Search ResultsShowing 71 - 80 of 100+ results for "Netwealth"
New private label SMA launched
JAMIE WILLIAMSON  |  MONDAY, 23 OCT 2017
... currently manages about $1.4 billion through managed account structures, with a range of SMA models available across HUB24, netwealth and Macquarie.
Rising star scores major absolute return mandate
ALEX BURKE  |  WEDNESDAY, 11 OCT 2017
... delivered 22% over the year to date, was recently rated positively by SQM and has been included on platforms including netwealth, HUB24 and Powerwrap. Sheen said this reflected the demand for liquid, daily priced alternative strategies "as investors ...
Netwealth sells Bridgeport, Pathway
JAMIE WILLIAMSON  |  TUESDAY, 19 SEP 2017
Netwealth is selling its financial advice subsidiaries, choosing to instead focus on its platform and managed accounts solutions. The group has announced that discussions with potential buyers for both Bridgeport Financial Services and Pathway Licensee ...
Record turnout drives Managed Accounts Forum success
KARREN VERGARA  |  MONDAY, 18 SEP 2017
... market - in just three minutes or less. Even though the prize was $100,000 in virtual money, participants from HUB24, netwealth, Mason Stevens, managedaccounts.com.au, Macquarie and Praemium fought it out tooth and nail. Presentations can be viewed here ...
Alternative investment manager opens Sydney office
EMMA RAPAPORT  |  THURSDAY, 14 SEP 2017
... platform side with our unit trust vehicles which are available on a number of different platforms [including HUB24 and Netwealth] and that is a growing part of our business - wealth management groups, family offices and dealer groups," Shepherd said. ...
Netwealth and Zenith enter partnership
KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
Netwealth announced Zenith Investment Partners will manage its Elite Blend models on the Netwealth Super Accelerator and Wealth Accelerator services. Zenith joint managing partner David Wright said he has seen a "rapid rise of interest in managed account ...
FPA supports children's financial literacy
KARREN VERGARA  |  FRIDAY, 8 SEP 2017
... the edtech start-up to the Australian market which has more than two million primary school students with the help of Netwealth .
Netwealth expands managed accounts offering
JAMIE WILLIAMSON  |  THURSDAY, 31 AUG 2017
Netwealth will broaden its range of managed account solutions in a bid to meet growing adviser demand and continue building on its now $15 billion in funds under management and administration. In the short period from 1 July 2017 the managed accounts ...
Financial lifestyle coaching: The future of advice
JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2017
... 'think tank' hosted by Zurich - comprising four advisers, BT Financial Group head of licensee development Jessica Brady, Netwealth's Matt Heine and futurist Anders Sorman-Nilsson - overwhelmingly supported the need for advisers to shift away from being ...
Managed accounts forum unveils new format, adviser focus
DARREN SNYDER  |  TUESDAY, 8 AUG 2017
... sector, with leading platforms such as BT Financial Group, HUB24, Macquarie, managedaccounts.com.au, Mason Stevens, Netwealth, and Praemium among the presenters, exhibitors and major partners. Managed accounts experts Watershed and Beulah Capital are ...
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