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Showing 1 - 10 of 13 results for "OpenInvest"

Lifespan partners with OpenInvest to launch advice solution

ANDREW MCKEAN  |  FRIDAY, 3 JUN 2022
... the industry to embrace these new technologies." Lifespan Invest is provided via a partnership with fintech platform OpenInvest. On the partnership, OpenInvest chief executive and co-founder Andrew Varlamos said: "The team at Lifespan understand that ...

New digital solution to close advice gap

CHLOE WALKER  |  FRIDAY, 4 MAR 2022
SWU Group has partnered with OpenInvest to make high quality investment products and services more readily available. The online investing solution, called SWU Online Invest, is being delivered via a partnership with Melbourne-based fintech investment ...

Digital advice predicted to soar in 2022

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
... unadvised investors to do-it-yourself trading platforms. Pinnacle Investment Management, for example, took a stake in OpenInvest in 2021. Meanwhile, Finura expects Six Park, Stockspot and MapMyPlan to either be acquired or embrace significant investors ...

J.P. Morgan joins OpenInvest

ELIZABETH MCARTHUR  |  FRIDAY, 29 OCT 2021
J.P. Morgan Asset Management has joined OpenInvest, giving retail investors access to its multi-asset model portfolios. J.P. Morgan Asset Management joins BlackRock and Schroders on the digital marketplace, which enables self-directed retail investors ...

Pinnacle backs investment platform

ELIZABETH MCARTHUR  |  FRIDAY, 22 OCT 2021
Pinnacle Investment Management has made a $3 million cornerstone investment in OpenInvest. Melbourne-based fintech OpenInvest said it will use the funding to increase staff numbers to continue the roll out of its investment administration technology ...

HNW advice firm opens to retail investors

KARREN VERGARA  |  TUESDAY, 5 OCT 2021
... in a diversified portfolio of liquid growth and defensive assets. It targets 5% p.a. over rolling five-year periods. OpenInvest was appointed portfolio manager and responsible entity for the investment options. Investors access the options via the newly ...

OpenInvest names chair

ANNABELLE DICKSON  |  THURSDAY, 10 SEP 2020
Melbourne-based fintech OpenInvest has appointed a veteran board member and former NAB executive as chair. Spiro Pappas has over 30 years' experience in financial services and is currently chair of Splitit, Atlas Iron Limited and Cognian Technologies ...

Clime launches new SMA portfolios

ALLY SELBY  |  FRIDAY, 6 MAR 2020
... ecosystem." To underpin its direct portfolio investment solution, Clime also announced it had partnered with Aussie fintech OpenInvest. The fintech has developed online managed portfolio technology, as well as an online application process and detailed ...

Ethical super fund shutters themed options

JAMIE WILLIAMSON  |  WEDNESDAY, 4 DEC 2019
... 2018; pride and women in March, animals in June and environment in October. Good Super's investments are managed by OpenInvest and, as at June 30, the fund has about $41 million in funds under management. As at that date, the asset allocation for its ...

Colonial First State appoints former Schroders chief

KANIKA SOOD  |  TUESDAY, 26 NOV 2019
... Services Council's deputy chair and director for 10 years. He currently holds directorships at Tcorp, Perpetual and OpenInvest. He joins the CFSIL and AIL boards following the vacancies left by departures of Peter Hodgett and Liz Lewin. Colonial First ...
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