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Showing 21 - 30 of 58 results for "Xplore"

J.P. Morgan dominates custody market

KARREN VERGARA  |  THURSDAY, 18 FEB 2021
... at $589.7 billion, with a 15% holding. J.P. Morgan won several custody mandates last year; CareSuper, TelstraSuper and Xplore are some examples. Meanwhile, Funds SA said in July last year it is ending its 19-year-long custody relationship with J.P. Morgan ...

Dealer group bolsters leadership

ELIZABETH MCARTHUR  |  MONDAY, 8 FEB 2021
... in his career he was a practice development manager at BT owned dealer group Securitor. Ng joins from platform provider Xplore Wealth where she was state distribution manager for the firm's managed discretionary accounts service. Prior to that, she was ...

HUB24 posts record inflows

KANIKA SOOD  |  TUESDAY, 19 JAN 2021
... finished the acquisition of Ord Minnett's Portfolio Administration Service and is currently in process of acquiring Xplore Wealth and a substantial stake in Easton Investments, while selling Paragem. HUB24 today said following its previously announced ...

Platforms start to shake ERS impact

KANIKA SOOD  |  FRIDAY, 15 JAN 2021
... lower valuation and we believe there is more upside risk to our HUB net flow forecasts from a broader relationship with Xplore, a deeper relationship with Easton and the new deal with IOOF. We are Restricted on AMP."

HUB24 partners with wealth platform

ANNABELLE DICKSON  |  WEDNESDAY, 11 NOV 2020
... that will help our mutual partners thrive into the future." The partnership follows HUB24's $60 million plan to acquire Xplore Wealth through a scheme of arrangement that will be funded by a combination of cash and HUB24 scrip consideration valuing Xplore ...

More good news for Xplore

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 NOV 2020
After HUB24 announced its plans to acquire Xplore Wealth last week, the platform has had a pleasant $1.18 million windfall. Xplore has previously notified the market that AusIndustry had disallowed a $1.18 million research and development claim. The ...

HUB24 to acquire Xplore, offloads Paragem

ELIZA BAVIN  |  WEDNESDAY, 28 OCT 2020
HUB24 announced a series of significant transactions, including plans to acquire Xplore Wealth and the sale of its financial advice business. Paying $60 million for Xplore, the platform provider said the proposed acquisition through a scheme of arrangement ...

Chant West head of client development to retire

KANIKA SOOD  |  MONDAY, 26 OCT 2020
... turns 60. He will continue to sit on the board of Aracon Super, which is owned by ASX-listed managed accounts business Xplore Wealth.

J.P. Morgan wins custody mandate

KANIKA SOOD  |  THURSDAY, 23 JUL 2020
... is J.P. Morgan's second custody win this year, after it was appointed by ASX-listed platform and superannuation provider Xplore Wealth. Last year, it was renewed as the custodian for Local Government Super, extended its partnership with Neuberger Berman ...

COVID-19 clogs custody mandate pipeline

ELIZABETH MCARTHUR  |  FRIDAY, 24 APR 2020
... you're in the process of winning? Yes. There's some slowdown in mandate-type decisions," O'Grady said. Listed platform Xplore Wealth recently delayed its transition to J.P. Morgan until 1 May 2020. Xplore currently uses multiple custodians and ...