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Showing 51 - 60 of 731 results for %22Macquarie Wrap%22

Advice software firm appoints sales lead

KRISTI CHENG  |  WEDNESDAY, 31 JUL 2019
... manager in October last year. Prior to that, he worked at Challenger for almost a decade, after spending 15 years at Macquarie in various business development roles. WealthO2 managing director and chief executive Shannon Bernasconi credited Anderson's ...

Spitfire acquires adviser platform, names chief

ELIZABETH MCARTHUR, KARREN VERGARA  |  MONDAY, 3 JUN 2019
... Panorama's investment, managed accounts and superannuation capabilities. He previously worked at Commonwealth Bank, Macquarie Bank, GBST and Morgan Stanley. Johnson said he is looking forward to working with the Spitfire team to improve the customer ...

Rush of advisers sign up before FASEA deadline

ELIZABETH MCARTHUR  |  FRIDAY, 26 APR 2019
... for 20% of the market. AMP is in second place with $111 billion for 16.2% followed by CFS with 15.7%, MLC with 12% and Macquarie with 11%. The fastest growing platform products were NAB-owned Plum Retirement Income, AMP-owned MyNorth and the IOOF-owned ...

Colonial First State makes major fee cuts

KANIKA SOOD  |  THURSDAY, 18 APR 2019
... However, the new money entering the sector has been going to non-aligned players such as Netwealth and HUB24, and to Macquarie. HUB24 outstripped CFS in capturing net fund flows in September quarter. Read more about how CFS is building its platform business ...

Macquarie IM names APAC operations lead

JAMIE WILLIAMSON  |  THURSDAY, 11 APR 2019
The former head of investment operations at Suncorp has taken on a leadership role at Macquarie Investment Management. A spokesperson for Macquarie has confirmed Caroline Marull is now chief operating officer, Asia Pacific for Macquarie Investment Management. ...

Platform provider wins mandate

KANIKA SOOD  |  WEDNESDAY, 10 APR 2019
... services to clients. It runs multi-asset portfolios using direct Aussie shares, ETFs and managed funds. It is led by former Macquarie Group associate director Sam Robson, former Citigroup head is investment advisory and research Toby Lewis, former IOOF ...

Principal appoints insto sales director

ELIZABETH MCARTHUR  |  TUESDAY, 9 APR 2019
... manager, further strengthening their institutional distribution capability in Australia. Kilroy joined Principal from Macquarie Group where he was associate manager in the Wrap Adviser Service team.

Macquarie shuffles wealth leadership

HARRISON WORLEY  |  MONDAY, 25 FEB 2019
Macquarie's wealth division is about to see a few changes at the top. From April 1, Macquarie head of wealth product and technology Cameron Garrett will head up the firm's wealth intermediary. After leading the firm's wealth products and technology ...

Advice groups sign on to HUB24

KANIKA SOOD  |  WEDNESDAY, 9 JAN 2019
... $157 billion in FUM (18% of the $860 billion market). It is followed by AMP Group (17.4%), CBA (14.9%), NAB (13.8%), Macquarie(10.1%), ANZ Wealth (4.7%) and IOOF (4.2%). Mercer, Netwealth and tateplus each have less than 3% share.

Bennelong boutique hires analyst

KANIKA SOOD  |  WEDNESDAY, 24 OCT 2018
... 'approved' from Zenith and 'superior' from SQM. It was just added to BT Panorama and BT Wrap, and is also on Hub24, Macquarie Wrap, Netwealth and Powerwrap. "The fund aims to generate a real total return of at least 5% p.a. above CPI over five plus years. ...