Search Results | Showing 21 - 30 of 591 results for %22Private Wrap%22 |
| | | ... developing the retirement framework for the Employees Provident Fund, the country's compulsory savings and retirement fund for private sector workers. ASI managing director Brett Jollie said Nyilas' experience in wealth and retirement ensured he was ... |
| | | | ... range of high-quality, high-performing investment capabilities - in particular, real estate (across the four quadrants of private/public debt and equity), global fixed income, alternatives and global equities." "I am really excited about the opportunity ... |
| | | | ... rolled out to wider market at end of FY19. In early December, HUB24 completed transitioning $725 million of Fitzpatrick Private Wealth's assets under management from its in-house MDA solution to a white-labelled solution of the HUB24 platform. On ... |
| | | | ... evidence in the Commission's public hearings. Many of them travelled long distances and gave evidence about their private financial affairs in a very public forum. I know that they did not always find that easy, but their willingness to give evidence ... |
| | | | ... Crown Promenade in Melbourne on September 11. The presentation sessions on the day include a session on how to set up a private label managed accounts solution; how managed accounts technology can support an SMSF strategy; and how asset allocation decisions ... |
| | | | OneVue is partnering with Mercer and a boutique financial advice group for a new bespoke private label offering. The fund administrator and platform provider is leveraging Mercer's asset consulting expertise to create Nextplan Wealth Management for ... |
| | | | ... vertically integrated platforms. HUB24 signed 22 new distribution agreements June quarter, which included Fitzpatricks Private Wealth. About $700 million of Fitzpatricks' FUA is expected to transition to the platform by the end of 2018. HUB24 listed ... |
| | | | ... billion. Macquarie categorises its wrap platforms, superannuation, investment and financial advice, and cash management, private banking and stockbroking businesses under Banking and Financial Services (BFS). It services more than one million customers. ... |
| | | | ... strategic direction of the Asgard, BT Wrap and Panorama platforms. In October, BTFG consolidated its financial advice and private wealth divisions, removing the general manager of advice role. |
| | | | ... platforms role, Power held various product roles with BT and MLC. In October, BTFG consolidated its financial advice and private wealth divisions, removing the general manager of advice role. BTFG's existing client-facing advice and private wealth businesses ... |
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