Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 51 - 60 of 886 results for %22Custom Portfolio%22

Spaceship told to cease super, funds distribution

JAMIE WILLIAMSON  |  FRIDAY, 2 JUN 2023
... with stop orders, which have also been applied to its Voyager Funds series. The orders apply to the Spaceship Earth Portfolio, Spaceship Origin Portfolio, Spaceship Universe Portfolio, and Spaceship Super - marking the first time a super fund has been ...

GQ Multifamily platform boost BTR pipeline

CHLOE WALKER  |  THURSDAY, 1 JUN 2023
... Gurner added the group's access to capital and "shovel-ready" sites mean it's able to move quickly and rapidly on its portfolio. "Our aim is to have 5000 apartments worth $5 billion under management by 2026 and we are well on the way to achieving this ...

Raiz Invest launches residential property fund

ANDREW MCKEAN  |  TUESDAY, 16 MAY 2023
... portfolio to a variety or residential properties nationwide. Since its inception in December 2022, as part of a Custom portfolio, the Raiz Property Fund experienced "significant interest", prompting Raiz to devise bespoke portfolios for property investments. ...

Liverpool Partners invests in AI

CHLOE WALKER  |  TUESDAY, 16 MAY 2023
... director James Scott will join Simplyai as its new chair. Already, he serves as chair of Liverpool's technology portfolio company Siesma. "I am pleased to be appointed chair to assist Simplyai in achieving its future ambitions," he said. "The sector ...

Issuers must lift DDO game: ASIC

CASSANDRA BALDINI  |  THURSDAY, 4 MAY 2023
... defined too broadly (15 stop orders), unsuitable investor risk profiles used (21 stop orders) and inappropriate levels of portfolio allocation used (10 stop orders). It also found deficiencies across unsuitable investment timeframes and or withdrawal ...

GBST acquires WealthConnect platform

ANDREW MCKEAN  |  WEDNESDAY, 3 MAY 2023
GBST has bolstered its fintech portfolio by acquiring WealthConnect, the flagship product of the now-defunct financial software provider Creativemass, for an undisclosed amount. WealthConnect is a digital practice management, customer relationship management ...

Equity Trustees enlists HUB24 for custodial platform admin

ANDREW MCKEAN  |  TUESDAY, 18 APR 2023
... Reporting feature, HUB24 Present, was also upgraded allowing advisers to incorporate a client's off-platform assets into portfolio dashboards and client reports. Also announced, during the quarter Craig Apps was appointed chief product and innovation ...

AIA launches retail rewards program

KARREN VERGARA  |  TUESDAY, 18 APR 2023
... and a discount of up to 17% on some bundled products. Healthier Life Reward forms part of AIA's Priority Protection portfolio. In an update to Priority Protection, AIA has amended past and future medical definition pass-back upgrades, whereby customers ...

Pension fund ousts chief over US bank losses

JAMIE WILLIAMSON  |  WEDNESDAY, 12 APR 2023
... framework and mandate established by the board. It also reinforced that the losses had only a small impact on its overall portfolio and on some members' pensions. However, it said the losses "have seriously damaged confidence in Alecta's asset management" ...

Saxo launches managed portfolios

KARREN VERGARA  |  TUESDAY, 28 MAR 2023
Saxo Australia today launched a suite of managed portfolios targeting self-directed investors and self-managed super funds. SaxoSelect offers seven managed portfolios with actively managed and index-based strategies. Three offerings are managed by BlackRock ...