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Showing 281 - 290 of 696 results for "Custodian"

Mason Stevens renews custodian

KANIKA SOOD  |  FRIDAY, 10 AUG 2018
The managed accounts provider has extended the relationship with its custodian as it continues to build its business. NAB Asset Servicing will handle Mason Stevens's custody needs for the next five years. The eight-year-old managed accounts provider ...

AustralianSuper tax specialist heads to fintech

KANIKA SOOD  |  WEDNESDAY, 1 AUG 2018
... to clients," Orrock said. "Her experience in working in every link of the tax and superannuation data chain, from the custodian, where the data is sourced, to the client and advisor where the data is used and signed off, brings not only technical and ...

SPECIAL FEATURE: Breaking the custody mould

KANIKA SOOD  |  WEDNESDAY, 25 JUL 2018
Custodians are defying a myth the $3.5 trillion industry hasn't kept pace with technology to address operational efficiencies and system-related issues. For many, robotics is already taking over several manual processes. According to the Australian ...

Custodian strengthens front-office with $3.5 billion acquisition

KANIKA SOOD  |  MONDAY, 23 JUL 2018
A $46 trillion global custodian is set to acquire a front office solutions developer to strengthen its servicing platform for asset managers and asset owners. State Street has entered a definitive, all cash agreement to acquire Charles River Systems ...

VanEck adds two to Australian team

KANIKA SOOD  |  THURSDAY, 19 JUL 2018
VanEck has made hires for its investment and operations team to support its Australian ETF business. Cameron McCormack is joining VanEck's investment team as a senior associate. He previously worked at Pacific Life Re Australia as a pricing and ...

CountPlus rolls out new service to member firms

ALEX BURKE  |  TUESDAY, 12 JUN 2018
CountPlus extended its partnership with Xero to provide access for all member firms to the company's cloud-based accounting software. This extended partnership was referred to a "platinum agreement" by CountPlus chief executive Matthew Rowe, who ...

StatePlus awards custody mandate

KANIKA SOOD  |  WEDNESDAY, 30 MAY 2018
... services for multiple asset classes. StatePlus chief executive Graeme Arnott said: "We have appointed State Street as our custodian to ensure we are well-positioned to support the continued growth of our business and to have the best long-term partners ...

Artificial intelligence to become commonplace at instos

DARREN SNYDER  |  MONDAY, 21 MAY 2018
... over the next two years. Local instos are more bullish on AI than Singapore and Hong Kong-based clients, the global custodian notes, saying the Asia Pacific counterparts anticipate adoption happening in two to five years. Half of Australian clients surveyed ...

TCorp investment operations boss departs in leadership restructure

ALEX BURKE  |  THURSDAY, 17 MAY 2018
... $34 million per annum, and successfully led the project responsible for transitioning the combined assets to a single custodian in 2017," TCorp chief executive David Deverall said. "He has been an active participant in the industry as a member of the ...

CountPlus firm acquires NSW practice

ALEX BURKE  |  FRIDAY, 13 APR 2018
A CountPlus financial planning member firm will acquire 100% of a New South Wales accounting practice. Robson Partners will acquire Walker & Andrews with the process finalising on May 1. CountPlus described the acquisition as "earnings-accretive" for ...