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Showing 1 - 10 of 192 results for "Macquarie Wrap"

Court appoints receivers to Keystone, Master Shield Fund

MATTHEW WAI | MONDAY, 9 SEP 2024

... and investors in the event that Keystone and Shield are to be wound up. The Shield Master Fund was available on Macquarie Wrap, and Equity Trustees' NQ Super and Super Simplifier platforms. ASIC said it is aware of authorised representatives from ...

Macquarie executive to become chief product officer at BT

JAMIE WILLIAMSON | WEDNESDAY, 3 APR 2024

... strategy. She also previously served as chief product owner for wealth management, worked in product development for Macquarie Wrap, and was a product manager in the superannuation business. She's also spent time as a state sales manager for Victoria ...

Macquarie Wrap rolls out new features for advisers

ANDREW MCKEAN | TUESDAY, 9 JAN 2024

Macquarie introduced new digital features and security enhancements on Macquarie Wrap, including account-level performance reporting and a live chat function in Adviser Online. The platform's updated account-level performance reporting functionality ...

XTBs to be delisted following collapse

CASSANDRA BALDINI | TUESDAY, 7 NOV 2023

... managed account space in 2017 and introduced an ESG fixed income portfolio in 2018. The XTBs were also hosted on Macquarie Wrap, HUB24 and Praemium. EQT confirmed that unless XTB holders call for a meeting within 28 days of the notice date and decide ...

BT names distribution lead

KARREN VERGARA | TUESDAY, 23 MAY 2023

... of aligned financial advisers, holding 12% of the aligned segment, followed by BT Panorama which has 10.3% and Macquarie Wrap with 8.6% market share. Chief strategy and product officer Kathy Vincent said: "Jason is the right fit for the team at the right ...

Private markets boost Macquarie AM results

KARREN VERGARA | FRIDAY, 5 MAY 2023

Private markets buoyed Macquarie Asset Management (MAM), but the green energy sector dragged its performance in the year to March 2023. MAM saw funds under management of $870.8 billion rise 10% year on year but failed to replicate this growth across ...

Morningstar launches managed accounts portfolios

KARREN VERGARA | MONDAY, 13 MAR 2023

... investment strategies across managed funds and exchange-traded funds. The six portfolios, currently available on the Macquarie Wrap and Praemium platforms, are the Conservative, Moderate, Balanced, Growth, High Growth and All Growth options. HUB24 is ...

Activus SMAs now available to more advisers

JAMIE WILLIAMSON | FRIDAY, 5 AUG 2022

... Investment Advisors is making its suite of SMA portfolios available on platform for the first time, partnering with Macquarie Wrap. The Activ-ator range was launched four years ago, comprising multi-asset portfolios with four risk profiles ranging from ...

Aura, Montgomery ink distribution deal

JAMIE WILLIAMSON | FRIDAY, 6 MAY 2022

... "We look forward to providing a high-quality income solution to the Montgomery clients." The fund is available on Macquarie Wrap and has a minimum investment of $100,000. An investment of $100,000 at the fund's inception is worth $154,000 today, the ...

Netwealth tops platform ratings

CHLOE WALKER | MONDAY, 21 FEB 2022

... increase in their scores, with Mason Stevens posting the largest relative increase in score, gaining +8.9% over 2020. Macquarie Wrap, CFS First Choice, Praemium and North also posted solid improvements. End-client mobile access was also improved, with ...

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Funds SA appoints chief investment officer

ANDREW MCKEAN

Funds SA has appointed a new chief investment officer, who will join from Hostplus, to commence in February 2025.

Australian Retirement Trust appoints new chief risk officer

ANDREW MCKEAN

Australian Retirement Trust (ART) has appointed a new chief risk officer that's set to start in March 2025.

UniSuper has 'some work to get on with' on cyber front: Chair

JAMIE WILLIAMSON

UniSuper's leadership team has touched on how the fund is strengthening its operations following the extensive system outage in May this year.

Super framework, SMSFs conducive to financial abuse: Inquiry

KARREN VERGARA

Lax superannuation laws make it too easy for perpetrators of domestic violence to access victims' retirement savings, while the current framework for self-managed super funds (SMSFs) enables financial abuse to flourish, a parliamentary inquiry found.

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Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

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Robert Talevski

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Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

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Nathan Robertson

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Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

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Robert De Dominicis

Chief Executive Officer

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Mistaking financial literacy for retirement literacy

Many are unclear about how to transition from working life to retirement, particularly regarding their retirement savings and the options available to ...

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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