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Showing 31 - 40 of 107 results for "Wealth platform"

BNP Paribas reappointed as custodian for wealth platform

ANDREW MCKEAN  |  FRIDAY, 15 SEP 2023
BNP Paribas' Securities Services will remain custodian for HUB24, the platform rapidly gaining market share. As part of the renewed mandate, BNP Paribas will extend its local and global custody services to HUB4, continuing a partnership that began ...

abrdn's Jollie outlines next steps

ELIZABETH FRY  |  FRIDAY, 7 JUL 2023
... he is looking for a different type of job - one where he garners a portfolio of super fund, asset manager and wealth platform clients who are looking for advisory expertise as they sharpen up their value proposition. Jollie believes the next decade will ...

ASIC permanently bans former financial adviser

CASSANDRA BALDINI  |  TUESDAY, 27 JUN 2023
Former financial adviser John Wertheimer has been banned by the regulator after he was convicted of using the Netwealth platform to access client accounts and make unauthorised transactions. In May 2020, Wertheimer made 48 unauthorised transactions ...

Advisers outsourcing to amplify investment capabilities: Mason Stevens

ANDREW MCKEAN  |  TUESDAY, 6 JUN 2023
... processes, provide daily investment oversight, and access a broader range of specialised investment opportunities, the wealth platform provider added.

Citi awarded custody mandate by Mason Stevens

ANDREW MCKEAN  |  MONDAY, 1 MAY 2023
Citi Securities Services has been awarded a custody and integrated execution services mandate by wealth platform Mason Stevens. As Mason Stevens looks to deliver "premium" wealth management solutions, Citi Australia and New Zealand's head of securities ...

GBST revamps wealth platform, unveils corporate rebrand

ANDREW MCKEAN  |  WEDNESDAY, 15 MAR 2023
Tomorrow, GBST will launch its enhanced SaaS Composer wealth management administration platform and refreshed brand to support a new strategic direction. GBST's upgraded SaaS Composer platform offers organisations a consolidated view of their customers' ...

Morrison Securities stake to net Sequoia $40m

JAMIE WILLIAMSON  |  THURSDAY, 9 MAR 2023
Sequoia Financial Group is offloading 80% of Morrison Securities to a digital wealth platform for $40.5 million. The listed wealth group is divesting 80% of its equity interest in the stockbroker to New Quantum Holdings, leaving Sequoia's balance sheet ...

Adviser sentenced over accessing client accounts

CHLOE WALKER  |  FRIDAY, 3 FEB 2023
Former financial adviser John Wertheimer has been convicted and sentenced for making unauthorised client transactions on the Netwealth platform. Specifically, Wertheimer was convicted on one count of providing a financial service on behalf of a person ...

Mason Stevens grows platform, tech teams

JAMIE WILLIAMSON  |  FRIDAY, 20 JAN 2023
... non-negotiable and I am looking forward to working closely across all facets of the business to further improve our wealth platform," Luong said. Meanwhile, Southern will drive the technology strategy and objectives, leading the infrastructure, development ...

BT head joins Colonial First State

ANDREW MCKEAN  |  THURSDAY, 8 DEC 2022
... reported by Financial Standard, Edge is CFS's new wrap platform, which has been called the first major Australian wealth platform innovation in the last decade. Quirk said the new platform will sit at the heart of an advice tech stack, bringing together ...