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Showing 1 - 10 of 337 results for "Potter"

Australian Unity names chief executive for home health

RIDDHIMA TALWANI  |  THURSDAY, 8 OCT 2026
... 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 ...

Managed account FUM jumps to $315bn

RIDDHIMA TALWANI  |  THURSDAY, 1 OCT 2026
... 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 ...

Bell Financial Group profit surges 133%

VINNY VUCAGO  |  FRIDAY, 14 AUG 2026
... 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 ...

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 ...
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