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Showing 341 - 350 of 519 results for "Netwealth"

What to consider before opting for managed accounts

JAMIE WILLIAMSON  |  WEDNESDAY, 7 SEP 2016
... the key takeaway from a panel session at the 2016 Financial Standard Managed Accounts Forum. The panel, mediated by netwealth managing director Matt Heine and featuring Beulah Capital's Christian Ryan, director of Securinvest Financial Planning Craig ...

Morphic fund added to wraps

DARREN SNYDER  |  THURSDAY, 11 AUG 2016
... Global Opportunities Fund, known for its steady risk-adjusted returns, is now available on the BT Wrap, Macquarie Wrap, Netwealth, CFS First Wrap and Hub24. The fund uses a risk-controlled long/short active investment process and has provided high double-digit ...

Monash fund added to two platforms

MARK SMITH  |  TUESDAY, 9 AUG 2016
The Monash Absolute Investment Fund has been added to both the Netwealth and Macquarie Wrap Super and Non-Super platforms. Founded in 2012, Sydney-based Monash Investors is an absolute return Australian equity specialist established by Simon Shields ...

Stanford Brown hires former Philo Capital CIO

ALEX BURKE  |  WEDNESDAY, 3 AUG 2016
... Stanford Brown, Owen will partake in the establishment of the group's managed account offering, which will operate on netwealth's investment platform. Stanford Brown chief executive Jonathan Hoyle said Owen is "our most significant hire in many years ...

Netwealth adds eighth private label managed account

MARK SMITH  |  MONDAY, 1 AUG 2016
Platform provider Netwealth has launched a new private label managed account service with privately owned wealth management firm Principal Partners. The new private label will only be available to clients of Principle Partners and will provide access ...

Financial Standard to present at upcoming netwealth webinar

KERRIE SYDEE  |  FRIDAY, 29 JUL 2016
During next month's netwealth webinar, Michelle Baltazar from Financial Standard will explore how you can get better client outcomes and conversations through the use of managed accounts. You will learn about: * Key findings from the latest Financial ...

Absolute returns no longer the domain of instos

DARREN SNYDER  |  MONDAY, 25 JUL 2016
... across all market cycles." Henderson's Absolute Return Australian Equity Fund, recently added to the Macquarie Wrap and Netwealth platforms, is one example. As of 30 June 2016, the fund has returned 10.3% per annum (net of fees) since inception, outperforming ...

CFM alternative beta fund gets Lonsec approval

MARK SMITH  |  MONDAY, 18 JUL 2016
... investment research group SQM Research, and was approved for listing on several investment platforms, including Hub24 and netwealth among others. "Since the fund was launched in November 2015 it has received inflows from institutional investors that ...

Multi-asset mandate reflects investment environment

DARREN SNYDER  |  TUESDAY, 5 JUL 2016
Russell Investments winning a $400 million multi-asset mandate from Netwealth reinforces an increasing demand for the investment strategy in a lower for longer environment. The mandate will see Russell manage Netwealth's actively managed diversified ...

Pan-Tribal makes key accounts hire from BT

ALEX BURKE  |  TUESDAY, 5 JUL 2016
... Davis Advisors in New York and is available on the AMP North, Asgard, BT Wrap, First Wrap, HUB24, Macquarie Wrap and netwealth platforms. Commenting on the appointment, Pan-Tribal chief executive Colin Woods said: "It pleases me that a professional of ...