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Showing 1 - 10 of 87 results for "Wealth platform"

Praemium loses $700m due to adviser transitions

ELIZA BAVIN  |  THURSDAY, 18 APR 2024
... OneVue Platform FUA of $4.1 billion brought total Platform FUA to $28.4 billion. The acquisition of the OneVue Wealth Platform from Iress was completed on April 15. "The addition of this new FUA is underpinned by long-term relationships with high-quality ...

Citi Australia managing director takes on expanded remit

ANDREW MCKEAN  |  FRIDAY, 12 APR 2024
Citi Australia has expanded the remit of managing director Nicki Ashton, appointing her as the head of financial institutions sales and solutions (FISS). In her new role, Ashton will provide strategic oversight of Citi's engagement and support for institutional ...

GBST develops private equity platform

ANDREW MCKEAN  |  WEDNESDAY, 10 APR 2024
Wealth management software business GBST has collaborated with Luna Partners to create a technology platform that connects investors and managers to the wholesale private equity market. The cloud-based SaaS platform will open investment opportunities ...

Hejaz awards technology mandate to wealth platform

ANDREW MCKEAN  |  MONDAY, 8 APR 2024
Hejaz has appointed wealth fintech Openmarkets to equip its in-development Shariah-compliant investment platform with trading and execution technology solutions. Openmarkets will support the platform with API-led market infrastructure technology, enabling ...

Centrepoint Alliance targets further growth with new platform

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2024
... confident, our pipeline of strategic initiatives will deliver future growth as we continue to build our powerful wealth platform."

Praemium plummets on weak financial outlook

ANDREW MCKEAN  |  THURSDAY, 23 NOV 2023
... revenue margin decline and higher operating costs announced at yesterday's 2023 annual general meeting. The wealth platform updated its financial outlook indicating that its average revenue margin has decreased from 0.27% in the second half of the ...

Wealth firm awards CFS Edge mandate

KARREN VERGARA  |  MONDAY, 6 NOV 2023
Colonial First State (CFS) has scored a wealth platform and managed accounts mandate with a large financial advice firm. Viridian Advisory, which has $7 billion in funds under administration, will use CFS Edge. Having officially launched in August ...

abrdn's Brett Jollie lands new gig

ELIZABETH FRY  |  MONDAY, 23 OCT 2023
... years. On departing abrdn in July, Jollie said he planned to garner a portfolio of super fund, asset manager and wealth platform clients who are looking for advisor expertise as they sharpen their value proposition. Jollie believes the next decade will ...

GQG adds local sales staffer

ELIZABETH FRY  |  FRIDAY, 13 OCT 2023
... practice for four years. Most recently, Pantè worked at Macquarie Group in a similar role covering both cash and wealth platform solutions. Before that, he was with Centuria Wealth Management as a senior financial adviser and had more junior roles at ...

AUSIEX, Saxo launch new adviser trading solution

CHLOE WALKER  |  THURSDAY, 28 SEP 2023
AUSIEX teamed up with Saxo Australia to deliver an integrated international trading solution for financial advisers. The partnership will allow financial advisers to directly trade and own international equities and exchange-traded funds (ETFs) across ...
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