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Showing 1 - 10 of 12 results for "Symetry"

Industry fund appoints chief executive

HARRISON WORLEY  |  FRIDAY, 15 FEB 2019
... administration, having previously served as a general manager at Commonwealth Private. Earlier, he served as chief executive of Symetry Limited and was also the head of financial planning at BankSA. Statewide Super chair Ken Williams said D'Alessandro's ...

Folkestone A-REIT fund added to BT Wrap

MARK SMITH  |  MONDAY, 22 FEB 2016
... of the fund being upgraded to 4.25 Stars by SQM Research. It is also available on Macquarie Wrap, Netwealth, Powerwrap, Symetry and HUB24. The Folkestone Maxim A-REIT Securities Fund has performed strongly over both the short and long term, delivering ...

SFG rolls out FOFA-ready MDA

MELANIE TIMBRELL  |  THURSDAY, 19 JUL 2012
... update services to its advice network. Colonial First State Custom Solutions is administering the new offerings via the Symetry Endeavour Portfolio Service. The rollouts constitute enhancements to services conceived in the Snowball business prior to ...

SFG renews platform agreements

MELANIE TIMBRELL  |  THURSDAY, 28 JUN 2012
... merged entity of Snowball Group and Shadforth Financial has renewed its agreements with BT Wrap and CFS Custom Solutions' Symetry platform. Shadforth has been using the BT Wrap for 13 years, with Snowball using Asgard for the same amount of time. The ...

Acquisitions and cost savings key for SFG

MELANIE TIMBRELL  |  TUESDAY, 28 FEB 2012
... completed over the previous 12 months including advice business Western Pacific Cleveland Practice, revenue rights to the Symetry Portfolio Service Platform and the Melbourne-based wealth management firm Jeena. Funds under management were up 6% on pcp ...

Snowball expands 'segmented advice'

ELISE BURGESS  |  FRIDAY, 18 FEB 2011
... Contributing to this first half yearly result, the group also completed its acquisition of revenue rights in relation to the Symetry Portfolio Service platform, which took effect on 1 October last year. Additonally, the firm also acquired the revenue ...

Snowball raises $18m through share placement

ELISE BURGESS  |  THURSDAY, 21 OCT 2010
... over-subscribed and involved both new and existing investors. In late September, Snowball acquired revenue rights for the Symetry portfolio service platform from Colonial First State, building on its majority of funds under administration (FUA) in Symetry ...

Snowball signs platform deal with CFS

JOHN MCDULING  |  MONDAY, 27 SEP 2010
ASX-listed Snowball Group has acquired revenue rights for the Symetry portfolio service platform from Colonial First State (CFS), and as part of the deal will now collaborate on its ongoing development. Snowball, which already has the majority of funds ...

Select funds top Zenith review

MICHAEL HOBBS  |  MONDAY, 3 NOV 2008
... positions we currently hold across the portfolios." The funds are available on the Macquarie and BT Financial wraps as well as Symetry and Navigator platforms. Select Asset Management's total funds under management and advice is more than $750 millio ...

Lonsec upgrades Templeton equity fund

CHRIS NICHOLLS  |  TUESDAY, 14 AUG 2007
... Manager of the year award for 2006 and is now available on over nine platforms, including BT Wrap, Macquarie Wrap, Skandia, Symetry, TPS, GSJBW, Portfolio One, and Wealthview. A wholesale version is also now available with a minimum initial investment ...
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