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Showing 351 - 360 of 501 results for "NetWealth"

Lonsec rates several funds

DARREN SNYDER  |  WEDNESDAY, 28 OCT 2015
... the Partners Group Global Value Fund has also retained its "highly recommended" Lonsec rating after being added to the netwealth platform. Martin Scott, a managing director in Partners Group's Sydney office, said the fund gives investors access to international ...

AFA appoints member services manager

ALEX BURKE  |  FRIDAY, 23 OCT 2015
The Association of Financial Advisers has appointed a new member services manager. Roz Kaye joins the AFA from netwealth, where she was head of operations. She has also held roles at Premium Wealth Management, Australian Wealth Management, Bridges Financial ...

Maple-Brown Abbott global infra fund added to platforms

MARK SMITH  |  TUESDAY, 20 OCT 2015
... Global Listed Infrastructure (GLI) fund is now available for investment through Asgard, BT Wrap, Macquarie Wrap and Netwealth. The news comes shortly after the fund was awarded a 'Recommended' by Zenith Partners, a '4 Star Superior' rating from SQM Research ...

HNW Planning ramps up high-touch advice with netwealth managed accounts

MICHELLE BALTAZAR  |  FRIDAY, 16 OCT 2015
HNW Planning has struck a managed accounts deal with platform provider netwealth in its ongoing bid to deliver cutting-edge financial advice to its clients. The NSW-based dealer group's principal Robert Cumming said that they have for the past two years ...

SelectingSuper fund award nominees announced

MARK SMITH  |  MONDAY, 12 OCT 2015
... First State Super, GESB, Heffron SMSF Solutions, HESTA, HOSTPLUS, ING DIRECT, Intrust, IOOF, legalsuper, Lutheran Super, netwealth, OneAnswer Frontier, REST, Russell IQ Super, QSuper, Statewide, Suncorp, Super IQ, Super SA - Triple S Scheme, Superfund ...

Australian custody market grows to $2.8 trillion

DARREN SNYDER  |  FRIDAY, 9 OCT 2015
... remaining share of assets under custody held by State Street, HSBC Bank, Bond Street, RBC Investor Services, BNY Mellon and Netwealth. Australian assets held under custody for foreign clients (sub-custody) increased 2.4% to $1.14 trillion. HSBC Bank ...

Many APLs still block managed account usage

STAFF WRITER  |  WEDNESDAY, 23 SEP 2015
... of managed accounts explains why almost all the major wealth management brands - AMP, CFS, BT, ANZ, Macquarie, MLC, netwealth - now offer these next generation platform solutions to their advisers, whether that be in partnership with managed account ...

CORRECTION: AFA COO joins netwealth

STAFF WRITER  |  THURSDAY, 27 AUG 2015
An executive from the Association of Financial Advisers (AFA) will join netwealth as head of governance and advice. Phil Anderson was the AFA's chief operating officer and will now lead netwealth-owned Pathway Licensee Service. He will also provide ...

Altius fund added to netwealth platform

STAFF WRITER  |  FRIDAY, 14 AUG 2015
... second platform listing since it was launched late last year. The fund will be available to investors and advisers on the netwealth platform. The Altius fund is a diversified Australian fixed interest ethical fund, which is not common in the Australian ...

New Calastone service automates distribution processing

MARK SMITH  |  WEDNESDAY, 12 AUG 2015
... higher-value work." The service has already been adopted by investment platform, wealth management and research provider, netwealth. The company's custody manager, Paul Hagger, said the firm is already benefiting from the new service. "We received automated ...