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|Search Results||Showing 1 - 10 of 11 results for "Cashwerkz"|
|... 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 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 ...|
|... 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 ...|
|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 ...|
|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 ...|
|... 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 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 ...|
|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 ...|
|... 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 ...|
|... 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 ...|
Sargon Capital's liquidators are looking for extra funding to dig deeper into the company's transactions, potential claims and the possibility of a dividend payment to creditors.
iShares today listed two exchange traded funds on the ASX that invest in Australian corporate bonds.
A survey of 110 pension funds, endowments, foundations, sovereign wealth funds and insurance companies worldwide has revealed the new priority position ESG is taking in asset allocation.
Investec has established a postgraduate research scholarship with the University of Sydney Business School; in a move that it says will benefit the future finance workforce in Australia.
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