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Showing 21 - 30 of 100+ results for "Macquarie Wrap"

Bennelong boutique hires analyst

KANIKA SOOD  |  WEDNESDAY, 24 OCT 2018
... 'approved' from Zenith and 'superior' from SQM. It was just added to BT Panorama and BT Wrap, and is also on Hub24, Macquarie Wrap, Netwealth and Powerwrap. "The fund aims to generate a real total return of at least 5% p.a. above CPI over five plus years. ...

Macquarie Wrap adds Vanguard SMAs

JAMIE WILLIAMSON  |  WEDNESDAY, 22 AUG 2018
... cost managed funds, ETFs or through managed accounts." The deal now brings the total number of SMAs available on Macquarie Wrap to 119, offered by 33 different investment managers. Its funds under administration now exceed $1.5 billion. "We're pleased ...

HUB24 introduces low-cost product

KARREN VERGARA  |  THURSDAY, 19 JUL 2018
... platforms in terms of investment functionality. The list included Netwealth, CFS FirstChoice, CFS FirstWrap and Macquarie Wrap out of a possible list of 17 providers. AdviserNETgain and Lonsec took out the tops spots for planning software and investment ...

Advisers name top platform provider

KARREN VERGARA  |  TUESDAY, 10 JUL 2018
... Landscape Report said Netwealth delivered the best investment functionality. HUB24, CFS FirstChoice, CFS FirstWrap and Macquarie Wrap rounded the top five out of a possible list of 17 providers. AdviserNETgain and Lonsec took out the tops spots for planning ...

Macquarie platform, wrap businesses soar

KARREN VERGARA  |  FRIDAY, 4 MAY 2018
... managed accounts businesses performed strongly in the full-year to 31 March 2018, latest financial results show. Macquarie Wrap and Vision held $82.5 billion in funds under management, jumping 14% from the previous corresponding period. The bank's expanded ...

Cooper Investors grows retail presence

KANIKA SOOD  |  FRIDAY, 9 MAR 2018
Two Cooper Investors global equities funds, managing about $185 million, will now be available on Macquarie Wrap. The Melbourne-based boutique investment manager is hoping to hit $1 billion in assets under management across the two funds in the next ...

Reinvigorated OneVue inches up platform rankings

JAMIE WILLIAMSON  |  MONDAY, 5 MAR 2018
... Despite the competitive edge offered by its business management tools, CFS FirstWrap dropped to fourth place, while Macquarie Wrap dropped out of the top five this year. Netwealth retained the top spot, though Investment Trends said it was by a narrow ...

Macquarie Wrap SMAs accrue landmark FUM

JAMIE WILLIAMSON  |  MONDAY, 15 JAN 2018
In just three years Macquarie Wrap's separately managed accounts have amassed more than $1 billion in funds under administration. Reflecting strong interest from advisers and clients seeking flexibility and efficiency, Macquarie Wealth Management head ...

Boutique wealth firm names new COO

KARREN VERGARA  |  TUESDAY, 14 NOV 2017
... regardless of time period," he added. RAM launched two separately managed account strategies in July. Available via Macquarie Wrap, the Diversified Fixed Interest and Credit SMA and its Listed Interest Rate Securities SMA offer tax-effective income generation ...

Tech providers fall behind increased planner needs

JAMIE WILLIAMSON  |  THURSDAY, 13 JUL 2017
... Trends rated Netwealth and HUB24 equal first for overall satisfaction, followed by CFS FirstChoice, BT Wrap and Macquarie Wrap. HUB24 also achieved the highest client satisfaction in 16 of 24 categories assessed, including BDM support, online functionality ...