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Showing 1 - 8 of 8 results for "Nucleus Wealth"

Managed accounts FUM hits $162bn

KARREN VERGARA  |  TUESDAY, 5 SEP 2023
... Templeton (international equities), Shaw and Partners (fixed interest), Drummond Capital Partners (multi-asset) and Nucleus Wealth (innovation).

IMAP names annual award winners

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2023
... offering in what IMAP said is the most heavily contested category. Finally, the award for innovation was bestowed upon Nucleus Wealth. "We wish to congratulate the winners in each of the awards categories; Single Sector Asset, Multi Asset Class, ESG ...

Nucleus Wealth launches direct indexing option

CHLOE WALKER  |  THURSDAY, 31 MAR 2022
Australia's first direct indexing service is here, thanks to investment and wealth manager Nucleus Wealth. Available to investors in a broad range of structures, including superannuation, the service involves the investor owning the individual shares ...

Nucleus Wealth adds director

ELIZABETH MCARTHUR  |  MONDAY, 14 FEB 2022
Nucleus Wealth chief operating officer Shelley George has been appointed director for the wealth firm. Nucleus Wealth founder and chief investment officer Damien Klassen commented on the new appointment. "Shelley has been with the company for over two ...

IMAP names award winners

ANNABELLE DICKSON  |  FRIDAY, 27 AUG 2021
The Institute of Managed Account Professionals (IMAP) announced the winners of its annual awards. Proton by Nucleus Wealth took out the award for Innovation which acknowledges the operation and process of managed accounts, adoption by advisers and licensees ...

Robo advice solution set to launch

ALLY SELBY  |  TUESDAY, 22 SEP 2020
Nucleus Wealth and Arrow Financial Advice have partnered to launch a white label digital advice platform, set to feature actively managed portfolios and over 30 ESG filters. This will make it the most comprehensive robo advice service in the Australian ...

Diversity screening option launched

ANNABELLE DICKSON  |  MONDAY, 27 JUL 2020
Nucleus Wealth has introduced a diversity screening option for investors to strike companies from their portfolio that do not have gender diversity in their management. The wealth manager introduced the screen off the back of diversity issues that have ...

Managed Account Awards finalists revealed

ELIZABETH MCARTHUR  |  THURSDAY, 30 MAY 2019
... Wealth Prime Financial Group Royston Capital Stanford Brown Viridian Advisory Innovation BTFG Investum JB Were Nucleus Wealth Praemium Resonant Australian Equities Antares Equities Blackmore Capital Elston Asset Management Perpetual Private Watershed ...
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