Search Results | Showing 41 - 50 of 731 results for %22Macquarie Wrap%22 |
| | | ... make it easier for me to deliver results for my clients." Davis uses wealth management platform BT Panorama and Macquarie Wrap to manage his client's portfolios, Xero for accounting, Xplan for client CRM, and video-conferencing tool Zoom for meetings ... |
| | | | ... continue investing. It was deemed by ASIC to be an unlawful managed investment scheme with which Commonwealth Bank, Macquarie Bank and Bank of Queensland were involved. At the time of collapse, about 3000 of its 14,000 clients had been "Stormified". ... |
| | | | ... worked in its investment administration and client services team. Prior to this, Moore worked as a wrap administrator for Macquarie Bank. Bernasconi said the appointments come in response to the platform's recent growth. "The high calibre of these appointments ... |
| | | | ... It named the top five platforms as Netwealth, HUB24, BT Panorama, Praemium and OneVue. Investment Trends awarded Macquarie Wrap the 'best new functionality award', for its digital portfolio manager product, which it said, helps advisers deliver affordable ... |
| | | | Macquarie recently launched a new low-cost investment menu to its Wrap platform, designed to help financial advisers provide high-quality investment options to clients with simpler investment needs. Macquarie's multi-year effort to reset its platform ... |
| | | | ... across the business. Huddy was most recently an executive director at ARCO, a role he left in July 2019. Huddy worked at Macquarie in business development and management roles across its investment management, professional series and wrap platform businesses ... |
| | | | ... for FUM growth with 8.8%, IOOF saw an 8% increase and Commonwealth/Colonial saw 5%. There was more modest growth at Macquarie (4.3%), Mercer (4.2%) and BT (3.7%). Wraps now account for $414.2 billion of FUM from the total masterfunds market, up 8.8% ... |
| | | | ... the firm's large licensee clients. Joining Pearson and Paje as new additions to the distribution team is former Macquarie Wrap key account manager Doug Hope, who will take the role of senior business development manager. HUB24 said Hope's appointment ... |
| | | | ... Melbourne and Brisbane." Mathie joined Fidelity as a director of wholesale sales in August 2017 via Vanguard Investments and Macquarie Group. At Vanguard, he was a key account manager. At Macquarie, he started as an associate director and national key ... |
| | | | ... $158 billion. In percentage terms, Netwealth experienced the most growth in funds under management (29.9%), followed by Macquarie (18.1%) and BT (14.4%). Much more modest growth in masterfunds was reported at AMP (2.4%), National Australia Bank/ MLC ... |
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