Search Results | Showing 351 - 360 of 517 results for "netwealth" |
| | | ... Advisors will have access to a diversified suite of SMAs managed by Beulah Capital. Non-institutional platform provider, Netwealth, has teamed up with Beulah Capital, to launch two new private label managed account services for Choice Capital and Ashfords ... |
| | | | Just over a decade ago, netwealth was a platform start-up with $500 million in funds under administration. This year, the group surpassed the $8 billion mark and aim to win more IFAs through its tech-focused business model. At an annual client update ... |
| | | | ... Managed funds and International Listed Securities," said McCallum. Other providers offering international SMAs include netwealth, Macquarie Wrap, Hub24 and Prime financial. |
| | | | ... has achieved a total 10.69% return over five years (net of fees). It is also available through BT Wrap, CFS FirstWrap, netwealth, Macquarie Wrap and HUB24. "The fund's success reflects not only the returns which could be achieved by truly active stock ... |
| | | | ... houses." The Legg Mason Brandywine Global Opportunistic Fixed Income trust is available on BT, AMP, IOOF, MLC, Navigator, netwealth, Linear, Power Wrap, and Macquarie wrap platforms, and the mFund Settlement Service. |
| | | | ... management has increased and their separately managed accounts (SMAs) are now available on two major platforms (Macquarie and netwealth). The group's admin staff and investment team have grown bigger. For a boutique shop, Altair boasts 10 people in research ... |
| | | | ... perennial pain in the back office because advisers have to re-key the same information multiple times. A new deal between netwealth and IRESS plans to change that. Platform provider netwealth and software solutions group IRESS are offering advisers 'straight-through ... |
| | | | ... be incorporated into Sentry's existing Compass platform suite, which also includes offerings from HUB24, Asgard and netwealth. As a result, Sentry's 250-plus advisers will get access to separately managed account solutions through the new service. Commenting ... |
| | | | ... comes on the heels of the fund being upgraded to 4.25 Stars by SQM Research. It is also available on Macquarie Wrap, Netwealth, Powerwrap, Symetry and HUB24. The Folkestone Maxim A-REIT Securities Fund has performed strongly over both the short and long ... |
| | | | ... rather than later. "Procrastination is the greatest killer of value," said Bell. Matt Heine, joint managing director at netwealth, challenged the audience to rethink how they assess their clients' investment needs and preferences. "Is it time to ditch ... |
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