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Showing 11 - 20 of 100+ results for "Netwealth"

Praemium expands distribution footprint

KARREN VERGARA  |  TUESDAY, 6 APR 2021
... Powerwrap. Investment Trends' latest platform survey found HUB24 ranked first for its functionality, followed by Netwealth, Praemium, BT Panorama and Macquarie Wrap.

Milliman hires head of distribution

KARREN VERGARA  |  TUESDAY, 23 MAR 2021
... Xplore Wealth for over a year and HUB24 for five-and-a-half years in business development roles. Prior to that, he was at Netwealth, IRESS, John Hopkins Group and Aviva. "Durand brings extensive local retail investment experience with him to Milliman ...

HUB24 hits fund managers with higher fees

KANIKA SOOD  |  FRIDAY, 19 MAR 2021
... rebate system from manual to online. But it did not say if it will add a rebate fee for fund managers like its competitor Netwealth did last year. "Following feedback from a number of fund managers and portfolio managers HUB24 is planning to invest in ...

Fund manager COO resigns, chair named

KARREN VERGARA  |  THURSDAY, 18 MAR 2021
... Jane Tongs who has been with Cromwell since 2014 and recently retired. Tongs has also retired from her role as chair at Netwealth. Weiss sits on a number of boards, including Estia Health, Ardent Leisure and Ariadne. Also joining Weiss is Eng-Peng Ooi ...

Lonsec chief to exit, chair welcomed

KARREN VERGARA  |  FRIDAY, 5 MAR 2021
... SuperRatings and Lonsec Investment Solutions. Haynes co-founded Paragem in 2005 and its respective subsidiaries were sold to Netwealth in 2011 and HUB24 in 2014. HUB24 recently completed the sale of Paragem to Easton Investments. Before founding Paragem ...

Prime Value hires from MLC

ELIZA BAVIN  |  WEDNESDAY, 3 MAR 2021
... with financial advisors and dealer groups," Quek said. Prime Value funds are available via platforms including BT Wrap, Netwealth, HUB24, and Powerwrap.

HUB24, Netwealth top platform rankings

JAMIE WILLIAMSON  |  MONDAY, 22 FEB 2021
Investment Trends' latest look at the platforms space has seen HUB24 just inch out Netwealth for the lead when it comes to overall functionality. The 2020 Platform Benchmarking & Competitive Analysis Report sees HUB24 rank first for platform functionality ...

Netwealth cash margin could squeeze

KANIKA SOOD  |  FRIDAY, 19 FEB 2021
Netwealth's revenue from its cash transaction accounts could fall in the next year as the risk of ANZ Bank renegotiating the rate rises, according to Macquarie. Netwealth had $38.8 billion in total funds under advice at December end. Of this, about ...

J.P. Morgan dominates custody market

KARREN VERGARA  |  THURSDAY, 18 FEB 2021
... NAB Asset Servicing ($538.5bn), BNP Paribas ($475bn), State Street ($460.7bn), HSBC ($196.1bn), Clearstream ($70.9bn), Netwealth ($38.8bn) and BNY Mellon ($25.9bn). With total assets under custody growing 7.4% over the six months, ACSA chief executive ...

Netwealth boosts profit, FUA

ANNABELLE DICKSON  |  WEDNESDAY, 17 FEB 2021
... a 34.5% increase in statutory profit and a $4.5 billion rise in funds under administration in its half-year results. Netwealth's statutory profit reached $27.6 million and funds under administration grew to $38.8 billion while funds under management ...