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Showing 1 - 4 of 4 results for "Product & Platforms"

WealthO2 appoints national BDM

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
... well networked BDM resource, to explain the benefits of WealthO2's unconflicted, low cost alternative to the product platforms and wraps." Bernasconi said Schapkaitz's proven business track record would make him an asset to the team. "Greg is a welcome ...

Perpetual's acquisition of The Trust Company pays off

LAURA MILLAN  |  THURSDAY, 27 AUG 2015
... major research houses and managers are working on including it in the major dealer group platforms, approved product platforms and model portfolios. "With continued strong performance over clients' investment timeframes, we are pleased to be extending ...

BBY expands with Stonebridge acquistion

RACHEL DAVIS  |  TUESDAY, 14 JUN 2011
... has signed a sale and purchase agreement to acquire the StoneBridge Private Client Adviser network, staff and product platforms. The StoneBridge Group is a boutique investment firm with over 15 years experience in the Australian public and private markets ...

ING reduces fees and launches new funds for OneAnswer

... enhancements were part of a major overhaul of ING's platform strategy, which included major upgrades to ING's other two product platforms OptiMix and Portfolio One. "We now have three distinct product platforms, which offer a complete range of investments ...
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