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Showing 1 - 3 of 3 results for "Bell Potter Private Wealth"

Bell Financial Group profit surges 133%

VINNY VUCAGO  |  FRIDAY, 14 AUG 2026
... billion across 35 transactions during the period, while the transition of existing clients to the new Bell Potter Private Wealth platform and expansion of its investment advice offering generated $500 million in new client inflows. Funds under advice ...

Praemium reaches $78bn in FUA with HNW focus

MATTHEW WAI  |  WEDNESDAY, 22 JUL 2026
The company said its effort targeting the high-net-worth segment has worked out to its favour, as performances across its platform and non-custodial portfolio administration business have pushed its total funds under administration (FUA) to $77.9 billion ...

Bell Potter launches private wealth platform

KARREN VERGARA  |  WEDNESDAY, 1 JUL 2026
Bell Financial Group (BFG) has launched Bell Potter Private Wealth (BPPW), a new platform that helps service its 300,000 clients with $92.1 billion in funds under advice. The platform centralises investment advice, portfolio management and consolidated ...
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