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Showing 21 - 30 of 100+ results for "Netwealth"

How to attract high net worth clients

ELIZABETH MCARTHUR  |  MONDAY, 15 FEB 2021
The latest Netwealth The Advisable Australian report has revealed the attitudes of potential financial advice clients when it comes to brand affinity, finding that higher incomes bring higher expectations. The report found that increased household income ...

Netwealth names new director

ELIZA BAVIN  |  TUESDAY, 2 FEB 2021
Netwealth has welcomed a new independent non-executive director with over 25 years' experience in finance, consulting, and asset management. Kate Temby was appointed to the board effective yesterday and brings considerable financial services experience ...

Longstanding Netwealth chair resigns

ANNABELLE DICKSON  |  THURSDAY, 21 JAN 2021
The platform has appointed a former UBS executive as chair following the resignation of its founding chair. Netwealth announced in its quarterly business update that Tim Antonie will take over from Jane Tongs, who has served as chair for more than two ...

Barrenjoey hires from Ord Minnett

KANIKA SOOD  |  WEDNESDAY, 20 JAN 2021
... covered listed financials including fund managers Magellan, Platinum and Pinnacle and platforms including HUB24 and Netwealth. Barrenjoey is 40% owned by Barrenjoey and 9.99% owned by Barclays. Magellan has a 4.99% voting interest and a board position ...

Platforms start to shake ERS impact

KANIKA SOOD  |  FRIDAY, 15 JAN 2021
... institutional platforms like IOOF, who were the most affected by the scheme. In individual platforms, Credit Suisse expects Netwealth to increase its market share from the current 3.8% to 7.5% in the next five years. It expects HUB24 to go from 5.1% ...

Northern Trust wins First Sentier mandate

KANIKA SOOD  |  WEDNESDAY, 6 JAN 2021
... NAB Asset Servicing (14.1%), BNP Paribas (12.3%), State Street (10.7%), HSBC Bank (4.8%), RBC (3.4%), Ausmaq (1.6%), Netwealth (0.8%) and BNY Mellon (0.7%).

FS team picks: The top stories for 2020

ELIZABETH MCARTHUR, KANIKA SOOD  |  THURSDAY, 17 DEC 2020
... exclusive news on the business side of running a funds management business and informed readers on how platforms, like Netwealth and Macquarie Wrap, and asset consultants are evolving, along with the regulatory environment in which they operate. These ...

Citi appoints head of fund services for Australian product

KANIKA SOOD  |  WEDNESDAY, 9 DEC 2020
... and employees in the next 12 months, as the RBC client transfer agreement with Citi comes into effect, as it announced Netwealth signed up with it for international custody. Citi is the third largest custodian locally with $561.5 billion in total assets ...

Frontier Advisors eyes international clients

KANIKA SOOD  |  WEDNESDAY, 28 OCT 2020
... calls emerging institutional investors (endowments, universities, insurers), where it hopes platforms like HUB24 and Netwealth will make its advisory job easier by allowing them on the platform infrastructure. However it wants to stay away from managed ...

Robo-advice a complement, not disruptor: Six Park

ANNABELLE DICKSON  |  FRIDAY, 23 OCT 2020
... segment. If you don't, your competitors will, and you won't be able to compete effectively in all segments," Garett said. Netwealth chief executive Matt Heine believes robo can benefit advisers in maintaining relationships with clients in the one family. ...