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Showing 41 - 50 of 495 results for "netwealth"

HUB24 recruits Vanguard sales manager

MATTHEW WAI  |  THURSDAY, 31 JUL 2025
... The platform is currently on track to overtake Insignia Financial as one of the largest platform operators, alongside Netwealth, according to Morningstar. The firm predicts that both platforms will reach a 15% market share each by FY30.

HUB24, Netwealth projected to overtake Insignia: Morningstar

MATTHEW WAI  |  TUESDAY, 29 JUL 2025
Morningstar has revised its forecasts for HUB24 and Netwealth, with continued strong performance from the pair pushing their valuations higher. Total shareholder returns for HUB24 and Netwealth since the start of the year to 24 July 2025 were around ...

Netwealth sees $15.8bn in net flows

ELIZA BAVIN  |  THURSDAY, 10 JUL 2025
Netwealth has reported a $24.8 billion increase in total funds under administration (FUA), including a record $15.8 billion in FUA net flows. Total FUA at 30 June 2025 was at $112.8 billion, and increase of $8.7 billion for the quarter, including $3.8 ...

iCapital hires Insignia exec to open office

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
... for iCapital as it targets Asia-Pacific markets. In 2023, the platform partnered with Australian investment platform NetWealth to distribute global private market and hedge fund investments to financial advisers and their wholesale clients. The company's ...

Netwealth chair to retire, successor appointed

ANDREW MCKEAN  |  THURSDAY, 5 JUN 2025
Netwealth chair Tim Antonie, who's served as chair of the wealth management platform since February 2021, will retire from the board at the end of August. Antonie's successor is a former Future Fund board member who was appointed as an independent non-executive ...

Coller Capital hires from L1 Capital

KARREN VERGARA  |  TUESDAY, 22 APR 2025
... Investment Management as head of distribution. He's also held senior distribution roles at J.P. Morgan Asset Management, Netwealth and Credit Suisse. Last year, Coller Capital launched its first Australian-domiciled private equity secondaries fund. ...

Clients' evolving circumstances a 'key barrier' for advisers: Netwealth

MATTHEW WAI  |  THURSDAY, 10 APR 2025
Financial advisers can provide greater value over time, but it does not guarantee retention of their client base, Netwealth found through new research. According to the latest Netwealth IQ report, clients find more value in an adviser over longer periods. ...

Super fund growth: The winners and losers

ANDREW MCKEAN  |  FRIDAY, 4 APR 2025
... terms of asset growth rate, with most of their growth attributed to flows, albeit from smaller asset bases. HUB24 and Netwealth also featured, benefiting from strong flows, but off a more substantial asset base. Though not every fund was able to keep ...

Praemium names interim CFO

KARREN VERGARA  |  WEDNESDAY, 5 MAR 2025
... & Benchmarking Report shows that HUB24 continues to top user satisfaction in the latest survey, closely followed by Netwealth and Praemium.

SMA Reporting Standard launches

KARREN VERGARA  |  FRIDAY, 28 FEB 2025
... industry stakeholders. Its foundation partners include AMP North, HUB24, Insignia Financial, InvestSense, MLC, Morningstar, Netwealth, Quilla Consulting, the SMSFA Association, Vanguard Australia, and Western Sydney University. SMA assets have quadrupled ...