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Showing 1 - 10 of 100+ results for "Ord Minnett"

HUB24 continues growth trajectory

ELIZABETH MCARTHUR  |  TUESDAY, 22 FEB 2022
... EBITDA also improved, up 80% to $29.7 million. During the period, HUB24's acquisitions of Xplore Wealth, Class and Ord Minnett PARS progressed. The company announced a full franked half-year dividend of 7.5 cents per share, an increase of 67% on the ...

Crestone awards back-office, trade execution mandate

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
... group's remaining clients. Since taking over Pershing Australia from BNY Mellon, FinClear has won mandates from Ord Minnett and Velocity Trade in the second half of 2021. Commenting on the Crestone mandate, FinClear chief executive David Ferrall ...

Rest strengthens investment team

JAMIE WILLIAMSON  |  WEDNESDAY, 2 FEB 2022
... investment advisor and then specialist, and more than four years at KPMG in risk consulting. Duncan's also held roles at Ord Minnett and RBS Morgans. Outside of financial services, he's served in the Australian Army on a part-time basis for the last ...

Dramatic growth in non-aligned advisers: Research

KARREN VERGARA  |  THURSDAY, 20 JAN 2022
... second place, along with Capstone Financial Planning (267), Lifespan Financial Planning (251), Count Financial (249), Ord Minnett (239) and Alliance Wealth (215). As a result, bank and insurer-aligned advisers now only represent 27% of the segment. Another ...

Adviser exits continue, industry recruits 50

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
... providing risk advice. As for the largest superannuation advice businesses, Morgans leads with 367 advisers, followed by Ord Minnett with 190, and Commonwealth FP and JBWere with 179 each.

FinClear wins Ord Minnett mandate

KARREN VERGARA  |  MONDAY, 18 OCT 2021
Ord Minnett handed down a third-party clearing services mandate to FinClear for an agreed term of five years. The deal will integrate FinClear into Ord Minnett's workflows and bring EL&C Baillieu staff across to FinClear. Ord Minnett acquired EL&C ...

Ord Minnett names head of equities

KARREN VERGARA  |  THURSDAY, 16 SEP 2021
A former Goldman Sachs executive will join Ord Minnett as head of equities in December. Angus Esslemont was an executive director at Goldman Sachs, leading the emerging company sales unit for nearly four years. Prior to that, he worked in small cap ...

HUB24 profits, inflows rise

ANNABELLE DICKSON  |  TUESDAY, 24 AUG 2021
... significant growth in its underlying net profit as inflows continued to rise following the acquisition of Xplore Wealth and Ord Minnett's Portfolio Administration and Reporting Service (PARS). In its full-year results, HUB24 reported an underlying NPAT ...

Ord Minnett appoints state lead

KARREN VERGARA  |  MONDAY, 12 JUL 2021
Ord Minnett named a new state manager for Queensland who will also act as a senior investment adviser. David Lane joins the firm from Pitcher Partners where he spent over 11 years as a director of wealth management, a unit he established and led in ...

Plenary enters funds management, nabs AMP Capital executive

ANNABELLE DICKSON  |  MONDAY, 7 JUN 2021
... infrastructure and PPPS and later principal, head of social infrastructure and aged care. She has also previously worked at Ord Minnett and Henderson Global Investors. In her new role, Mizzi will establish and grow Plenary's boutique funds management ...
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