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Showing 11 - 20 of 730 results for %22Macquarie Wrap%22

CFS awards platform technology mandate

KARREN VERGARA  |  THURSDAY, 3 FEB 2022
... the dominant platform provider, both for aligned and non-aligned advisers, followed by BT's Panorama and Asgard, Macquarie Wrap, Perpetual's WealthFocus, and AMP's North. CFS Super chief executive Kelly Power said: "While we already have a strong position ...

Investment strategy lead joins Firetrail fund

JAMIE WILLIAMSON  |  TUESDAY, 18 JAN 2022
... work alongside Patrick Hodgens, James Miller, and Justin Gray. Doyle previously worked with Hodgens and the team at Macquarie Group where he served as an economist. Commenting on his new role, Doyle said: "I'm very excited to work with Patrick and the ...

Fidelity investment specialist exits

JAMIE WILLIAMSON  |  THURSDAY, 13 JAN 2022
... business development and investment specialists. He has also previously held roles with Pioneer Investments in Dublin, and Macquarie Group. Taking to LinkedIn, Doyle said of his time at Fidelity: "It has been a privilege to work for such a diverse, empowering ...

AMP Capital snaps up malls in $760m deal

CHLOE WALKER  |  MONDAY, 20 DEC 2021
AMP Capital has acquired two destination malls, Pacific Fair on the Gold Coast and the Macquarie Centre in suburban Sydney, in separate deals totalling approximately $760 million. AMP Capital Shopping Centre Fund (ASCF) bought an additional 25% stake ...

Macquarie Equities awards back-office mandate

KARREN VERGARA  |  TUESDAY, 26 OCT 2021
Macquarie Equities awarded a third-party clearing and settlements mandate to Third Party Platform. TPP, the subsidiary of ASX-listed Bell Financial Group, will begin servicing Macquarie Equities' private bank and wrap platform this month. TPP has ...

Sustainable SMAs added to Macquarie Wrap

JAMIE WILLIAMSON  |  FRIDAY, 8 OCT 2021
Six separately managed accounts from Dimensional and Pendal have been made exclusively available on Macquarie Wrap. The Dimensional Sustainability Balanced Model Portfolio, the Dimensional Sustainability Growth Model Portfolio and the Dimensional Sustainability ...

Carolyn Colley joins Milford board

ELIZABETH MCARTHUR  |  THURSDAY, 30 SEP 2021
... more than 30 years of Australian financial services sector knowledge. Colley was previously head of personal banking at Macquarie Group, chief operating officer of wealth management at St. George Bank, head of BT Wrap at BT Financial Group and head of ...

Zenith adds client to Macquarie Wrap

ANNABELLE DICKSON  |  FRIDAY, 23 JUL 2021
Zenith Investment Partners has launched a new managed account client on Macquarie Wrap as adviser demand for managed account solutions soars. Zenith worked with The Moreton Group to develop a customised managed account on Macquarie Wrap, which has helped ...

Platform FUM grows

ANNABELLE DICKSON  |  FRIDAY, 16 JUL 2021
... top five were Colonial First State which rose 16.3% to $137.2 billion, MLC which was up 14.4% to $120.5 billion and Macquarie which gained 28.2% to $100.1 billion. IOOF also recorded an increase of 12.3% to $77.3 billion, while Netwealth recorded 50.1% ...

Adviser platform satisfaction slips

ANNABELLE DICKSON  |  WEDNESDAY, 7 JUL 2021
... satisfaction at 80% followed by HUB24 (78%). Rounding out the top five were BT Panorama (75%), CFS FirstChoice (73%), Macquarie Wrap (73%). "The challenging business conditions brought by the pandemic has undoubtedly put pressure on platforms to maintain ...