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Showing 1 - 10 of 24 results for "Panorama platform"

Drummond Capital broadens access to private markets offering

MATTHEW WAI  |  FRIDAY, 19 DEC 2025
... support retirement income. The Drummond Private Markets Separately Managed Account (SMA) was launched on the BT Panorama platform in May 2024, offering high-net-worth (HNW) clients access to a portfolio of private equity, private debt, and real assets. ...

BT launches new low-cost investment menu

ANGELIQUE MINAS  |  FRIDAY, 19 SEP 2025
BT is launching 'Focus' on its Panorama platform, a new low-cost investment menu in partnership with Vanguard Investments Australia. Available from October, the menu is designed to assist financial advisers in delivering scalable, cost-effective platform ...

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 ...

BT upgrades platform functionality

KARREN VERGARA  |  WEDNESDAY, 31 MAY 2023
BT is updating features of its Panorama platform that include improvements to reporting and document-tracking features. The reporting feature introduced last October 2022 will now allow financial advisers generate the same set of reports for potentially ...

BT names distribution lead

KARREN VERGARA  |  TUESDAY, 23 MAY 2023
... practices who have entrusted us to be the custodians of their clients' wealth, as we invest in our award-winning BT Panorama platform," Brown said.

That's a wrap for the BT Wrap

CASSANDRA BALDINI  |  MONDAY, 4 JUL 2022
... in a digital sense... it's advice efficiency," he said. Westpac and BT are currently hunting a buyer for the Panorama platform. The bank has previously said it expects to announce a transaction by the end of September.

BT Panorama sees SMSF growth

CHLOE WALKER  |  WEDNESDAY, 20 APR 2022
BT has seen the SMSF funds under administration on its Panorama platform soar. According to its latest update, SMSF FUA on the platform sits at $26 billion as of March end. It's more than doubled year on year, having sat at $11.93 billion in March 2021. ...

BT adds to platform business leadership

JAMIE WILLIAMSON  |  TUESDAY, 29 MAR 2022
... joins BT at an exciting time as we shape the BT of the future and continue to invest in the contemporary BT Panorama platform." Another role, head of strategy and product development, has also been created and BT expects to announce an appointment to ...

BT Panorama down for a week

ELIZABETH MCARTHUR  |  MONDAY, 9 AUG 2021
... intention to place the trades and when." Just last month, BT finished migrating all its wrap clients over to the Panorama platform. The move added another 150,000 accounts $56.6 billion to Panorama from BT Wrap. "Having both a digital and a conventional ...

Financial advice drags BTFG results

KARREN VERGARA  |  MONDAY, 6 MAY 2019
... million. Total costs associated with restructuring the wealth business was $190 million. On a brighter note, the BT Panorama platform recorded a 38% jump in funds to $17 billion. However, this was dampened by lower platform margins as a result of repricing ...
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