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Showing 301 - 310 of 501 results for "NetWealth"

BT Wrap adds absolute investment fund

JAMIE WILLIAMSON  |  FRIDAY, 3 MAR 2017
... style agnostic approach, attempting to reliably grow investor wealth," Fitzgerald said. The fund is also available via netwealth, HUB24, Powerwrap, managedaccounts.com.au, Mason Stevens and Macquarie Wrap, and was recently rated as 'Recommended' and ...

Netwealth dominating platform sector

JAMIE WILLIAMSON  |  WEDNESDAY, 1 MAR 2017
... Platform providers are shifting their focus toward development of functionality after years of costly compliance work, with netwealth leading the field. That is a key finding of Investment Trends' 2016 Platform Benchmarking and Competitive Analysis Report ...

Australian Unity partners for managed account solution

JAMIE WILLIAMSON  |  THURSDAY, 9 FEB 2017
... its clients. Australian Unity, which holds $6 billion in funds under management, is the latest firm to partner with netwealth for a private label solution to be made available to its network of more than 180 advisers. Australian Unity Personal Finance ...

DNR Capital adds two investment platforms

EMMA RAPAPORT  |  WEDNESDAY, 8 FEB 2017
... via two platforms. DNR Capital will make the fund available via investment platform Macquarie Wrap and super platform netwealth. "The firm is very pleased to see the take-up of the fund by advisers and investors," DNR Capital chief executive Robert White ...

CFM trust rated by Zenith

JAMIE WILLIAMSON  |  MONDAY, 30 JAN 2017
... 'Recommended' by Lonsec, and is considered 'Superior' by SQM. The CFM ISDiversified Trust is available via Colonial First Wrap, Netwealth, Hub24 and Powerwrap.

BTIM state executive begins at netwealth

JAMIE WILLIAMSON  |  WEDNESDAY, 18 JAN 2017
Netwealth appointed a former state manager for BT Investment Management to its leadership team. Nick Mitchell has commenced as head of distribution, investment and superannuation with the platform provider, having most recently served as BTIM's Victoria ...

Planning firm to launch Netwealth private label

JAMIE WILLIAMSON  |  WEDNESDAY, 21 DEC 2016
Netwealth is entering another private label partnership with a self-licensed planning firm. Securinvest, a boutique financial planning group based in Victoria, will deliver a private label version of Netwealth's managed accounts offering to clients. ...

Montgomery funds rated by Zenith

JAMIE WILLIAMSON  |  FRIDAY, 16 DEC 2016
... a wonderful endorsement of our philosophy and for the unique proposition for investors." The funds are available via netwealth on its IDPS and Super menus, and Montgomery is working with other platforms to have the funds added to further investment m ...

Zenith rates CFM diversified alternative beta fund

ALEX BURKE  |  THURSDAY, 15 DEC 2016
... long-term trend following futures, equity market neutral and risk premia. It's currently available on Colonial FirstWrap, netwealth, HUB24 and Powerwrap's investment platforms. "The fund has been designed to offer investors a diversified portfolio of ...

IMAP expands advisory board

JAMIE WILLIAMSON  |  SUNDAY, 11 DEC 2016
... Select Asset Management Tom Bignill, Mason Stevens Tom Glynn, DNR Benjamin Abell, Colonial First State Steve Thomas, netwealth "There's so much development occurring in the managed accounts area that it's a real benefit for IMAP to have the advice and ...