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Showing 1 - 10 of 6486 results for "Wrap"

ECP's Andrew Dale departs for new venture

MATTHEW WAI  |  THURSDAY, 5 NOV 2026
ECP Asset Management partner Andrew Dale has left the company, wrapping up his nearly 13-year tenure at the firm. Dale joined the firm as portfolio manager in its then new Sydney office in 2014 shortly after it commenced operating. Commenting, ECP chair ...

State Super farewells investment strategy chief

MATTHEW WAI  |  FRIDAY, 30 OCT 2026
State Super chief investment strategy officer will leave the post early next month after spending almost a decade at the public sector fund. Keri Pratt will retire on November 3, wrapping up her career in financial services spanning over 40 years. Pratt ...

AMP sees $1.5bn flow into platforms

RIDDHIMA TALWANI  |  THURSDAY, 15 OCT 2026
... platforms saw net cashflows of $1.5 billion for the quarter ending September 30, a 20% jump from the same period last year. AMP's wrap platform North saw inflows of $3.1 billion and outflows of $1.6 billion during the quarter. "Our focus in the third ...

Mason Stevens farewells managing director

MATTHEW WAI  |  MONDAY, 12 OCT 2026
Mason Stevens managing director, global investment service has wrapped up his seven-year tenure at the company. Nick Mitchell has departed the company but did not disclose where he will be heading next. He has close to three decades of experience in ...

Brookfield AM managing partner calls time

MATTHEW WAI  |  THURSDAY, 1 OCT 2026
A Brookfield Asset Management managing partner, who at one point led the Australian private equity business, has wrapped up his 13-year tenure at the firm. Len Chersky has left the firm this week. He joined Brookfield in January 2014 after a brief stint ...

CALI outlines Life Code changes

ELIZA BAVIN  |  THURSDAY, 1 OCT 2026
... industry supports the majority of the recommendations, with further work and consultation on more complex recommendations to wrap up in the first half of 2027. Cupitt told Financial Standard the reason for not immediately implementing some of the changes ...

Prime Value Opportunities Fund winds up

KARREN VERGARA  |  WEDNESDAY, 23 SEP 2026
... $20,000 from direct investors. Class B, meanwhile, was available to financial advisers on platforms like Netwealth and BT Wrap. Following a strategic review of the funds' size, investor demand and long-term sustainability, Prime Value Asset Management ...

Andrew Hewison to step down after Pemba Capital investment

MATTHEW WAI  |  THURSDAY, 3 SEP 2026
Hewison Private Wealth managing director Andrew Hewison has announced he will be wrapping up his 25-year tenure towards the end of the year following Pemba Capital Partners' investment in the Melbourne-based business last week. Announcing his upcoming ...

Macquarie names new wrap platform lead

MATTHEW WAI  |  TUESDAY, 1 SEP 2026
Macquarie has appointed a new head of wrap platform after Michelle Weber stepped down from the role following a 13-year tenure at the company. Chloe Neil has taken on the role, and will be responsible for the strategy, growth and management of Macquarie's ...

FEATURE | Managed accounts | Industrialising advice

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
Consider a situation where a financial adviser believes an investment is no longer suitable for their clients. Perhaps a fund manager is underperforming or a stock held directly by clients needs to be sold. In the past, advisers would often have to ...
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