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Showing 211 - 220 of 500 results for "netwealth"

Netwealth opens new office, grows team

ELIZABETH MCARTHUR  |  MONDAY, 29 APR 2019
Netwealth is opening a new office and expanding its national distribution team with the addition of a former BT Financial Group senior sales manager. The new office will be in Adelaide and manned by Andrew Dwyer, its newly-appointed senior distribution ...

Colonial First State makes major fee cuts

KANIKA SOOD  |  THURSDAY, 18 APR 2019
... held steady over last year. However, the new money entering the sector has been going to non-aligned players such as Netwealth and HUB24, and to Macquarie. HUB24 outstripped CFS in capturing net fund flows in September quarter. Read more about how CFS ...

J.P. Morgan still the top custodian

KANIKA SOOD  |  FRIDAY, 12 APR 2019
... and Treasury Services ($106 billion), Bond Street ($98 billion), Ausmaq ($53 billion), BNY Mellon ($24 billion) and Netwealth ($19 billion). Custodians usually charge fees as a combination of total assets under custody and per transaction, with the exact ...

Praemium loses major client

KARREN VERGARA  |  MONDAY, 8 APR 2019
... Private made $4 million in revenue for Praemium during the 2018 calendar year. It will transition to new platform provider Netwealth from July 2019. While "it is disappointing to have a valued client choose to go in a different direction," several new ...

Powerwrap makes a move on IPO

KANIKA SOOD  |  FRIDAY, 5 APR 2019
... it over selling the company to prospective suitors. In listing on the ASX, it joins fellow platform providers HUB24, Netwealth, Praemium and Managed Accounts Holdings. Bell Potter and Bailleau are the advisors on Powerwrap's IPO and Deloitte is the ...

India Avenue fund distribution boosted

ELIZABETH MCARTHUR  |  TUESDAY, 26 MAR 2019
... fastest growing investment platforms. Clients and advisers managing and advising on superannuation assets on HUB24, Netwealth and Powerwrap can now gain exposure to Indian equities through this fund. India Avenue has invested assets of approximately ...

Smaller platforms continue to excel

HARRISON WORLEY  |  WEDNESDAY, 13 MAR 2019
... players continue to make gains against their institutional competitors, according to Investment Trends' latest report. Netwealth and HUB24 were top of the platform pile in 2018 according to the firm's annual benchmarking and competitive analysis ...

Global fund launches in retail market

KARREN VERGARA  |  WEDNESDAY, 6 MAR 2019
A global equity fund is now available to retail investors via the Netwealth and HUB24 platform. The Loomis Sayles Global Equity Fund targets financial advisers and direct investors. Investors Mutual Limited (IML) is the responsible entity for the fund ...

Royal Commission boosts platform provider

HARRISON WORLEY  |  TUESDAY, 26 FEB 2019
... latest platform provider to trumpet its positive outlook after the Royal Commission. Earlier this month, competitor Netwealth said it expected some of the $189 billion in funds under administration subject to grandfathered commissions would flow in its ...

Netwealth to benefit from RC fallout

HARRISON WORLEY  |  MONDAY, 18 FEB 2019
The Royal Commission might have been harsh on some financial services providers, but Netwealth said it's poised to benefit. Informing the market of its half-yearly financial performance this morning, the platform provider said strong flows towards ...