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Showing 1 - 10 of 49 results for "Xplore"

Platform FUM grows

ANNABELLE DICKSON  |  FRIDAY, 16 JUL 2021
... recorded 223.7% growth to $16.9 billion and HUB24 was up 135.7% to $35.6bn a result of their mergers with Powerwrap and Xplore Wealth respectively. Despite the strong growth, the platform industry recorded net outflows of $55.1 billion compared to $41.4 ...

Fitzpatricks bolsters Victorian presence

ELIZABETH MCARTHUR  |  WEDNESDAY, 30 JUN 2021
... management and business development. Earlier in his career, Proietto worked at NAB in Custodian Services. He then joined Xplore Wealth in 2008 as sales manager, progressing to the role of national business development manager in 2018. "Daniel's experience ...

Lonsec appoints chief executive

KANIKA SOOD  |  WEDNESDAY, 12 MAY 2021
... house has appointed a new chief executive, after it announced Charlie Haynes's impending departure last month. Former Xplore Wealth chief executive Michael Wright will now lead Lonsec, after the ASX-listed platform business was bought by HUB24. Prior ...

HUB24 FUA up on acquisitions

ANNABELLE DICKSON  |  TUESDAY, 20 APR 2021
... administration (FUA) as it integrates its recent acquisitions into the business. HUB24's total FUA has reached $51.4 billion with Xplore Wealth contributing $17.2 billion to this figure. Platform FUA is up 136% on the previous corresponding period at ...

Implemented Portfolios adds to team

ANNABELLE DICKSON  |  THURSDAY, 8 APR 2021
... from Private Portfolio Managers where she was a client relationship manager prior to which she was in a similar role at Xplore Wealth. She was also an associate director - client relationship and trading at FIIG Securities and a client service associate ...

MLC enhances managed accounts leadership

ANNABELLE DICKSON  |  TUESDAY, 6 APR 2021
MLC Asset Management has made two appointments to its managed accounts team, hiring from Xplore Wealth and Mercer. Neil Gellett has been named head of managed accounts and joins from Xplore Wealth where he was head of product. Prior to this, he was ...

Milliman hires head of distribution

KARREN VERGARA  |  TUESDAY, 23 MAR 2021
... financial advisers with solutions that will ultimately help clients achieve their retirement goals. Oliver previously worked at Xplore Wealth for over a year and HUB24 for five-and-a-half years in business development roles. Prior to that, he was at ...

HUB24 hits fund managers with higher fees

KANIKA SOOD  |  FRIDAY, 19 MAR 2021
... 32.2%), giving it a 2.3% market share according to Plan for Life. Since then it has acquired managed accounts provider Xplore Wealth. HUB24 currently tops Investment Trends' rankings of platform functionality, marginally beating Netwealth.

Equity Trustees wins super trustee mandate

KANIKA SOOD  |  TUESDAY, 9 MAR 2021
... funds like Elevate Super, Fairvine and Oracle. Aracon Superannuation was initially owned by ARA Consultants, who sold it to Xplore Wealth in October 2018. Xplore Wealth was acquired by HUB24 late last year. Equity Trustees's Aracon appointment follows ...

HUB24 lifts inflows, profit flat

ANNABELLE DICKSON  |  TUESDAY, 23 FEB 2021
... Australia's Best Platform Overall by Investment Trends," Alcock said. The platform said the proposed $60 million acquisition of Xplore Wealth is on track to be completed on 2 March 2021. In addition, HUB24 anticipates a proportional takeover of Easton ...
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