Search Results | Showing 1 - 10 of 337 results for "Potter" |
| | | ... significant contribution she has made over her tenure and wish her well for the future." Australian Unity has also appointed Mark Potter as the group executive of technology, effective November 2026. Potter comes to Australian Unity after five years ... |
| | | | ... growth in Australian and global markets, and a degree of market uncertainty and geopolitical factors," IMAP chair Toby Potter said. Managed accounts grew by $60.2 billion in 2025 to reach close to $300 billion at the end of December 2025. Adviser adoption ... |
| | | | ... raised $1.2 billion across 35 transactions during the period, while the transition of existing clients to the new Bell Potter Private Wealth platform and expansion of its investment advice offering generated $500 million in new client inflows. Funds ... |
| | | | ... 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 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 ... |
| | | | ... $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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... transforming it's superannuation fund; and competing projects including the OneVue migration and onboarding the initial Bell Potter clients. |
| | | | ... 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 ... |
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