $605 million in profit. Since its formation in May ...

BT names platform strategy lead

CHLOE WALKER  |  MONDAY, 14 AUG 2023
... Australian Retirement Trust's chief retirement officer. According to BT, Brinckley was instrumental in the development of BT Panorama and the foundation delivery of its managed account offering. Over the following decade, he played a key role in delivering ...

Westpac plans aggressive platforms play

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2023
... he said. About half of the country's financial advisers currently use BT's platforms, which currently comprise Panorama and Asgard eWRAP. By market share, Plan For Life puts BT at the top with 17.1% as at December 2022. Rady said he believes ...
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