Search Results | Showing 51 - 60 of 500 results for "NetWealth" |
| | | ... 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. ... |
| | | | 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. ... |
| | | | ... 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 ... |
| | | | ... & Benchmarking Report shows that HUB24 continues to top user satisfaction in the latest survey, closely followed by Netwealth and Praemium. |
| | | | ... 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 ... |
| | | | ... platform providers have integrated tools for portfolio commentary, meeting transcription, and compliance automation. Netwealth, for example, has introduced a generative AI-powered portfolio commentary tool. Its advisers can now produce personalised commentary ... |
| | | | ... Association (ACSA) shows in the six months to December end, State Street, Northern Trust, BNP Paribas, Clearstream, Netwealth, and HSBC all saw their total assets under custody grow by more than 10%. State Street's assets swelled by 20.8% to surpass ... |
| | | | JP Morgan Asset Management has appointed a former Netwealth investment solutions executive to lead its high-net-worth individuals and family offices segment. Reporting to Mark Carlile, the asset manager's head of wholesale for Australia and New ... |
| | | | ... government agencies, also performed well, along with Universal Store Holdings (ASX: UNI), and platform's HUB24 and Netwealth (ASX: NWL). "It was a year where companies with high-quality business models and strong earnings growth saw their stock prices ... |
| | | | Netwealth and Praemium have both reported significant inflows in the December quarter. Netwealth reported record funds under administration (FUA) net inflows of $4.5 billion, 69.8% higher than the prior corresponding period, bringing 12 months inflows ... |
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