Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 5 of 5 results for "uXchange"

Former industry fund chief in new role

ELIZABETH FRY  |  FRIDAY, 13 SEP 2024
... including the small-cap Prime Value Emerging Opportunities Fund, which is available via platforms including Netwealth, uXchange, Mason Stevens, Hub24 and BT Panorama, Praemium and AMP North," he said. "I have watched with interest as the group has expanded ...

Managed accounts platform doubles FUA

KARREN VERGARA  |  TUESDAY, 31 OCT 2017
... discretionary account services and expanded to managed accounts solutions the following year. In June, the group launched the uXchange platform, a low-cost alternative to traditional wraps and the unlisted managed funds platform mFund. The following ...

Equity Trustees names philanthropy lead

KARREN VERGARA, JAMIE WILLIAMSON  |  TUESDAY, 25 JUL 2017
... charity and the not-for-profit sector. Separately, Equity Trustees has also been appointed as Operator of WealthO2's uXchange which allow investors to access, buy, sell, and hold unlisted managed funds on a transactional cost basis through their adviser. ...

New super product for investment savvy

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
... investors an SMSF-like experience without the cost or the hassle." Earlier this year WealthO2 also launched WealthO2 uXchange, a managed funds transaction exchange that provides financial advisers with an alternative to traditional wrap platforms and ...

Managed funds platform launches

KARREN VERGARA  |  TUESDAY, 20 JUN 2017
... alternative to traditional wraps and the unlisted managed funds platform mFund. MA Operator co-founder Shannon Bernasconi said uXchange enables advisers to access local and international managed funds, and it charges transaction-based fees only. "It ...
PAGE:
1