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Showing 1 - 10 of 334 results for "Potter"

Praemium reaches $78bn in FUA with HNW focus

MATTHEW WAI  |  WEDNESDAY, 22 JUL 2026
... high-net-worth (HNW) segment, which has supported underlying flow performance across all Praemium's platform solutions. "Bell Potter Private Wealth's expansion beyond Scope+ into Spectrum and SMA solutions demonstrates this trend, with clients ...

Bell Potter launches private wealth platform

KARREN VERGARA  |  WEDNESDAY, 1 JUL 2026
Bell Financial Group (BFG) has launched Bell Potter Private Wealth (BPPW), a new platform that helps service its 300,000 clients with $92.1 billion in funds under advice. The platform centralises investment advice, portfolio management and consolidated ...

Bell Financial launches Tandem Capital

VINNY VUCAGO  |  WEDNESDAY, 20 MAY 2026
... $16.8 billion in December 2025, up from just over $15 billion three months earlier. Chris Fox, manager director of Bell Potter Capital said gearing strategies are becoming increasingly relevant for investors seeking flexibility and diversification. "Borrowing ...

Bell Financial looks to diversify revenue, targets 'holistic' strategy

RIDDHIMA TALWANI  |  FRIDAY, 8 MAY 2026
... in 2026, consolidate the wholesale broking arm and launch new client digital portals across its three divisions of Bell Potter, Bell Direct and Desktop Broker. Last year, BFG selected Praemium's administration solution Scope+ to administer more than ...

Financial services' gender pay gap improves at 21.4%

KARREN VERGARA  |  TUESDAY, 3 MAR 2026
... services, superannuation and insurance based on average total remuneration. They are namely Goldman Sachs, IFM Investors, Bell Potter Securities, Evans and Partners, LGT Crestone Wealth Management and Morgan Stanley Investment Management, which all reported ...

Praemium aims for 'market-leading' super offering

ELIZA BAVIN  |  WEDNESDAY, 21 JAN 2026
... transforming it's superannuation fund; and competing projects including the OneVue migration and onboarding the initial Bell Potter clients.

Super moves: NGS Super, HESTA, Mercer

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026
... manager selection at TelstraSuper, and before that, she held various roles at UniSuper, National Australia Bank, UBS and Bell Potter Securities. Elsewhere, a TelstraSuper alternative investments and real assets analyst has landed at Hostplus in the private ...

Shield proposes to liquidate equities to pay investors

KARREN VERGARA  |  WEDNESDAY, 3 DEC 2025
... need to be approved by the Federal Court. The equities are currently held through a custodian via an account with Bell Potter Securities. "The five investment classes of the SMF hold differing proportions of Bell Potter Securities relative to each investment ...

Tyndall Asset Management calls time

KARREN VERGARA  |  TUESDAY, 2 DEC 2025
... Nikko AM's former name Tyndall once it became part of the group. At the time, Tyndall was led by head of equities Brad Potter and remained separate to Yarra's Australian equities business. Potter announced his retirement from the business late ...

Alexander Funds bolsters Sydney office with new hire

ELIZABETH FRY  |  THURSDAY, 13 NOV 2025
... Bank of Canada in institutional equity sales. He also held roles at PAC Partners in institutional equity sales and at Bell Potter Securities as an associate in their wholesale financial advisory and broking team. "Alexander Funds continues to experience ...
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