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Showing 11 - 20 of 495 results for "netwealth"

ASX rebalance sees DigiCo exit top 200

ELIZA BAVIN  |  MONDAY, 9 MAR 2026
... the March S&P/ASX 200 Index rebalance seeing DigiCo drop out of the top 200. As part of the March rebalance, Pinnacle, Netwealth and Lendlease have dropped out of the S&P/ASX 100. This comes after HMC Capital - the parent company of the DigiCo REIT - ...

Mega-funds grow but net cashflows steadily decline

JAMIE WILLIAMSON  |  FRIDAY, 6 MAR 2026
... a selection of retail funds, in particular those with platform investment offerings, with funds including HUB24 and Netwealth generating strong organic growth driven by inward rollovers, and AMP Super showing improvement in member retention with a reducing ...

Local custody industry surpasses $6tn milestone

JAMIE WILLIAMSON  |  FRIDAY, 6 MAR 2026
... in the second half of 2025. Also seeing double-digit growth in the period were BNY Mellon (17.4%), HSBC Bank (12%), Netwealth (11.2%), and Perpetual (11.1%). The top five custodians by size now are J.P. Morgan ($1.49tn), State Street ($1.08tn), Citigroup ...

Platform cybersecurity, service quality now advisers' deciding factors

MATTHEW WAI  |  FRIDAY, 27 FEB 2026
... HUB24 retaining the top overall position in 2025 and topping four categories. Macquarie Wrap led in cybersecurity, while Netwealth ranked first in service. Commenting, Investment Trends head of research Julian Cappe said platforms need to acknowledge ...

Governance issues on the rise: ASIC

ELIZA BAVIN  |  WEDNESDAY, 25 FEB 2026
... enforceable undertakings that saw Macquarie pay $321 million to around 3000 affected Shield Master Fund investors and Netwealth pay $101 million to more than 1000 affected First Guardian Master Fund investors. "ASIC has secured record penalties in response ...

Sequoia weighs InterPrac's fate, launches review

KARREN VERGARA  |  TUESDAY, 24 FEB 2026
... reduce product access constrained business flows has impacted the InterPrac business during the period." Last November, Netwealth and Macquarie announced they will bar InterPrac advisers from their platforms. Sequoia's licensee and adviser services division ...

Netwealth reports HY loss after $100m payment to First Guardian victims

ELIZA BAVIN  |  WEDNESDAY, 18 FEB 2026
Netwealth has reported a half year net loss of $2.2 million after refunding more than $100 million to victims of the First Guardian Master Fund collapse. Excluding the First Guardian expense, Netwealth said net profit after tax would have grown 19.9% ...

HNWs, retirees key battlegrounds for platforms: SuitabilityHub

KARREN VERGARA  |  MONDAY, 16 FEB 2026
... propositions, non-custodial administration services and expand access to sophisticated investments. HUB24 Private Invest and Netwealth Private are examples, both structured as wholesale-only propositions to enable greater flexibility and efficiency in ...

Senate questions APRA's role in Shield, First Guardian disaster

KARREN VERGARA  |  FRIDAY, 13 FEB 2026
... billion in retirement savings, according to ASIC. In December 2025, APRA accepted a court enforceable undertaking from Netwealth and imposed licence conditions on Diversa Trustees and Equity Trustees to address investment governance-related concerns. ...

Impact Alpha Partners boosts team ahead of new strategy launch

ELIZABETH FRY  |  THURSDAY, 12 FEB 2026
... Real Asset Capital Partners, sits on the trustee board of Qualitas Securities, and serves as an independent director at Netwealth Super. Incidentally, Bearman rejoins ex-colleague and Blue Orbit chief executive Adam Randall, who joined Impact Alpha Partners ...