Search Results | Showing 31 - 40 of 102 results for "Powerwrap" |
| | The former head of Wrap at Colonial First State has joined an ASX-listed platform provider. Powerwrap has confirmed the appointment of Sue Wallace as special projects lead on a contract basis. Wallace joined the platform last month, coming from CFS ... |
| | | ... Praemium has become the latest wealth management platform to recognise the popularity of Chi-X's range of products, after Powerwrap made the firm's range of TraCRs and funds available to advisers and their clients earlier this month. The full suite of ... |
| | | Financial advisers and their clients using Powerwrap will now be able to access Chi-X investment products. All 30 Chi-X TraCRs products and Chi-X funds will now be available to Powerwrap customers. Chi-X's TraCRs allow Australian investors to access ... |
| | | ... Adviser platform Desktop Broker has appointed a new senior sales executive who previously worked at Xplore Wealth and Powerwrap. Richard Carr will oversee Desktop Broker's new adviser support model in Victoria, South Australia, Western Australia ... |
| | | ... success in New Zealand into Australia. As part of this, two of Milford's existing strategies will become available on Powerwrap next month, while its small caps strategy will soon be added to Netwealth, Praemium and HUB24. Milford is also currently in ... |
| | | ... listings for the year included MCP Income Opportunities Trust, Pengana Private Equity Trust, Perpetual Credit Income Trust, Powerwrap, Teaminvest Private Group, Prospa Group, Regal Investment Fund, QuickFee, Sezzle, Partners Group Global Income Fund ... |
| | | Powerwrap has signed an agreement in what could be its second-biggest client after Escala Partners and a new line of business for the platform. A US company that distributes alternative funds to financial advisers has mandated Powerwrap to provide its ... |
| | | ... mandate from a Melbourne-based private wealth management firm. Wattle Partners Private Wealth Managers has selected Powerwrap to provide its clients with platform administration and reporting services as well as alternative asset solutions. It comes ... |
| | | ... worth investors are looking for more from their wealth advisers, including broader access to alternatives. The 2019 Powerwrap and Investment Trends HNW Investor Report shows 58% of HNWs have unmet advice needs, an increase of four percentage points on ... |
| | | Wealth management platform Powerwrap shuffled its board, after the resignation of a director. Fiona Boyd has been appointed as a director of the platform provider, after Donna Hardman stepped away from the board for personal reasons. Currently the chief ... |
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