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Showing 1 - 10 of 57 results for "Xplore Wealth"

Wealth groups tap operations leads

ELIZABETH FRY | THURSDAY, 19 JUN 2025

... experience in the financial services industry. His previous roles include senior positions at Nikko Asset Management and Xplore Wealth, as well as consulting work in asset management, superannuation, and investment services. "Nathan has been a crucial ...

HUB24 engulfs ClearView's remaining superannuation business

KARREN VERGARA | WEDNESDAY, 19 FEB 2025

... up 29% to $154 million, driven by FUA growth and an uplift in trading volumes. Some $2 billion of FUA relates to Xplore Wealth MDA, which will shutter by March 31. Looking ahead, HUB24 expects its platform FUA target to reach between $123 billion to ...

HUB24 shutters Xplore Wealth MDA services

ANDREW MCKEAN | TUESDAY, 21 JAN 2025

HUB24 plans to shut down its Xplore Wealth Managed Discretionary Account (MDA) services next year, with discussions underway with financial advisers to explore alternative options. The Xplore Wealth MDA has around $2 billion in funds under administration ...

Sequoia chief learns his fate at EGM

ELIZA BAVIN | THURSDAY, 6 JUN 2024

... director Kevin Pattison as directors and replace them with head of professional services Brent Jones and former Xplore Wealth chair Peter Brook. Those resolutions failed to gain the necessary votes at the EGM. Back in April, Crole said he was "disappointed" ...

Sequoia seeks Takeovers Panel intervention

KARREN VERGARA | FRIDAY, 17 MAY 2024

... want to replace them with Sequoia head of professional services Brent Jones, who is also Jones' son, and former Xplore Wealth chair Peter Brook. Crole and Pattison also told the Takeovers Panel that the shareholders purchased additional Sequoia shares ...

Sequoia chief's job at stake in upcoming EGM

ANDREW MCKEAN | FRIDAY, 26 APR 2024

... director Kevin Pattison as directors, replacing them with head of professional services Brent Jones, and former Xplore Wealth chair Peter Brook. "The objective of this process is to focus on streamlining the current business with a focus on reviewing ...

HUB24 hits $100bn milestone

KARREN VERGARA | TUESDAY, 16 APR 2024

HUB24, which owns Xplore Wealth, Class, and myprosperity, surpassed the $100 billion milestone at the end of March. Some $79.7 billion in FUA, up 34% year on year, came directly from the platform. Its Portfolio Administration and Reporting Services' ...

BNP Paribas reappointed as custodian for wealth platform

ANDREW MCKEAN | FRIDAY, 15 SEP 2023

... Securities Services division has supported HUB24 during its period of strong growth, including providing custody for Xplore Wealth products that transitioned to its platform in 2020. Notably, HUB24 acquired Xplore Wealth to add complementary expertise ...

AMG Super hires to distribution team

CHLOE WALKER | THURSDAY, 5 MAY 2022

... Tasmania. He joins from Bell Direct platform Desktop Broker. Prior to Bell Direct, Carr was distribution manager at Xplore Wealth and also served as head of distribution at Powerwrap. Powerwrap was acquired by Praemium in 2020. Terry Constable, head ...

HUB24 continues growth trajectory

ELIZABETH MCARTHUR | TUESDAY, 22 FEB 2022

... 2021. Group underlying EBITDA also improved, up 80% to $29.7 million. During the period, HUB24's acquisitions of Xplore Wealth, Class and Ord Minnett PARS progressed. The company announced a full franked half-year dividend of 7.5 cents per share, an ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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