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Showing 61 - 70 of 186 results for "Heath"

MGP shuffles leadership team

KARREN VERGARA  |  MONDAY, 14 JAN 2019
Managed Accounts Holdings (MGP) has made several changes to its leadership team, which includes two promotions. Pamella Wilson was promoted to group chief operating officer, following roles as a senior business analyst and acting head of IT positions. ...

Diversa executive joins managed accounts specialist

DARREN SNYDER  |  THURSDAY, 1 NOV 2018
The head of sales and relationship management at Diversa Trustees has moved to a managed accounts provider with the task of expanding its superannuation solution, following an acquisition. Joining Managed Accounts Holdings (MGP) as its head of trustee ...

Liquidnet appoints Australia head

KANIKA SOOD  |  TUESDAY, 16 OCT 2018
... for Liquidnet's project on Rwanda for orphaned and vulnerable children, giving them access to high-quality education, heath care and a safe living environment. "Kate really embodies every aspect of Liquidnet's values and how we strive to make ...

Managed accounts provider ramps up tech strategy

KARREN VERGARA  |  FRIDAY, 5 OCT 2018
An ASX-listed platform provider is overhauling the technology behind its managed accounts offering. The clients and advisers using Managed Accounts Holdings' (MGP) managed discretionary account solution will be the first to benefit from the technology ...

Linear pushes MGP into the red

KARREN VERGARA  |  MONDAY, 3 SEP 2018
The acquisition of Linear dragged Managed Accounts Holdings into the red, results for the June 2018 financial year show. While funds under administration and revenue shot up thanks to the merger, MGP reported a $2.5 million loss after making a profit ...

ASIC takes financial planner to court

KANIKA SOOD  |  TUESDAY, 3 JUL 2018
ASIC is taking a Queensland-based financial planner to the Supreme Court, after his licensee reported him to the corporate regulator. Brett Andrew Gordon operated a financial planning business, Refocus Financial Group on the Sunshine Coast. He held ...

MGP to expand super solutions, director resigns

KARREN VERGARA  |  THURSDAY, 10 MAY 2018
Managed Accounts Holdings is expanding its superannuation capabilities and is on track to acquire an existing Registrable Superannuation Entity. A non-executive director will also step down from the MGP board. The managed accounts and investment administrator ...

MGP responds to Henderson's RC hearing

JAMIE WILLIAMSON  |  FRIDAY, 27 APR 2018
The managed account provider brought into the Royal Commission spotlight by Henderson Maxwell chief executive Sam Henderson has distanced itself from the situation. A line of questioning during Henderson's appearance at the Commission on Tuesday saw ...

MGP partners with fintech for adviser solution

ALEX BURKE  |  TUESDAY, 13 FEB 2018
Managed Accounts Holdings (MGP) has partnered with an Australian fintech to offer money management solutions to advice practices using its platform. The partnership with Moneysoft will provide advisers working with MGP's platform preferential pricing ...

JBWere team joins Koda Capital

ALEX BURKE  |  THURSDAY, 8 FEB 2018
... means we are best positioned to support clients and deliver the outcomes they are looking for." Koda chief executive Paul Heath added: "As Koda grows we have been carefully selecting the right partners for our business, and with the three new partners ...