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Showing 1 - 10 of 14 results for "Macquarie Wealth Management"

Macquarie Wrap reaches new milestone

ANNABELLE DICKSON  |  MONDAY, 10 MAY 2021
... AUA, 21% market share and annual flows of $4.9 billion. Head of wealth product and technology for Macquarie Wealth Management Michelle Weber said the figure reflects Macquarie's history in the platform space. "We've been in the platform industry for ...

Young advisers key to business sustainability

JAMIE WILLIAMSON  |  WEDNESDAY, 17 OCT 2018
... insights that can be of great value to firms as they look to engage the next generation of clients," Macquarie Wealth Management division director Sherise Mercer said. "They have a good understanding of what will resonate with a younger client base and ...

IMAP to recognise managed accounts excellence

JAMIE WILLIAMSON  |  TUESDAY, 10 JUL 2018
... and deserve to be recognised." The winners are to be determined by an independent panel including Macquarie Wealth Management head of managed accounts Mark Oliver and former AMP head of research Brad Mathews. The awards will be presented at an event ...

Macquarie Wrap SMAs accrue landmark FUM

JAMIE WILLIAMSON  |  MONDAY, 15 JAN 2018
... administration. Reflecting strong interest from advisers and clients seeking flexibility and efficiency, Macquarie Wealth Management head of wealth product and technology, Cameron Garrett said the milestone illustrates the strength of Macquarie's platform ...

Macquarie boosts AUM, earnings flat

KARREN VERGARA  |  FRIDAY, 5 MAY 2017
... advice fees from lower adviser headcount," the company said. Head of wealth product and technology for Macquarie Wealth Management Cameron Garrett said the strong growth is set to continue, hinting a further $7 billion in assets will transition onto ...

Macquarie Wrap continues growth trend

JAMIE WILLIAMSON  |  WEDNESDAY, 2 NOV 2016
... a wide range of client needs, greater choice of investments and new, more efficient functionality. Macquarie Wealth Management head of wealth product Cameron Garrett, said the firm's approach has always been to collaborate with advisers and prioritise ...

Profitable firms leverage from within: Macquarie

KERRIE SYDEE  |  THURSDAY, 20 OCT 2016
... differentiate themselves by their focus on improving the technologies they use and retaining quality staff," Macquarie Wealth Management division director, David Clatworthy said. "Nearly 80% of high performing businesses say adding value to their existing ...

OwnersAdvisory awarded fintech prize

KERRIE SYDEE  |  MONDAY, 27 JUN 2016
... advice to confirm or rebalance a portfolio on demand for an additional fee per statement of advice. Macquarie Wealth Management chief investment officer and founder of OwnersAdvisory, John O'Connell said he is delighted with the recognition and growing ...

Macquarie launches robo-advice service

ALEX BURKE  |  THURSDAY, 18 FEB 2016
... encourage unadvised Australians to become more engaged in managing their finances and investments," said Macquarie Wealth management chief investment officer John O'Connell. "Technology is offering investors new opportunities to manage their investment ...

UBS releases mFund basket

ALEX BURKE  |  TUESDAY, 13 OCT 2015
... includes equities, LICs and ETFs," said ASX head of customer and business development Ian Irvine. Macquarie Wealth Management head of wealth product Cameron Garrett added, "Investors and financial advisers will now have the ability to transact in mFunds ...
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