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Showing 41 - 50 of 107 results for "Wealth platform"

Colonial First State adds 17 new funds to FirstChoice platform

ANDREW MCKEAN  |  THURSDAY, 1 DEC 2022
... investment options. Meanwhile, as previously reported by Financial Standard, in November, CFS debuted a major wealth platform innovation CFS Edge, a wrap platform which will be tested over the Christmas period for launch in the new year. Quirk said CFS ...

Colonial First State debuts 'major wealth platform innovation'

ANDREW MCKEAN  |  WEDNESDAY, 23 NOV 2022
... Colonial First State (CFS) has unveiled its new CFS Edge wrap platform, calling it the first major Australian wealth platform market innovation in the last decade. At a platform preview in Sydney last night, CFS chief executive, superannuation Kelly ...

Praemium expands executive team

JAMIE WILLIAMSON  |  TUESDAY, 15 NOV 2022
... newly created role "recognises Praemium's opportunity to full capitalise on the current market dynamics within the wealth platform and non-custodial administration market segment." "With a comprehensive, fully integrated technology solution, Praemium ...

Pearler raises $7.8m to continue growth

CHLOE WALKER  |  TUESDAY, 19 JUL 2022
... because there is something there for everyone, but what we have always had as a goal is to establish a holistic wealth platform, giving investors tools they need to be successful with money." Other plans that Pearler will pursue with this funding include ...

HSBC hires from Antarctica Asset Management

CHLOE WALKER  |  TUESDAY, 31 MAY 2022
... in private markets and hedge funds". Previously, Forcioli set up and grew the Asia operations of global digital wealth platform Moonfare. He also held various leadership roles at UBS, including leadership of the wealth management private markets distribution ...

Mason Stevens names chief investment officer

JAMIE WILLIAMSON  |  MONDAY, 4 APR 2022
The former head of equities at JBWere has been appointed chief investment officer at the wealth platform. Jacqueline Fernley joins Mason Stevens in the role, bringing over 30 years' experience in funds management. Fernley joins from Investible where ...

Coterie invests in wealth platform

KARREN VERGARA  |  MONDAY, 28 FEB 2022
Coterie Capital has invested in a wealth management platform that has grown to $10 billion in funds under administration. Coterie allocated an undisclosed stake in Integrated Portfolio Solutions and established a dedicated fund that solely houses the ...

WealthO2, ROAR and NEO merge

ELIZABETH MCARTHUR  |  THURSDAY, 17 FEB 2022
Managed accounts platform WealthO2 has merged with financial planning software firm ROAR Software and wealth platform software specialist NEO. Wealth02 chief executive Andrew Whelan said the merger will significantly grow the business. "The coming together ...

AMP advances demerger

KARREN VERGARA  |  TUESDAY, 30 NOV 2021
AMP is forging ahead with its planned demerger that is due to take effect in the first half of 2022. AMP chief executive Alexis George is confident that AMP and AMP Capital's Private Markets business, otherwise known as PrivateMarketsCo, will become ...

Clearstream wins custody mandate

ANNABELLE DICKSON  |  THURSDAY, 25 NOV 2021
Clearstream Australia has won a mandate to serve as sub-custodian for unlisted managed funds and hedge funds in Australia and New Zealand for a large firm. J.P. Morgan appointed Clearstream to provide local sub-custody services. Clearstream has been ...