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

Search Results

Showing 61 - 70 of 122 results for "Wealth platform"

Mason Stevens names chief investment officer

JAMIE WILLIAMSON  |  MONDAY, 4 APR 2022
The former head of equities at JBWere has been appointed chief investment officer at the wealth platform. Jacqueline Fernley joins Mason Stevens in the role, bringing over 30 years' experience in funds management. Fernley joins from Investible where ...

Coterie invests in wealth platform

KARREN VERGARA  |  MONDAY, 28 FEB 2022
Coterie Capital has invested in a wealth management platform that has grown to $10 billion in funds under administration. Coterie allocated an undisclosed stake in Integrated Portfolio Solutions and established a dedicated fund that solely houses the ...

WealthO2, ROAR and NEO merge

ELIZABETH MCARTHUR  |  THURSDAY, 17 FEB 2022
Managed accounts platform WealthO2 has merged with financial planning software firm ROAR Software and wealth platform software specialist NEO. Wealth02 chief executive Andrew Whelan said the merger will significantly grow the business. "The coming together ...

AMP advances demerger

KARREN VERGARA  |  TUESDAY, 30 NOV 2021
AMP is forging ahead with its planned demerger that is due to take effect in the first half of 2022. AMP chief executive Alexis George is confident that AMP and AMP Capital's Private Markets business, otherwise known as PrivateMarketsCo, will become ...

Clearstream wins custody mandate

ANNABELLE DICKSON  |  THURSDAY, 25 NOV 2021
Clearstream Australia has won a mandate to serve as sub-custodian for unlisted managed funds and hedge funds in Australia and New Zealand for a large firm. J.P. Morgan appointed Clearstream to provide local sub-custody services. Clearstream has been ...

BT confirms changes to super business

JAMIE WILLIAMSON  |  TUESDAY, 16 NOV 2021
Financial Standard understands BT is preparing to announce the sale of its superannuation business, with the group confirming changes are underway. Financial Standard understands several roles were made redundant yesterday, with more expected throughout ...

ETF Securities taps into fintech, blockchain

ANNABELLE DICKSON  |  THURSDAY, 14 OCT 2021
The exchange traded fund (ETF) provider launched a fund which not only gives investors access to a portfolio of blockchain and fintech stocks, but is also the first passive ETF on the Chi-X. The ETFS Fintech & Blockchain ETF (FTEC) invests in a portfolio ...

HNW advice firm opens to retail investors

KARREN VERGARA  |  TUESDAY, 5 OCT 2021
A high-net-worth advice firm opened its doors to retail clients, launching four investment options for entry level investors who want to build their wealth. Hamilton Wealth Partners has launched HWP invest, available to investors with a minimum of $10,000. ...

HUB24 appoints chief product officer, director

ANNABELLE DICKSON  |  MONDAY, 19 JUL 2021
... technology product development initiatives, so we can continue to lead the industry as the best provider of integrated wealth platform, technology and data solutions," HUB24 chief executive Andrew Alcock said. Also, Westpac's former group head of business ...

HUB24 partners with wealth platform

ANNABELLE DICKSON  |  WEDNESDAY, 11 NOV 2020
Managed accounts platform HUB24 and wealth management software myprosperity have partnered to allow financial advisers who use both platforms to access digital signature functionality. Advisers will now be able to use myprosperity's integrated digital ...