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Showing 51 - 60 of 122 results for "Wealth platform"

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 ...

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 ...