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Showing 21 - 30 of 46 results for "Elston"

Managed Account Awards finalists revealed

ELIZABETH MCARTHUR  |  THURSDAY, 30 MAY 2019
... Innovation BTFG Investum JB Were Nucleus Wealth Praemium Resonant Australian Equities Antares Equities Blackmore Capital Elston Asset Management Perpetual Private Watershed Funds Management DNR Capital Australian Equities Small Cap Macquarie Investment ...

IMAP awards managed accounts excellence

KARREN VERGARA  |  THURSDAY, 2 AUG 2018
... Group The Lunar Group Pty Limited Viridian Advisory Pty Ltd WLM Financial Services Innovation Dynamic Asset Consulting Elston Asset Management (winner) Financial Simplicity Fincast Managedaccounts.com.uu Australian Equities Bennelong Australian Equity ...

IMAP to recognise managed accounts excellence

JAMIE WILLIAMSON  |  TUESDAY, 10 JUL 2018
... Crystal Wealth Paradigm Group The Lunar Group Viridian Advisory WLM Financial Services Innovation Dynamic Asset Consulting Elston Financial Simplicity Fincast Managed Accounts Australian Equities Bennelong Australian Equity Partners DFS Portfolio Solutions ...

Managed accounts sector knuckles down on data standards

JAMIE WILLIAMSON  |  WEDNESDAY, 8 NOV 2017
... organisations participating in the working group include: AMP Bennelong Funds BT Colonial First State Copia and Ralton Elston Financial Express IOOF IRESS Lonsec Macquarie Morningstar Netwealth Praemium

New private label SMA launched

JAMIE WILLIAMSON  |  MONDAY, 23 OCT 2017
Elston Asset Management will provide a private label separately managed account to a Brisbane-based wealth manager. Partnering with Quill Group to launch the offering on HUB24, Elston head of distribution Mark Smith said the firm is "proud to be working ...

Netwealth expands managed accounts offering

JAMIE WILLIAMSON  |  THURSDAY, 31 AUG 2017
... increased adviser demand for managed accounts and ensure we meet the needs of a wider range of customers," Heine said. Elston Asset Management and Quilla Consulting were added in July while a further three private label agreements were also announced ...

Platform provider grows SMA menu

JAMIE WILLIAMSON  |  WEDNESDAY, 5 JUL 2017
... their clients access to a greater range of retail managed accounts. The Netwealth menu now includes SMA portfolios from Elston Asset Management and Quilla Consulting, with plans to add further managers in the second half of the year to satisfy adviser ...

Advice dealer group hires state manager

KARREN VERGARA  |  THURSDAY, 20 APR 2017
... Queensland and prior to that he was a development manager at Vanguard. He's held similar roles at financial solutions company Elston and executive search firm Human Solutions Group. Managing director Amirthan Arasaratnam said the move comes in response ...

New portal advances SMSF advice

JAMIE WILLIAMSON  |  WEDNESDAY, 19 APR 2017
... Group intends to extend the capabilities of the portal to incorporate legal and estate planning, with plans to partner with Elston Financial Planning to develop an end-to-end 'packaged' solution for financial specialists.

IMAP ensuring greater representation for MDAs

JAMIE WILLIAMSON  |  THURSDAY, 23 FEB 2017
... authorisation. The group comprises: David Heather, managedaccounts.com.au Richard Nicholas, Peak Investment Partners Nick Revis, Elston Asset Management Brett Sanders, Philo Capital Glenn Woolley, Intrinsic Investment Management IMAP chair Toby Potter ...