Search Results | Showing 1 - 10 of 142 results for "Panorama" |
| | ... are listed within separately managed account schemes across prominent platforms such as Macquarie, Hub24, Expand, BT Panorama, and the IconiQ platform and are central to Ventura's growth strategy. Stojanovski brings a wealth of expertise and leadership ... |
| | | ... Wealth are the AFSLs that took in the highest number of new advisers. In terms of most-popular platforms, FirstChoice, BT Panorama, and IOOF are the most widely used. The top three platforms are used by almost one third of all advisers. |
| | | ... Emerging Opportunities Fund, which is available via platforms including Netwealth, uXchange, Mason Stevens, Hub24 and BT Panorama, Praemium and AMP North," he said. "I have watched with interest as the group has expanded into alternative assets, including ... |
| | | ... - Distribution Guy McInerney, Franklin Templeton Social Media Campaign of the Year BT Financial Group - People Behind Panorama Video Campaign of the Year BNP Paribas - Green Bonds Website of the Year GQG Partners |
| | | BT has launched the Drummond Private Markets Separately Managed Account (SMA) on the BT Panorama platform, offering high-net-worth (HNW) clients access to a portfolio of private equity, private debt, and real assets. BT head of managed accounts Zac ... |
| | | ... quarter. Investment Trends named HUB24 as the best full-function platform in 2023, narrowly beating Netwealth. Praemium, BT Panorama, and Mason Stevens were also recognised for superior platform functionality. The report also commended AMP North as the ... |
| | | ... over as BT's chief product officer in May. She will be responsible for leading the platforms business, comprising BT Panorama which houses over $110 billion in funds under management on behalf of 243,000 customers. Kline replaces Kathy Vincent who departed ... |
| | | ... diversified portfolios more effectively." The data was collected from 46 large and smaller organisations, including BT Panorama, Clime Asset Management, DASH, Elston, HUB24, Insignia Financial, Macquarie, and Praemium. |
| | | ... In the report's analysis of platform developments aimed at supporting the provision of advice to clients, Praemium, BT Panorama, and Mason Stevens were also recognised for superior platform functionality. However, the report underscored that all platforms ... |
| | | ... business for transfer to Mercer, it made the call to wind up the long-standing Retirement Wrap fund that underpinned BT Panorama Super. It followed the second annual Your Future, Your Super performance test in which Retirement Wrap's Westpac Group ... |
|