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Search ResultsShowing 1 - 10 of 11 results for "Cashwerkz"
Atlas Advisors adds to leadership
ELIZABETH MCARTHUR  |  THURSDAY, 2 APR 2020
... Group, where he was global chief investment officer for banking and financial services. He is non-executive director of Cashwerkz, Wisr and Xinja. "Craig has experience building investment products in a wide range of asset classes from venture capital ...
Cashwerkz announces new chief executive
ELIZA BAVIN  |  WEDNESDAY, 1 APR 2020
Cashwerkz has appointed a fixed income professional as its new chief executive. Jon Lechte will take on the top role, effective April 1, having held a number of executive and senior roles in fixed income. "Jon joins Cashwerkz to lead the growth trajectory ...
JBWere partners with cash platform
KANIKA SOOD  |  TUESDAY, 3 MAR 2020
... to be announcing this agreement with JBWere, one of Australia's leading private wealth management businesses," Cashwerkz executive chair John Nantes said. "JBWere have been advising clients since 1840 and are very well known for their advice quality ...
Cashwerkz, Complii partner to automate compliance
ALLY SELBY  |  TUESDAY, 3 DEC 2019
Listed fintech Cashwerkz has partnered with Complii FinTech Solutions; a secure, centralised digital platform, to automate the compliance process for stockbrokers and financial advisers. Complii software automates, records and reports on regulation ...
Cashwerkz chief steps down, trustee business to be spun off
ELIZABETH MCARTHUR  |  THURSDAY, 12 SEP 2019
The chief executive of Cashwerkz is stepping down from the top job. At the same time, Trustees Australian will be spun out with the view to potentially listing the business as a separate entity. In a statement this morning, Cashwerkz said Hector Ortiz ...
Aussie equities manager expands team
KRISTI CHENG  |  FRIDAY, 23 AUG 2019
... roles, where he worked mostly with a high net worth client base. He was most recently head of advised distribution at Cashwerkz. Prior to that, he worked at BT Financial Group and Westpac, the former of which he was at for seven years. "In an uncertain ...
Cashwerkz hires distribution lead from Perpetual
ELIZABETH MCARTHUR  |  TUESDAY, 20 AUG 2019
Cashwerkz appointed a senior adviser from Perpetual Private to the role of head of advised distribution. Paul Burbidge steps into the Cashwerkz position after five years at Perpetual. A spokesperson from Cashwerkz said: "In this role Paul will lead ...
Cashwerkz, Praemium ink deal
HARRISON WORLEY  |  WEDNESDAY, 5 JUN 2019
Financial advisers using Praemium's integrated managed accounts offering can now access the Cashwerkz platform. The two firms have entered a "data feed partnership" that will allow advisers using Praemium to access Cashwerkz's marketplace offering from ...
Advice dealer group, fintech align
JAMIE WILLIAMSON  |  MONDAY, 7 JAN 2019
... licensee partnered with an innovative investment platform. Advisers licensed by Elders Financial Planning can now access Cashwerkz, a term deposit administration service and cash management platform. Advice clients can access current term deposit rates ...
Robo-advice register launches
KARREN VERGARA  |  TUESDAY, 23 OCT 2018
... and post-retirement services. This includes fintechs such as AtlasTrend, Aleda Capital, brightday, BRICKX, Care360, cashwerkz, LifeSherpa, netwealth and Six Park. Adviser Ratings chief executive, wealth Mark Hoven said the register of 36 robo-advisers ...
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