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Showing 1 - 9 of 9 results for "Colonial First State Custom Solutions"

Defective disclosures see Avanteos Investments fined

JAMIE WILLIAMSON  |  WEDNESDAY, 15 JUN 2022
... criminal prosecution for failing to update defective disclosure documents. Avanteos, trading as Colonial First State Custom Solutions, charged 499 deceased super members almost $700,000 in fees when it was not entitled to do so. The presiding judge labelled ...

Praemium appoints managed accounts expert in new role

JAMIE WILLIAMSON  |  MONDAY, 23 APR 2018
... Praemium's international investment models on Praemium SMA. Prior to Netwealth, Thomas served at Colonial First State Custom Solutions for seven years across several roles, most notably as head of product solutions and, later, head of platform strategy. ...

CORRECTION: AFA COO joins netwealth

STAFF WRITER  |  THURSDAY, 27 AUG 2015
... financial officer and Mary Limperis as head of human resources. Both of them joined from the Colonial First State custom solutions executive team. CORRECTION: An earlier version of this article incorrectly stated that Anderson has replaced Simon Micallef's ...

CFS launches range of SMAs

JAMES FERNYHOUGH  |  THURSDAY, 1 MAY 2014
... (SMSF) investors - though they have previously offered independently managed accounts (IMAs). Colonial First State custom solutions general manager Chris Stevens said that, while the SMAs will only be available to high net worth clients at first, he ...

Independent dealer groups on efficiency drive

MELANIE TIMBRELL  |  TUESDAY, 31 JUL 2012
... on efficiency and supporting clients across segments. Chris Stevens, general manager of Colonial First State Custom Solutions said dealer groups are increasingly searching for even more service flexibility in the way platforms are used. "They need as ...

SFG rolls out FOFA-ready MDA

MELANIE TIMBRELL  |  THURSDAY, 19 JUL 2012
... FOFA-ready managed portfolio and dynamic portfolio update services to its advice network. Colonial First State Custom Solutions is administering the new offerings via the Symetry Endeavour Portfolio Service. The rollouts constitute enhancements to services ...

SFG renews platform agreements

MELANIE TIMBRELL  |  THURSDAY, 28 JUN 2012
... of SFG's strategy in sourcing best of breed advice implementation solutions for clients. Colonial First State Custom Solutions began working with the Snowball Group prior to the merger with Shadforth in July last year. The CFS Symetry platform has around ...

CFS appoints Core Equity Services for brokerage

PRESS RELEASE  |  WEDNESDAY, 21 APR 2010
Colonial First State Custom Solutions has appointed Commonwealth Bank-owned Core Equity Services as its default broker for the FirstWrap platform. Chris Stevens said selecting the broking firm as the default broker for FirstWrap and white label platforms ...

Navigator tops best platform list

RUTH LIEW  |  MONDAY, 29 MAR 2010
... through the rankings", noted the 2009 Investment Trends Platform Report. It beat Avanteos (now Colonial First State Custom Solutions), which won first place last year after remaining in the top spot for three years in a row. Rounding up the top five ...
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