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Showing 1 - 10 of 85 results for "Matt Heine"

Netwealth proposes merger with Praemium

ANNABELLE DICKSON  |  TUESDAY, 2 NOV 2021
... proposition for existing and future clients and for shareholders of both groups," Netwealth joint managing director Matt Heine said. "The proposed transaction would ensure that the combined group can continue to lead the industry in net funds flow, technology ...

Netwealth hires head of investment solutions

JAMIE WILLIAMSON  |  WEDNESDAY, 11 AUG 2021
... business was recently acquired by Yarra Capital. In a statement to Financial Standard, Netwealth joint managing director Matt Heine said: "We are really pleased Naomi has joined the team as we focus on growing our asset management and managed account ...

Netwealth integrates with fintech

KARREN VERGARA  |  FRIDAY, 6 AUG 2021
... 350 users. The partnership between Netwealth and ProductRex went live on July 27. Netwealth joint managing director Matt Heine said: "We've always been passionate about fintech and ProductRex is a fantastic initiative which has received great feedback ...

Netwealth launches mobile app

ANNABELLE DICKSON  |  THURSDAY, 22 JUL 2021
... their client experience to rival many new and disruptive digital wealth businesses," Netwealth joint managing director Matt Heine said. The app came after the 2021 Netwealth AdviceTech Report which found two in five advisers that use client portals benefited ...

Robo-advice a complement, not disruptor: Six Park

ANNABELLE DICKSON  |  FRIDAY, 23 OCT 2020
... competitors will, and you won't be able to compete effectively in all segments," Garett said. Netwealth chief executive Matt Heine believes robo can benefit advisers in maintaining relationships with clients in the one family. "The intergenerational ...

Netwealth appoints international custodian

KANIKA SOOD  |  TUESDAY, 29 SEP 2020
... strengths to help in our aim to be the most comprehensive wealth platform in Australia," Netwealth joint managing director Matt Heine said. Citi Australia said it is looking to add over 20 custody clients and employees in the next 12 months, as Royal ...

Netwealth takes stake in Aussie fintech

ANNABELLE DICKSON  |  THURSDAY, 17 SEP 2020
... which in turn reduces the amount of technology systems advice firms need to use. Netwealth joint managing director Matt Heine said a key element of Netwealth's strategy is to enrich data which underpins its current and future technology. "From our ...

Heine family sells Netwealth shares

KANIKA SOOD  |  THURSDAY, 27 AUG 2020
... Yesterday's sell down translates into payouts of about $24.3 million for Michael Heine and about $12 million for Matt Heine, who work together as joint managing directors of Netwealth. The share of Michael Heine's other son, Nick Heine, who is ...

Netwealth hits fund managers with new fee

KANIKA SOOD  |  FRIDAY, 31 JUL 2020
... Netwealth in rebate admin fee. The cost adds up if the manager offers multiple strategies. Netwealth managing director Matt Heine said the company typically doesn't discuss commercial agreements but confirmed the new fee applied all across the board. ...

Netwealth launches Milliman managed accounts

ANNABELLE DICKSON  |  FRIDAY, 24 JUL 2020
... It is simple and affordable, fits within their existing processes and provides a level of certainty for investors." Matt Heine, joint managing director of Netwealth said: "We are pleased to be working with Milliman and now offer their unique investment ...
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