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Showing 3301 - 3310 of 7014 results for "Platform"

Software provider wins European asset management mandate

HARRISON WORLEY  |  MONDAY, 25 JUN 2018
... investment management arm of the FTSE 100 British financial services company uses Bravura's Sonata wealth management platform. Legal and General Investment Management (LGIM) acts as the investment management arm of Legal and General, with UTM delegating ...

Shaw and Partners shelves managed accounts partnership

KANIKA SOOD  |  MONDAY, 25 JUN 2018
... October last year, MGP entered a memorandum of understanding (MoU) with Shaw and Partners to develop a managed accounts platform solution. Shaw and Partners was a joint lead manager for MGP's $34 million capital raising in October 2017 to acquire ...

Praemium moves Smartfunds into UAE

KANIKA SOOD  |  MONDAY, 25 JUN 2018
Praemium is taking five Smartfund products to the United Arab Emirates, leveraging a local bank's distribution network as it expands its footprint in the Gulf region. The ASX-listed SMA provider has gained regulatory approval from the Securities ...

New managing director at Paragem

KARREN VERGARA  |  MONDAY, 25 JUN 2018
HUB24 financial planning subsidiary Paragem is welcoming a former Perpetual executive as its managing director. The licensing solutions provider for financial advisers announced Nathan Jacobsen will take his new post in September. Jacobsen spent 10 ...

Dover exit renews self-licensing calls

ALEX BURKE  |  MONDAY, 25 JUN 2018
The collapse of Dover Financial Advisers has left more than 400 advisers with a narrow 30-day window to sign on with a new licensee, renewing calls for a more straightforward self-licensing regime. It's unclear at this stage where those 400 advisers ...

Sequoia sells direct equities business

ALEX BURKE  |  FRIDAY, 22 JUN 2018
... completed its acquisition of Melbourne-based financial planning and accounting services firm InterPrac and online trading platform Morrison Securities. In December 2017, Sequoia announced a number of strategic investments, including the purchase of My ...

BTFG adviser distribution team reshuffles

DARREN SNYDER  |  THURSDAY, 21 JUN 2018
BT Financial Group head of adviser distribution Jo Moxey is leaving her role to pursue another opportunity within Westpac. A BTFG spokesperson confirmed the move this morning and said the group is proposing further changes inside its adviser distribution ...

Russell Master Trust COO departs

ALEX BURKE  |  THURSDAY, 21 JUN 2018
The chief operating officer of Russell Investments' Master Trust and Russell iQ platform has left the company after about 15 years. Jason Marler joined Russell in 2004 as a senior product manager before taking on his most recent role three years ...

Aussie HNWI population grows: Capgemini

HARRISON WORLEY  |  THURSDAY, 21 JUN 2018
... BigTech firms in providing the best investment performance analytics and automated processes on an intuitive easy to use platform," he said. According to the report, the threat of tech-first businesses entering the fray has forced wealth management firms ...

Quantifeed eyes Australian expansion with $13.5m raising

KANIKA SOOD  |  WEDNESDAY, 20 JUN 2018
The fintech is looking to expand its B2B robo-advice business in Australia as a part of a $13.5 million venture capital raising announced today. The series B funding was led by Taiwanese giant Cathay Financial Holdings, with participation from US-based ...