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|Showing 1 - 9 of 9 results for "Mat Walker"|
|... sales for more than 15 years. He will work closely with head of distribution Martin Morris and chief commercial officer Mat Walker. Wright joined from Centrepoint Alliance where he worked across the firm's Ventura Managed Accounts Portfolios. He was ...|
|... advisers to complete a Statement of Advice and application form have been reduced. Praemium chief commercial officer Mat Walker commented: "Praemium is continually looking for ways to improve our platform usability and to support our clients by improving ...|
|... report to clients twice a year on average compared to 24/7 online, the survey found. Praemium chief commercial officer Mat Walker said: "Advisers are struggling to deal with non-custodial investments which are more difficult to administer and report ...|
|... deposit taking institution within one platform and administration environment. Praemium head of product and marketing Mat Walker said the deal would provide great efficiencies to advice firms, and flagged the possibility of the firms expanding their ...|
|... adding new investment groups and funds to Praemium's managed accounts range. Praemium head of product and marketing Mat Walker said the firm was pleased to welcome Cilmi. "Praemium's managed account offering is growing rapidly under increasing demand ...|
|... than $7.5 billion in separately managed account funds under administration," Praemium head of product and marketing Mat Walker said. "Steve's appointment is another example of how we are investing for current and future growth to support the evolving ...|
|... Templeton Investments Australia managing director Matthew Harrison said. Likewise, Praemium head of product and marketing Mat Walker said the platform is delighted to be able to offer clients access to expert portfolio management in global investments. ...|
|Praemium appointed a former Centrepoint Alliance executive to lead its product and marketing division. Mat Walker will join the investment administration and financial planning technology platform as the new head of product and marketing in November. ...|
|... executive for investment solutions at Centrepoint Alliance will depart in August after 13 years with the business. Mat Walker described his decision to resign as a difficult one, given how much he has enjoyed working at Centrepoint and said he looks ...|
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The nation's wealth gap continues to widen as new research suggests Australia is among the richest in the world, rising up the ranks to record one of the largest gains in wealth in 2020.
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The Guardians of NZ Superannuation promoted a senior investment strategist to head of asset allocation.
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Citi has appointed a new head of research for Australia and New Zealand.
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Clients who claimed Commonwealth Bank financial advisers put them in expensive CMLA life insurance policies instead of cheaper alternatives have been asked to narrow their group definition.
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